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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-908- 12.09% |
$78.2K - $87.5K
|
6.6K
$801K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-960- 42.97% |
$82.7K - $92.5K
|
1.27K
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.05K- 20.9% |
$90.5K - $101K
|
3.98K
$482K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.18K- 7.04% |
$102K - $114K
|
15.6K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.31K- 8.88% |
$113K - $126K
|
13.5K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.98K- 7.31% |
$171K - $191K
|
25.2K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.02K- 2.49% |
$174K - $195K
|
79.1K
$9.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.25K- 93.79% |
$194K - $217K
|
149
$18.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.99K- 2.08% |
$257K - $288K
|
141K
$17.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.31K- 18.83% |
$285K - $319K
|
14.3K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.58K- 13.59% |
$308K - $345K
|
22.8K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.32K- 14.13% |
$372K - $416K
|
26.2K
$3.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-4.38K- 35.12% |
$377K - $422K
|
8.09K
$981K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.45K- 2.28% |
$470K - $525K
|
234K
$28.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.71K- 21.1% |
$491K - $550K
|
21.3K
$2.59M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-5.83K- 23.33% |
$502K - $562K
|
19.2K
$2.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.51K- 6.9% |
$561K - $627K
|
87.8K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.02K- 11.45% |
$604K - $676K
|
54.3K
$6.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.42K- 25.76% |
$725K - $811K
|
24.3K
$2.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.46K- 78.31% |
$728K - $815K
|
2.34K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-9.4K- 20.67% |
$810K - $906K
|
36.1K
$4.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 9.46% |
$891K - $996K
|
99K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.5K- 82.26% |
$908K - $1.02M
|
2.27K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.6K- 47.26% |
$1M - $1.12M
|
13K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.9K- 4.35% |
$1.46M - $1.63M
|
373K
$45.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.7K- 68.27% |
$1.53M - $1.71M
|
8.24K
$1M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.8K- 18.99% |
$1.87M - $2.1M
|
92.8K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.9K- 16.8% |
$1.88M - $2.11M
|
108K
$13.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.9K- 74.36% |
$1.98M - $2.21M
|
7.91K
$959K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27.9K- 99.16% |
$2.4M - $2.69M
|
237
$28.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-33.3K- 87.07% |
$2.87M - $3.21M
|
4.95K
$600K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-140K- 78.66% |
$12.1M - $13.5M
|
38.1K
$4.62M
|