Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.8K+ 8.69% |
$8.42M - $9.42M
|
1.22M
$141M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.9K+ 8.96% |
$5.42M - $6.06M
|
765K
$88.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.1K+ 25.4% |
$5.09M - $5.69M
|
292K
$33.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.3K+ 25.02% |
$4.59M - $5.13M
|
266K
$30.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.9K+ 4.07% |
$2.92M - $3.27M
|
868K
$100M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.9K+ 115.93% |
$2.66M - $2.98M
|
57.6K
$6.64M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23K+ 119.16% |
$1.98M - $2.22M
|
42.4K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 418.82% |
$1.87M - $2.09M
|
26.9K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.4KNew |
$810K - $906K
|
9.4K
$1.08M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.4KNew |
$810K - $906K
|
9.4K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.53K+ 143.43% |
$648K - $725K
|
12.8K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.33K+ 5.96% |
$545K - $609K
|
112K
$13M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.05K+ 237.52% |
$521K - $582K
|
8.59K
$989K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.76KNew |
$496K - $554K
|
5.76K
$663K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.15KNew |
$443K - $496K
|
5.15K
$593K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.02K+ 10.36% |
$432K - $483K
|
53.4K
$6.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.79K+ 7.43% |
$413K - $462K
|
69.3K
$7.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
3K+ 7.2% |
$258K - $289K
|
44.7K
$5.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.98K+ 85.12% |
$256K - $287K
|
6.47K
$745K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$250K - $279K
|
2.9K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.85K+ 31.04% |
$246K - $275K
|
12K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.78K+ 18.17% |
$239K - $267K
|
18.1K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.54KNew |
$219K - $245K
|
2.54K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.34KNew |
$202K - $226K
|
2.34K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.28K+ 1.74% |
$196K - $219K
|
133K
$15.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.25K+ 3.27% |
$194K - $217K
|
71.1K
$8.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.24K+ 1693.18% |
$192K - $215K
|
2.37K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.21K+ 124.99% |
$190K - $213K
|
3.98K
$458K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.19K+ 18.08% |
$188K - $211K
|
14.3K
$1.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.13KNew |
$184K - $206K
|
2.13K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.12KNew |
$183K - $204K
|
2.12K
$244K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.1KNew |
$181K - $202K
|
2.1K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2K+ 17.46% |
$172K - $193K
|
13.5K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.73K+ 20.63% |
$149K - $167K
|
10.1K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.72K+ 22.91% |
$148K - $165K
|
9.21K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.46K+ 6.0% |
$126K - $141K
|
25.8K
$2.97M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.32K+ 5.09% |
$113K - $127K
|
27.2K
$3.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 2.89% |
$87.1K - $97.4K
|
36K
$4.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.01K+ 3.48% |
$87K - $97.3K
|
30.1K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
993+ 2.09% |
$85.5K - $95.6K
|
48.6K
$5.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
883+ 21.06% |
$76K - $85.1K
|
5.08K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
866+ 35.33% |
$74.6K - $83.4K
|
3.32K
$382K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
852New |
$73.4K - $82.1K
|
852
$98.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
645+ 1.28% |
$55.5K - $62.1K
|
50.9K
$5.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
404+ 0.15% |
$34.8K - $38.9K
|
261K
$30.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
380+ 2.37% |
$32.7K - $36.6K
|
16.4K
$1.89M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
345+ 1.68% |
$29.7K - $33.2K
|
20.8K
$2.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
332New |
$28.6K - $32K
|
332
$38.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300+ 21.68% |
$25.8K - $28.9K
|
1.68K
$194K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
225+ 17.11% |
$19.4K - $21.7K
|
1.54K
$177K
|