Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
190K+ 9554.23% |
$20.3M - $22.3M
|
192K
$22.5M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
183K+ 10294.54% |
$19.5M - $21.4M
|
185K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60.6KNew |
$6.47M - $7.1M
|
60.6K
$7.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
56.5KNew |
$6.04M - $6.63M
|
56.5K
$6.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42K+ 4.88% |
$4.49M - $4.93M
|
903K
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 23.06% |
$3.32M - $3.64M
|
166K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.4K+ 252.36% |
$2.93M - $3.21M
|
38.3K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.9K+ 14.71% |
$2.34M - $2.57M
|
171K
$20M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 24.0% |
$1.46M - $1.6M
|
70.7K
$8.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
12.8KNew |
$1.37M - $1.5M
|
12.8K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 8.56% |
$1.09M - $1.2M
|
130K
$15.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.14K+ 141.72% |
$976K - $1.07M
|
15.6K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.99K+ 166.75% |
$854K - $937K
|
12.8K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.2K+ 55.83% |
$769K - $843K
|
20.1K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.61K+ 16935.9% |
$706K - $774K
|
6.64K
$777K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.52K+ 16.95% |
$483K - $530K
|
31.2K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.38KNew |
$468K - $514K
|
4.38K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.03KNew |
$430K - $472K
|
4.03K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.89K+ 6.6% |
$416K - $456K
|
62.9K
$7.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.86K+ 5.87% |
$412K - $452K
|
69.6K
$8.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.65KNew |
$390K - $427K
|
3.65K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.56K+ 10.96% |
$380K - $417K
|
36K
$4.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.35KNew |
$358K - $393K
|
3.35K
$392K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.22K+ 6.05% |
$344K - $377K
|
56.3K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.11K+ 16.69% |
$333K - $365K
|
21.8K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.83KNew |
$302K - $331K
|
2.83K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.66K+ 60.15% |
$285K - $312K
|
7.09K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.32KNew |
$248K - $272K
|
2.32K
$272K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$227K - $249K
|
2.12K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.97K+ 6.82% |
$210K - $230K
|
30.8K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.94K+ 3.33% |
$207K - $227K
|
60K
$7.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.81K+ 5.26% |
$193K - $212K
|
36.2K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.76KNew |
$188K - $206K
|
1.76K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.53K+ 41.1% |
$163K - $179K
|
5.25K
$614K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.44K+ 3.75% |
$154K - $169K
|
39.8K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.33K+ 20.4% |
$142K - $156K
|
7.84K
$917K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.32K+ 15.81% |
$141K - $155K
|
9.67K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.3KNew |
$138K - $152K
|
1.3K
$151K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.29K+ 2.2% |
$138K - $151K
|
59.9K
$7.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.21K+ 65.34% |
$130K - $142K
|
3.07K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
974+ 14.13% |
$104K - $114K
|
7.87K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
822+ 0.94% |
$87.8K - $96.3K
|
88.1K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
822+ 6.91% |
$87.8K - $96.3K
|
12.7K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
491+ 1.31% |
$52.5K - $57.5K
|
37.8K
$4.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
468+ 2.83% |
$50K - $54.8K
|
17K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
420+ 2.72% |
$44.9K - $49.2K
|
15.9K
$1.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
351+ 50.14% |
$37.5K - $41.1K
|
1.05K
$123K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
301New |
$32.2K - $35.3K
|
301
$35.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
294+ 5.59% |
$31.4K - $34.5K
|
5.56K
$650K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 4.86% |
$29.7K - $32.6K
|
6K
$702K
|