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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-424- 7.09% |
$44.6K - $51.7K
|
5.55K
$622K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-443- 1.1% |
$46.6K - $54K
|
39.9K
$4.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-498- 3.69% |
$52.4K - $60.7K
|
13K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500- 22.35% |
$52.6K - $61K
|
1.74K
$195K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-531- 5.0% |
$55.9K - $64.7K
|
10.1K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-534- 1.32% |
$56.2K - $65.1K
|
39.9K
$4.47M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-597- 5.41% |
$62.9K - $72.8K
|
10.4K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-608- 4.75% |
$64K - $74.1K
|
12.2K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-688- 14.73% |
$72.4K - $83.9K
|
3.98K
$446K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-784- 21.49% |
$82.5K - $95.6K
|
2.86K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-891- 15.31% |
$93.8K - $109K
|
4.93K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-954- 17.66% |
$100K - $116K
|
4.45K
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.04K- 5.02% |
$109K - $127K
|
19.6K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.06K- 26.55% |
$111K - $129K
|
2.92K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 4.02% |
$113K - $131K
|
25.7K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08K- 75.7% |
$113K - $131K
|
346
$38.8K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.32K- 28.16% |
$138K - $160K
|
3.36K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.59K- 45.57% |
$167K - $194K
|
1.9K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.93K- 1.16% |
$204K - $236K
|
164K
$18.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.98K- 53.63% |
$208K - $241K
|
1.71K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.11K- 3.88% |
$222K - $257K
|
52.3K
$5.86M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.11K- 39.15% |
$222K - $257K
|
3.28K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.44K- 4.11% |
$257K - $298K
|
57K
$6.38M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.29K- 56.12% |
$347K - $401K
|
2.57K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 99.66% |
$366K - $423K
|
12
$1.34K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.33K- 41.44% |
$456K - $528K
|
6.12K
$686K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 3.86% |
$525K - $608K
|
124K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-7.8K- 28.83% |
$821K - $951K
|
19.3K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10K- 40.3% |
$1.05M - $1.22M
|
14.8K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-11.2K- 99.31% |
$1.18M - $1.36M
|
78
$8.74K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.3K- 5.31% |
$1.19M - $1.37M
|
201K
$22.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-14.4K- 44.35% |
$1.51M - $1.75M
|
18K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 6.36% |
$1.66M - $1.92M
|
233K
$26.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.5K- 1.99% |
$1.95M - $2.26M
|
912K
$102M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19.3K- 34.47% |
$2.03M - $2.36M
|
36.7K
$4.11M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.2K- 69.43% |
$2.54M - $2.95M
|
10.6K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-44.7K- 95.27% |
$4.7M - $5.45M
|
2.22K
$248K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-46.7K- 65.97% |
$4.91M - $5.69M
|
24.1K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.5K- 9.02% |
$7.1M - $8.23M
|
680K
$76.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.5K- 41.29% |
$7.21M - $8.35M
|
97.4K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-100K- 99.08% |
$10.5M - $12.2M
|
927
$104K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-196K- 98.98% |
$20.6M - $23.9M
|
2.03K
$227K
|