Purchases and Sales Made in Q1 2022 in First Tr Mid Cap Core Alphadex (FNX)

FNX Quotes by TradingView

This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR MID CAP CORE ALPHADEX.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
484
+ 19.36%
$44.6K - $50.3K
2.98K $346K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
469
+ 26.83%
$43.2K - $48.7K
2.22K $257K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
438
+ 0.27%
$40.4K - $45.5K
161K $18.6M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
397
New
$36.6K - $41.2K
397 $46K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
358
+ 2.41%
$33K - $37.2K
15.2K $1.76M
May 16, 2022 Q1 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
335
+ 16.33%
$30.9K - $34.8K
2.39K $277K
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
322
New
$29.7K - $33.4K
322 $37.3K
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
308
+ 7.36%
$28.4K - $32K
4.49K $521K
May 12, 2022 Q1 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
251
+ 1476.47%
$23.1K - $26.1K
268 $31.1K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
235
+ 15.13%
$21.7K - $24.4K
1.79K $207K
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

BUY
 -
170
+ 3.08%
$15.7K - $17.7K
5.69K $659K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
165
+ 1.01%
$15.2K - $17.1K
16.5K $1.91M
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
165
+ 0.99%
$15.2K - $17.1K
16.8K $1.94M
May 04, 2022 Q1 2022
S.C. Financial Services, Inc.

BUY
 -
64
+ 1.56%
$5.9K - $6.65K
4.16K $483K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
53
New
$4.89K - $5.5K
53 $6.14K
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
19
+ 0.56%
$1.75K - $1.97K
3.44K $398K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
12
+ 1.9%
$1.11K - $1.25K
644 $74.7K
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
6
+ 0.27%
$553 - $623
2.23K $259K
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

BUY
 -
3
+ 0.14%
$277 - $312
2.16K $250K
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
2
+ 3.03%
$184 - $208
68 $7.88K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
1
+ 0.06%
$92.2 - $104
1.73K $201K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

SELL
 -
-5
- 0.03%
$461 - $519
15.8K $1.84M
Jan 02, 2024 Q1 2022
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-6
- 0.08%
$553 - $623
7.32K $848K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-8
- 0.73%
$738 - $831
1.08K $126K
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
SELL
 -
-9
- 0.34%
$830 - $935
2.64K $306K
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-9
- 0.16%
$830 - $935
5.58K $646K
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-15
- 31.25%
$1.38K - $1.56K
33 $3.83K
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-27
Closed
$2.49K - $2.8K
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-48
- 0.37%
$4.43K - $4.99K
12.9K $1.5M
Apr 19, 2022 Q1 2022
Lvz, Inc.

SELL
 -
-67
- 0.18%
$6.18K - $6.96K
36.9K $4.28M
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-68
- 2.84%
$6.27K - $7.06K
2.33K $270K
May 11, 2022 Q1 2022
Rathbones Group PLC

Liverpool, X0
SELL
 -
-75
- 1.48%
$6.92K - $7.79K
4.98K $577K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-78
- 3.35%
$7.19K - $8.1K
2.25K $261K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-80
Closed
$7.38K - $8.31K
0 $0
Apr 28, 2022 Q1 2022
Element Wealth, LLC

SELL
 -
-82
- 1.82%
$7.56K - $8.52K
4.43K $514K
May 05, 2022 Q1 2022
Pacific Sun Financial Corp

SELL
 -
-90
- 0.75%
$8.3K - $9.35K
12K $1.39M
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-100
- 2.19%
$9.22K - $10.4K
4.47K $518K
May 16, 2022 Q1 2022
True Link Financial Advisors, LLC

SELL
 -
-131
Closed
$12.1K - $13.6K
0 $0
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-134
Closed
$12.4K - $13.9K
0 $0
Apr 20, 2022 Q1 2022
Camelot Portfolios, LLC

SELL
 -
-138
- 3.48%
$12.7K - $14.3K
3.83K $444K
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-150
Closed
$13.8K - $15.6K
0 $0
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-173
Closed
$16K - $18K
0 $0
May 12, 2022 Q1 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-204
- 1.23%
$18.8K - $21.2K
16.4K $1.9M
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

SELL
 -
-268
- 1.29%
$24.7K - $27.8K
20.5K $2.37M
Apr 21, 2022 Q1 2022
Keystone Wealth Services, LLC

SELL
 -
-299
- 2.05%
$27.6K - $31.1K
14.3K $1.66M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-300
- 25.0%
$27.7K - $31.2K
900 $104K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-305
- 6.26%
$28.1K - $31.7K
4.57K $530K
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-382
Closed
$35.2K - $39.7K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-500
Closed
$46.1K - $51.9K
0 $0

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