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 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
92+ 5.19% |
$9.19K - $10.4K
|
1.87K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
90New |
$8.99K - $10.2K
|
90
$10.3K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
36+ 0.2% |
$3.6K - $4.08K
|
18.1K
$2.08M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.83% |
$3.6K - $4.08K
|
4.37K
$501K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
35+ 0.31% |
$3.5K - $3.97K
|
11.4K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
26+ 0.12% |
$2.6K - $2.95K
|
21.4K
$2.46M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
20+ 1.04% |
$2K - $2.27K
|
1.95K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$999 - $1.13K
|
10
$1.15K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.15% |
$999 - $1.13K
|
6.75K
$774K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7+ 0.08% |
$699 - $794
|
8.76K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4+ 0.2% |
$399 - $453
|
2K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.1% |
$200 - $227
|
2.07K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$99.9 - $113
|
663
$76.1K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$99.9 - $113
|
14.7K
$1.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.05% |
$99.9 - $113
|
2.14K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.02% |
$99.9 - $113
|
5.4K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1+ 0.01% |
$99.9 - $113
|
11.5K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-9- 18.0% |
$899 - $1.02K
|
41
$4.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-13- 0.55% |
$1.3K - $1.47K
|
2.37K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-18- 0.84% |
$1.8K - $2.04K
|
2.13K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-19- 0.47% |
$1.9K - $2.15K
|
4.04K
$464K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-22- 36.07% |
$2.2K - $2.49K
|
39
$4.47K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37- 0.94% |
$3.7K - $4.19K
|
3.91K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-38- 0.19% |
$3.8K - $4.31K
|
19.5K
$2.24M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-53- 0.81% |
$5.29K - $6.01K
|
6.48K
$744K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-67- 0.78% |
$6.69K - $7.6K
|
8.57K
$983K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-68- 0.91% |
$6.79K - $7.71K
|
7.43K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-71- 2.9% |
$7.09K - $8.05K
|
2.38K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-76- 1.84% |
$7.59K - $8.62K
|
4.06K
$466K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-81- 0.68% |
$8.09K - $9.18K
|
11.9K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-110- 4.42% |
$11K - $12.5K
|
2.38K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-144- 0.64% |
$14.4K - $16.3K
|
22.5K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-169- 0.71% |
$16.9K - $19.2K
|
23.5K
$2.7M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-170- 1.57% |
$17K - $19.3K
|
10.7K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-188- 5.11% |
$18.8K - $21.3K
|
3.49K
$400K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-201- 21.61% |
$20.1K - $22.8K
|
729
$83.6K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-204- 7.18% |
$20.4K - $23.1K
|
2.64K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-253- 5.83% |
$25.3K - $28.7K
|
4.09K
$469K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-253- 6.55% |
$25.3K - $28.7K
|
3.61K
$414K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-300- 1.69% |
$30K - $34K
|
17.4K
$2M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-317- 3.92% |
$31.7K - $35.9K
|
7.77K
$891K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-321- 1.99% |
$32.1K - $36.4K
|
15.8K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-357- 10.6% |
$35.7K - $40.5K
|
3.01K
$346K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-368- 0.57% |
$36.8K - $41.7K
|
63.8K
$7.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-396- 46.37% |
$39.5K - $44.9K
|
458
$52.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-540- 0.93% |
$53.9K - $61.2K
|
57.7K
$6.62M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-550- 16.94% |
$54.9K - $62.4K
|
2.7K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-679- 12.03% |
$67.8K - $77K
|
4.97K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-693- 1.81% |
$69.2K - $78.6K
|
37.5K
$4.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-750- 2.12% |
$74.9K - $85K
|
34.6K
$3.97M
|