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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-791- 46.23% |
$79K - $89.7K
|
920
$106K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-805- 18.09% |
$80.4K - $91.3K
|
3.65K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-810- 13.16% |
$80.9K - $91.8K
|
5.34K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-814- 9.57% |
$81.3K - $92.3K
|
7.69K
$882K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-995- 7.9% |
$99.4K - $113K
|
11.6K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08K- 59.7% |
$108K - $122K
|
729
$83.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.17K- 7.89% |
$117K - $133K
|
13.6K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.29K- 1.68% |
$129K - $146K
|
75.7K
$8.69M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.36K- 10.75% |
$136K - $154K
|
11.3K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.57K- 5.18% |
$156K - $178K
|
28.7K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.64K- 11.67% |
$164K - $186K
|
12.4K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.81K- 47.84% |
$181K - $206K
|
1.98K
$227K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.91K- 5.56% |
$191K - $217K
|
32.5K
$3.72M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.17K- 44.43% |
$217K - $246K
|
2.72K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.65K- 14.77% |
$264K - $300K
|
15.3K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.91K- 53.14% |
$290K - $329K
|
2.56K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.67K- 10.72% |
$367K - $416K
|
30.6K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.97K- 66.1% |
$396K - $450K
|
2.04K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.02K- 33.2% |
$401K - $455K
|
8.08K
$927K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.16K- 18.87% |
$415K - $471K
|
17.9K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.22K- 13.8% |
$721K - $819K
|
45.1K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.6K- 58.98% |
$1.36M - $1.55M
|
9.48K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.1K- 8.63% |
$1.51M - $1.71M
|
160K
$18.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 6.27% |
$1.51M - $1.71M
|
226K
$25.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.4K- 1.78% |
$1.53M - $1.74M
|
849K
$97.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15.8K- 88.8% |
$1.58M - $1.79M
|
1.99K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.9K- 88.73% |
$1.59M - $1.8M
|
2.02K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.5K- 6.15% |
$1.65M - $1.87M
|
252K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.7K- 9.12% |
$2.26M - $2.57M
|
226K
$25.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-24.3K- 60.61% |
$2.43M - $2.76M
|
15.8K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.9K- 10.66% |
$2.49M - $2.83M
|
209K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-26K- 92.18% |
$2.59M - $2.94M
|
2.2K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.3K- 25.29% |
$2.72M - $3.09M
|
80.5K
$9.23M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.3K- 37.82% |
$2.83M - $3.21M
|
46.6K
$5.34M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.8K- 92.27% |
$2.88M - $3.27M
|
2.41K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-79K- 84.03% |
$7.89M - $8.96M
|
15K
$1.72M
|