Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13KNew |
$107K - $115K
|
1.13K
$137K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
995+ 13.6% |
$93.8K - $101K
|
8.31K
$1M
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
916+ 24.25% |
$86.4K - $93K
|
4.69K
$566K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
840+ 25.61% |
$79.2K - $85.3K
|
4.12K
$497K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
680+ 16.12% |
$64.1K - $69.1K
|
4.9K
$591K
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
BUY
|
- |
657+ 1.94% |
$62K - $66.7K
|
34.5K
$4.16M
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
651+ 29.35% |
$61.4K - $66.1K
|
2.87K
$346K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
590+ 18.09% |
$55.6K - $59.9K
|
3.85K
$464K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
590+ 18.09% |
$55.6K - $59.9K
|
3.85K
$464K
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
584+ 2.58% |
$55.1K - $59.3K
|
23.2K
$2.8M
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
516New |
$48.7K - $52.4K
|
516
$62.2K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
466+ 1.41% |
$43.9K - $47.3K
|
33.6K
$4.06M
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
444New |
$41.9K - $45.1K
|
444
$53.5K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
366New |
$34.5K - $37.2K
|
366
$44.1K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350New |
$33K - $35.5K
|
350
$42.2K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
250+ 20.83% |
$23.6K - $25.4K
|
1.45K
$175K
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
199New |
$18.8K - $20.2K
|
199
$24K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
181+ 19.85% |
$17.1K - $18.4K
|
1.09K
$132K
|
|
Jul 27, 2021
Q2 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
147+ 4.43% |
$13.9K - $14.9K
|
3.47K
$418K
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
142+ 10.12% |
$13.4K - $14.4K
|
1.55K
$186K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
137New |
$12.9K - $13.9K
|
137
$16.5K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133+ 0.54% |
$12.5K - $13.5K
|
24.9K
$3M
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
132+ 2.97% |
$12.4K - $13.4K
|
4.57K
$551K
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
114New |
$10.8K - $11.6K
|
114
$13.7K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
112New |
$10.6K - $11.4K
|
112
$13.5K
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
81New |
$7.64K - $8.23K
|
81
$9.77K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
78New |
$7.36K - $7.92K
|
78
$9.41K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75+ 1.13% |
$7.07K - $7.62K
|
6.71K
$809K
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50+ 1.7% |
$4.72K - $5.08K
|
3K
$361K
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
50+ 1.45% |
$4.72K - $5.08K
|
3.5K
$422K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19+ 38.0% |
$1.79K - $1.93K
|
69
$8.32K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.45% |
$660 - $711
|
1.55K
$187K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7New |
$660 - $711
|
7
$844
|
|
Jul 26, 2021
Q2 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$377 - $406
|
4.43K
$534K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.15% |
$283 - $305
|
2K
$241K
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.11% |
$283 - $305
|
2.7K
$326K
|
|
Aug 16, 2021
Q2 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.8% |
$94.3 - $102
|
126
$15.2K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-14- 2.02% |
$1.32K - $1.42K
|
679
$81.9K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-39- 0.42% |
$3.68K - $3.96K
|
9.34K
$1.13M
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-75- 0.52% |
$7.07K - $7.62K
|
14.3K
$1.73M
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-114- 51.35% |
$10.8K - $11.6K
|
108
$13K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-147- 11.51% |
$13.9K - $14.9K
|
1.13K
$136K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-171- 4.23% |
$16.1K - $17.4K
|
3.87K
$467K
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-180- 7.82% |
$17K - $18.3K
|
2.12K
$256K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-226- 6.57% |
$21.3K - $23K
|
3.22K
$388K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-234- 4.52% |
$22.1K - $23.8K
|
4.95K
$597K
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-243- 8.64% |
$22.9K - $24.7K
|
2.57K
$310K
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-270- 1.56% |
$25.5K - $27.4K
|
17K
$2.05M
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-275- 0.95% |
$25.9K - $27.9K
|
28.6K
$3.44M
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-298- 3.01% |
$28.1K - $30.3K
|
9.59K
$1.16M
|