Purchases and Sales Made in Q1 2024 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 2024. 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 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
197K+ 1353.58% |
$19.7M - $22.3M
|
211K
$24.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
124K+ 825.91% |
$12.4M - $14.1M
|
139K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
76K+ 311.39% |
$7.59M - $8.62M
|
100K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.8K+ 16.03% |
$4.77M - $5.41M
|
346K
$39.8M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
26K+ 76.4% |
$2.59M - $2.95M
|
60K
$6.91M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14K+ 55.34% |
$1.4M - $1.59M
|
39.4K
$4.54M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 64.25% |
$1.29M - $1.47M
|
33.1K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.6K+ 26.42% |
$1.06M - $1.2M
|
50.6K
$5.82M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 22.25% |
$1M - $1.14M
|
55.1K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.95K+ 9.62% |
$993K - $1.13M
|
113K
$13.1M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.54K+ 207.56% |
$852K - $968K
|
12.6K
$1.46M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.63K+ 0.65% |
$762K - $865K
|
1.19M
$137M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.62KNew |
$761K - $863K
|
7.62K
$877K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.36K+ 0.85% |
$635K - $721K
|
758K
$87.3M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.11KNew |
$610K - $693K
|
6.11K
$704K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.98K+ 30.64% |
$597K - $678K
|
25.5K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.52K+ 52.2% |
$451K - $512K
|
13.2K
$1.52M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.33KNew |
$433K - $491K
|
4.33K
$499K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.83K+ 2.96% |
$382K - $434K
|
133K
$15.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.59K+ 2.27% |
$358K - $406K
|
162K
$18.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.5K+ 12.79% |
$349K - $396K
|
30.8K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.49KNew |
$349K - $396K
|
3.49K
$402K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.49K+ 4.73% |
$348K - $395K
|
77.1K
$8.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.31K+ 1.11% |
$330K - $375K
|
301K
$34.6M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.17K+ 4.29% |
$317K - $360K
|
77.1K
$8.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.43K+ 3.55% |
$242K - $275K
|
70.7K
$8.15M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.94KNew |
$194K - $220K
|
1.94K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.87KNew |
$187K - $212K
|
1.87K
$216K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.17K+ 3.28% |
$117K - $132K
|
36.7K
$4.23M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.05KNew |
$105K - $119K
|
1.05K
$121K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
946+ 15.65% |
$94.5K - $107K
|
6.99K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
931+ 39.45% |
$93K - $106K
|
3.29K
$379K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
805+ 1.4% |
$80.4K - $91.3K
|
58.3K
$6.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
766+ 3.01% |
$76.5K - $86.8K
|
26.2K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
692+ 1.87% |
$69.1K - $78.5K
|
37.7K
$4.34M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
650New |
$64.9K - $73.7K
|
650
$74.9K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
627+ 8.87% |
$62.6K - $71.1K
|
7.69K
$886K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
546+ 7.06% |
$54.5K - $61.9K
|
8.28K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
513+ 16.47% |
$51.2K - $58.2K
|
3.63K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
244New |
$24.4K - $27.7K
|
244
$28.1K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
239+ 45.27% |
$23.9K - $27.1K
|
767
$88.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
199New |
$19.9K - $22.6K
|
199
$22.9K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
136New |
$13.6K - $15.4K
|
136
$15.7K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
125New |
$12.5K - $14.2K
|
125
$14.4K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
124+ 3.37% |
$12.4K - $14.1K
|
3.81K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
117+ 1.28% |
$11.7K - $13.3K
|
9.28K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
115+ 0.72% |
$11.5K - $13K
|
16.2K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
106+ 0.01% |
$10.6K - $12K
|
1.19M
$137M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
106+ 0.01% |
$10.6K - $12K
|
1.19M
$137M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
97New |
$9.69K - $11K
|
97
$11.2K
|