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 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8+ 0.06% |
$842 - $975
|
12.4K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.1% |
$737 - $854
|
7.18K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5+ 0.26% |
$526 - $610
|
1.9K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 0.08% |
$421 - $488
|
5.03K
$563K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4+ 0.2% |
$421 - $488
|
1.97K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.14% |
$316 - $366
|
2.11K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$211 - $244
|
17K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.19% |
$211 - $244
|
1.04K
$117K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.06% |
$211 - $244
|
3.63K
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.49% |
$105 - $122
|
205
$23K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.05% |
$105 - $122
|
2.08K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.08% |
$105 - $122
|
94
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1- 0.01% |
$105 - $122
|
14.5K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.03% |
$105 - $122
|
3K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 14.29% |
$211 - $244
|
12
$1.34K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14- 0.39% |
$1.47K - $1.71K
|
3.6K
$403K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-15- 0.2% |
$1.58K - $1.83K
|
7.31K
$819K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-19- 0.13% |
$2K - $2.32K
|
15.1K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.94% |
$3.26K - $3.78K
|
3.27K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-32- 0.97% |
$3.37K - $3.9K
|
3.28K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-33- 0.6% |
$3.47K - $4.02K
|
5.49K
$615K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-39- 1.82% |
$4.11K - $4.76K
|
2.1K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-41- 1.76% |
$4.32K - $5K
|
2.29K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43- 1.73% |
$4.53K - $5.24K
|
2.45K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.47% |
$5.26K - $6.1K
|
10.5K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52- 1.68% |
$5.47K - $6.34K
|
3.04K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-52- 0.09% |
$5.47K - $6.34K
|
60.2K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-60- 0.81% |
$6.32K - $7.32K
|
7.31K
$819K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-72- 1.74% |
$7.58K - $8.78K
|
4.08K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-74- 2.22% |
$7.79K - $9.02K
|
3.25K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-75- 3.09% |
$7.9K - $9.14K
|
2.35K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-76- 0.35% |
$8K - $9.27K
|
21.4K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-77- 2.45% |
$8.11K - $9.39K
|
3.07K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 1.18% |
$10.5K - $12.2K
|
8.37K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-109- 97.32% |
$11.5K - $13.3K
|
3
$336
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-109- 3.14% |
$11.5K - $13.3K
|
3.36K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-113- 4.02% |
$11.9K - $13.8K
|
2.7K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-134- 3.35% |
$14.1K - $16.3K
|
3.87K
$434K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-136- 5.62% |
$14.3K - $16.6K
|
2.28K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-140- 0.73% |
$14.7K - $17.1K
|
19K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-148- 1.31% |
$15.6K - $18K
|
11.2K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-157- 3.1% |
$16.5K - $19.1K
|
4.91K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-157- 8.0% |
$16.5K - $19.1K
|
1.81K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-170- 0.81% |
$17.9K - $20.7K
|
20.8K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-175- 38.8% |
$18.4K - $21.3K
|
276
$30.9K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-241- 11.15% |
$25.4K - $29.4K
|
1.92K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-288- 50.0% |
$30.3K - $35.1K
|
288
$32.3K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-330- 81.48% |
$34.7K - $40.2K
|
75
$8.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-365- 3.26% |
$38.4K - $44.5K
|
10.8K
$1.21M
|