Purchases and Sales Made in Q2 2024 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 2024. 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 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
100+ 3.04% |
$10.5K - $11.3K
|
3.39K
$393K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
90+ 2.48% |
$9.43K - $10.2K
|
3.72K
$431K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 750.0% |
$7.86K - $8.48K
|
85
$9.85K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
75+ 3.58% |
$7.86K - $8.48K
|
2.17K
$252K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 0.89% |
$7.75K - $8.36K
|
8.35K
$968K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
63+ 2.96% |
$6.6K - $7.12K
|
2.19K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
20+ 0.11% |
$2.1K - $2.26K
|
18.1K
$2.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
18+ 0.44% |
$1.89K - $2.03K
|
4.08K
$473K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
17+ 0.19% |
$1.78K - $1.92K
|
8.78K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
15+ 0.8% |
$1.57K - $1.7K
|
1.88K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3New |
$314 - $339
|
3
$348
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$210 - $226
|
460
$53.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.05% |
$105 - $113
|
2K
$231K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.05% |
$105 - $113
|
2.14K
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.05% |
$105 - $113
|
2.07K
$240K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$105 - $113
|
664
$77K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$105 - $113
|
9.28K
$1.08M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.09% |
$105 - $113
|
93
$10.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$105 - $113
|
2.38K
$276K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$105 - $113
|
14.7K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4- 0.1% |
$419 - $452
|
4.04K
$468K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6- 0.08% |
$629 - $678
|
7.42K
$861K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13- 0.11% |
$1.36K - $1.47K
|
11.9K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 1.74% |
$1.68K - $1.81K
|
904
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-26- 0.12% |
$2.72K - $2.94K
|
21.4K
$2.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.37% |
$4.19K - $4.52K
|
10.6K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-43- 3.87% |
$4.51K - $4.86K
|
1.07K
$124K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-49- 1.34% |
$5.13K - $5.54K
|
3.62K
$420K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-83- 1.55% |
$8.7K - $9.38K
|
5.26K
$610K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-94- 1.1% |
$9.85K - $10.6K
|
8.47K
$982K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-125- 4.63% |
$13.1K - $14.1K
|
2.57K
$298K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-130- 21.14% |
$13.6K - $14.7K
|
485
$56.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-144- 0.2% |
$15.1K - $16.3K
|
70.6K
$8.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145- 1.06% |
$15.2K - $16.4K
|
13.5K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-147- 2.27% |
$15.4K - $16.6K
|
6.33K
$734K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-197- 3.65% |
$20.6K - $22.3K
|
5.21K
$603K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-222- 6.36% |
$23.3K - $25.1K
|
3.27K
$379K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-223- 5.7% |
$23.4K - $25.2K
|
3.69K
$428K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-249- 3.24% |
$26.1K - $28.1K
|
7.44K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-268- 7.04% |
$28.1K - $30.3K
|
3.54K
$410K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-340- 4.38% |
$35.6K - $38.4K
|
7.43K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-349- 1.55% |
$36.6K - $39.4K
|
22.2K
$2.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-351- 33.4% |
$36.8K - $39.7K
|
700
$81.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-364- 2.3% |
$38.1K - $41.1K
|
15.5K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-370- 8.47% |
$38.8K - $41.8K
|
4K
$463K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-386- 6.32% |
$40.4K - $43.6K
|
5.73K
$664K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-399- 7.87% |
$41.8K - $45.1K
|
4.67K
$541K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-413- 3.56% |
$43.3K - $46.7K
|
11.2K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-415- 11.39% |
$43.5K - $46.9K
|
3.23K
$374K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-462- 6.07% |
$48.4K - $52.2K
|
7.15K
$829K
|