Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-455- 27.61% |
$41.1K - $45.9K
|
1.19K
$138K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500- 18.02% |
$45.2K - $50.5K
|
2.27K
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-506- 3.25% |
$45.8K - $51.1K
|
15.1K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-576Closed |
$52.1K - $58.2K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-651- 13.43% |
$58.9K - $65.7K
|
4.2K
$487K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-925- 60.06% |
$83.6K - $93.4K
|
615
$71.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-944- 24.49% |
$85.4K - $95.3K
|
2.91K
$337K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 13.71% |
$98K - $109K
|
6.82K
$791K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-1.12K- 5.84% |
$101K - $113K
|
18K
$2.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.32K- 2.59% |
$119K - $133K
|
49.6K
$5.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.78K- 33.45% |
$161K - $179K
|
3.54K
$410K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2K- 78.52% |
$181K - $202K
|
547
$63.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 88.49% |
$208K - $232K
|
299
$34.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.56K- 2.92% |
$232K - $259K
|
85.3K
$9.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.98K- 36.15% |
$269K - $301K
|
5.26K
$610K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.03K- 5.26% |
$274K - $306K
|
54.6K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.02K- 13.36% |
$363K - $405K
|
26K
$3.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.5K- 75.74% |
$588K - $657K
|
2.08K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.14K- 33.44% |
$645K - $721K
|
14.2K
$1.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 20.11% |
$986K - $1.1M
|
43.4K
$5.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11.1K- 22.84% |
$1M - $1.12M
|
37.5K
$4.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15K- 41.61% |
$1.35M - $1.51M
|
21K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 24.98% |
$3.18M - $3.55M
|
106K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.8K- 14.57% |
$3.51M - $3.92M
|
228K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.5K- 13.55% |
$3.57M - $3.99M
|
252K
$29.2M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-46.2K- 49.8% |
$4.18M - $4.67M
|
46.6K
$5.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-68.9K- 18.5% |
$6.23M - $6.96M
|
304K
$35.2M
|