Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
301New |
$24.1K - $29.2K
|
301
$34.9K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
289New |
$23.1K - $28K
|
289
$33.5K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
221+ 11.34% |
$17.7K - $21.4K
|
2.17K
$251K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
155New |
$12.4K - $15K
|
155
$18K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
140New |
$11.2K - $13.6K
|
140
$16.2K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
123New |
$9.84K - $11.9K
|
123
$14.3K
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
100+ 2.66% |
$8K - $9.69K
|
3.86K
$447K
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
80+ 2.75% |
$6.4K - $7.75K
|
2.99K
$346K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
71+ 1.36% |
$5.68K - $6.88K
|
5.3K
$615K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
70+ 15.77% |
$5.6K - $6.78K
|
514
$59.6K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67+ 3.56% |
$5.36K - $6.49K
|
1.95K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
35+ 1.38% |
$2.8K - $3.39K
|
2.57K
$298K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
8+ 0.2% |
$640 - $775
|
3.95K
$458K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7+ 0.14% |
$560 - $678
|
4.93K
$571K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 2.56% |
$160 - $194
|
80
$9.27K
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.11% |
$80 - $96.9
|
91
$10.5K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 2.33% |
$80 - $96.9
|
42
$4.87K
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2- 0.03% |
$160 - $194
|
7.21K
$836K
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.02% |
$240 - $291
|
16.3K
$1.89M
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
SELL
|
- |
-11- 0.26% |
$880 - $1.07K
|
4.2K
$487K
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-24- 0.23% |
$1.92K - $2.33K
|
10.3K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24- 0.84% |
$1.92K - $2.33K
|
2.82K
$327K
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-25- 0.7% |
$2K - $2.42K
|
3.57K
$414K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-39- 0.24% |
$3.12K - $3.78K
|
16.4K
$1.9M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-40- 7.12% |
$3.2K - $3.88K
|
522
$60.5K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.42% |
$4K - $4.85K
|
11.8K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-58- 1.22% |
$4.64K - $5.62K
|
4.69K
$543K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-60- 5.55% |
$4.8K - $5.81K
|
1.02K
$118K
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-64- 0.13% |
$5.12K - $6.2K
|
50.7K
$5.88M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-75- 4.33% |
$6K - $7.27K
|
1.66K
$192K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-90- 2.65% |
$7.2K - $8.72K
|
3.3K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-99- 2.21% |
$7.92K - $9.59K
|
4.37K
$507K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-105- 1.79% |
$8.4K - $10.2K
|
5.75K
$666K
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-115- 0.4% |
$9.2K - $11.1K
|
28.6K
$3.32M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-143- 0.85% |
$11.4K - $13.9K
|
16.6K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-178- 1.63% |
$14.2K - $17.2K
|
10.7K
$1.24M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-246- 1.78% |
$19.7K - $23.8K
|
13.6K
$1.57M
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-269- 5.07% |
$21.5K - $26.1K
|
5.04K
$584K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-292- 5.15% |
$23.4K - $28.3K
|
5.38K
$624K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-320- 1.56% |
$25.6K - $31K
|
20.1K
$2.34M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-366- 8.58% |
$29.3K - $35.5K
|
3.9K
$452K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-533- 3.56% |
$42.6K - $51.7K
|
14.5K
$1.68M
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-616- 12.85% |
$49.3K - $59.7K
|
4.18K
$484K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-632- 17.25% |
$50.6K - $61.2K
|
3.03K
$351K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-817- 18.71% |
$65.4K - $79.2K
|
3.55K
$411K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-932- 24.19% |
$74.6K - $90.3K
|
2.92K
$339K
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.37K- 5.56% |
$110K - $133K
|
23.3K
$2.71M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.43K- 24.28% |
$114K - $138K
|
4.46K
$517K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.81K- 1.36% |
$145K - $176K
|
132K
$15.3M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.35K- 7.79% |
$188K - $227K
|
27.8K
$3.22M
|