Purchases and Sales Made in Q1 2023 in First Tr Mid Cap Core Alphadex (FNX)
This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-454- 4.39% |
$38.7K - $45.2K
|
9.9K
$1.15M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-463- 12.69% |
$39.5K - $46.1K
|
3.19K
$369K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-517- 2.94% |
$44.1K - $51.5K
|
17.1K
$1.98M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-518- 1.88% |
$44.1K - $51.6K
|
27.1K
$3.14M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-522- 17.83% |
$44.5K - $51.9K
|
2.41K
$279K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-546- 12.19% |
$46.5K - $54.3K
|
3.93K
$456K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-658- 0.69% |
$56.1K - $65.5K
|
94.3K
$10.9M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-807- 0.75% |
$68.8K - $80.3K
|
106K
$12.3M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.14K- 6.07% |
$96.9K - $113K
|
17.6K
$2.04M
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.14K- 2.67% |
$97.2K - $114K
|
41.7K
$4.83M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.84K- 13.51% |
$156K - $183K
|
11.7K
$1.36M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.01K- 46.29% |
$172K - $200K
|
2.34K
$271K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.33K- 10.77% |
$199K - $232K
|
19.3K
$2.24M
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.82K- 14.42% |
$240K - $281K
|
16.8K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.84K- 28.03% |
$327K - $382K
|
9.86K
$1.14M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-3.93K- 13.57% |
$334K - $391K
|
25K
$2.9M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.74K- 16.3% |
$404K - $471K
|
24.3K
$2.82M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.81K- 87.88% |
$410K - $478K
|
663
$76.9K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.36K- 50.5% |
$456K - $533K
|
5.25K
$609K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.68K- 17.31% |
$484K - $565K
|
27.1K
$3.15M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.09K- 6.09% |
$604K - $706K
|
109K
$12.7M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.5K- 50.01% |
$639K - $746K
|
7.49K
$869K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.54K- 3.85% |
$728K - $850K
|
213K
$24.7M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.33K- 3.75% |
$795K - $928K
|
240K
$27.8M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.1K- 54.49% |
$862K - $1.01M
|
8.44K
$979K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 3.79% |
$876K - $1.02M
|
261K
$30.2M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.7K- 44.26% |
$1.16M - $1.36M
|
17.2K
$1.99M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 8.72% |
$1.17M - $1.37M
|
144K
$16.7M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18K- 12.1% |
$1.53M - $1.79M
|
131K
$15.2M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19K- 7.55% |
$1.62M - $1.89M
|
233K
$27M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-19.4K- 33.62% |
$1.65M - $1.93M
|
38.3K
$4.44M
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.3K- 84.23% |
$1.82M - $2.12M
|
4K
$463K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22K- 70.56% |
$1.88M - $2.19M
|
9.19K
$1.07M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.5K- 18.97% |
$2.6M - $3.03M
|
130K
$15.1M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-35.6K- 23.69% |
$3.03M - $3.54M
|
115K
$13.3M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112K- 9.06% |
$9.55M - $11.2M
|
1.13M
$130M
|