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
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
145+ 5.86% |
$12.5K - $14K
|
2.62K
$318K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 1.68% |
$12.2K - $13.7K
|
8.59K
$1.04M
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
115+ 1.01% |
$9.9K - $11.1K
|
11.5K
$1.39M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
102+ 0.23% |
$8.78K - $9.82K
|
45.3K
$5.49M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
95+ 4.07% |
$8.18K - $9.15K
|
2.43K
$295K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
79+ 1.51% |
$6.8K - $7.61K
|
5.31K
$644K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
78+ 0.52% |
$6.72K - $7.51K
|
15K
$1.81M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61+ 0.96% |
$5.25K - $5.88K
|
6.42K
$778K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50New |
$4.31K - $4.82K
|
50
$6.06K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35+ 0.67% |
$3.01K - $3.37K
|
5.29K
$641K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$2.84K - $3.18K
|
33
$4K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$1.03K - $1.16K
|
12
$1.46K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.27% |
$517 - $578
|
2.26K
$274K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2+ 0.26% |
$172 - $193
|
764
$92.7K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.01% |
$172 - $193
|
201
$24.4K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.1% |
$86.1 - $96.3
|
92
$11.2K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1+ 0.01% |
$86.1 - $96.3
|
10.1K
$1.22M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.04% |
$86.1 - $96.3
|
2.4K
$292K
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.2% |
$517 - $578
|
2.97K
$361K
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-11- 0.17% |
$947 - $1.06K
|
6.5K
$788K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11- 0.09% |
$947 - $1.06K
|
12.5K
$1.52M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12- 2.04% |
$1.03K - $1.16K
|
576
$69.9K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.18% |
$1.72K - $1.93K
|
11.4K
$1.38M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20- 0.71% |
$1.72K - $1.93K
|
2.78K
$337K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-30- 0.74% |
$2.58K - $2.89K
|
4.01K
$487K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-51- 2.12% |
$4.39K - $4.91K
|
2.36K
$286K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-80- 1.11% |
$6.89K - $7.71K
|
7.12K
$864K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-96- 2.87% |
$8.27K - $9.25K
|
3.25K
$394K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-96- 2.87% |
$8.27K - $9.25K
|
3.25K
$394K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-106- 3.04% |
$9.13K - $10.2K
|
3.39K
$411K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-106- 1.07% |
$9.13K - $10.2K
|
9.79K
$1.19M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-127- 19.16% |
$10.9K - $12.2K
|
536
$65K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-130- 77.84% |
$11.2K - $12.5K
|
37
$4.49K
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-155- 3.1% |
$13.3K - $14.9K
|
4.85K
$588K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-158- 1.19% |
$13.6K - $15.2K
|
13.2K
$1.6M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-175- 3.56% |
$15.1K - $16.9K
|
4.75K
$576K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-175- 7.28% |
$15.1K - $16.9K
|
2.23K
$270K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-200- 66.67% |
$17.2K - $19.3K
|
100
$12.1K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-208- 5.84% |
$17.9K - $20K
|
3.35K
$406K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-263- 1.54% |
$22.6K - $25.3K
|
16.8K
$2.04M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-310- 3.14% |
$26.7K - $29.9K
|
9.55K
$1.16M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-325- 7.35% |
$28K - $31.3K
|
4.1K
$497K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-337- 12.16% |
$29K - $32.5K
|
2.43K
$295K
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-353- 10.11% |
$30.4K - $34K
|
3.14K
$381K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-367- 18.21% |
$31.6K - $35.3K
|
1.65K
$200K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-416- 9.95% |
$35.8K - $40.1K
|
3.77K
$457K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-481- 15.1% |
$41.4K - $46.3K
|
2.71K
$328K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-560- 8.82% |
$48.2K - $53.9K
|
5.79K
$702K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-771- 1.36% |
$66.4K - $74.3K
|
55.8K
$6.77M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-835- 24.33% |
$71.9K - $80.4K
|
2.6K
$315K
|