Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
100K+ 10797.95% |
$10.5M - $12.2M
|
101K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.5K+ 8.0% |
$9.53M - $11M
|
1.22M
$137M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.1K+ 87.55% |
$2.75M - $3.18M
|
55.9K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8K+ 174.85% |
$1.34M - $1.56M
|
20.1K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.2K+ 101833.33% |
$1.29M - $1.49M
|
12.2K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 8.34% |
$1.17M - $1.36M
|
144K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 27.65% |
$1.09M - $1.26M
|
47.7K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.47K+ 8.76% |
$997K - $1.16M
|
118K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.78K+ 7.86% |
$714K - $826K
|
93K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.38KNew |
$566K - $655K
|
5.38K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.54K+ 2.42% |
$478K - $553K
|
192K
$21.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.51K+ 13.26% |
$475K - $550K
|
38.5K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.44K+ 11.41% |
$467K - $541K
|
43.4K
$4.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
4.25K+ 3.97% |
$447K - $518K
|
111K
$12.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.02K+ 5.67% |
$424K - $491K
|
74.9K
$8.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.71K+ 60.6% |
$391K - $452K
|
9.84K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.92KNew |
$307K - $356K
|
2.92K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.55K+ 4.09% |
$269K - $311K
|
65K
$7.28M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$258K - $299K
|
2.45K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
2.08KNew |
$219K - $254K
|
2.08K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.04K+ 124.03% |
$215K - $249K
|
3.69K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.58KNew |
$166K - $193K
|
1.58K
$177K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.45K+ 2.65% |
$153K - $177K
|
56.4K
$6.32M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 0.68% |
$122K - $141K
|
170K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 9.78% |
$112K - $130K
|
12K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.02K+ 0.2% |
$108K - $125K
|
509K
$57M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
928+ 21.62% |
$97.7K - $113K
|
5.22K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
854New |
$89.9K - $104K
|
854
$95.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
726+ 3.9% |
$76.4K - $88.5K
|
19.4K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
709+ 2.06% |
$74.6K - $86.4K
|
35.1K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
516+ 2.73% |
$54.3K - $62.9K
|
19.4K
$2.18M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
500New |
$52.6K - $61K
|
500
$56K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
329+ 2.32% |
$34.6K - $40.1K
|
14.5K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
305+ 112.55% |
$32.1K - $37.2K
|
576
$64.5K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
290New |
$30.5K - $35.4K
|
290
$32.5K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
257+ 0.96% |
$27.1K - $31.3K
|
27.1K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
243+ 1.53% |
$25.6K - $29.6K
|
16.2K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
188+ 4.17% |
$19.8K - $22.9K
|
4.7K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
138+ 2.49% |
$14.5K - $16.8K
|
5.68K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131+ 3.43% |
$13.8K - $16K
|
3.95K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97+ 3.86% |
$10.2K - $11.8K
|
2.61K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
74+ 0.22% |
$7.79K - $9.02K
|
33.2K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
73+ 1.34% |
$7.69K - $8.9K
|
5.5K
$617K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
48+ 0.64% |
$5.05K - $5.85K
|
7.57K
$848K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
39+ 2.04% |
$4.11K - $4.76K
|
1.95K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20+ 0.03% |
$2.11K - $2.44K
|
70.3K
$7.88M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.08% |
$1.58K - $1.83K
|
18.2K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 0.22% |
$1.47K - $1.71K
|
6.46K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13+ 0.14% |
$1.37K - $1.59K
|
9.2K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.26% |
$1.05K - $1.22K
|
3.79K
$425K
|