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 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 4.86% |
$29.7K - $32.6K
|
6K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
269+ 0.04% |
$28.7K - $31.5K
|
749K
$80.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
214+ 7.1% |
$22.9K - $25.1K
|
3.23K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
160New |
$17.1K - $18.8K
|
160
$17.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
137+ 20.63% |
$14.6K - $16.1K
|
801
$86.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
134+ 3.79% |
$14.3K - $15.7K
|
3.67K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
102+ 0.21% |
$10.9K - $12K
|
49.1K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
89+ 10.02% |
$9.51K - $10.4K
|
977
$105K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
76+ 4.04% |
$8.12K - $8.91K
|
1.96K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
63+ 1.54% |
$6.73K - $7.38K
|
4.15K
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43+ 0.06% |
$4.59K - $5.04K
|
70.6K
$7.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40+ 1.97% |
$4.27K - $4.69K
|
2.08K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
31+ 0.35% |
$3.31K - $3.63K
|
8.81K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28+ 0.3% |
$2.99K - $3.28K
|
9.31K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26+ 0.14% |
$2.78K - $3.05K
|
18.2K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 0.64% |
$2.14K - $2.34K
|
3.16K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
19+ 0.09% |
$2.03K - $2.23K
|
21.4K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.65% |
$1.39K - $1.52K
|
2.01K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
13+ 0.67% |
$1.39K - $1.52K
|
1.96K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.11% |
$855 - $938
|
7.16K
$773K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6+ 0.05% |
$641 - $703
|
11.5K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.39% |
$427 - $469
|
1.04K
$112K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.04% |
$321 - $352
|
7.43K
$802K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$214 - $234
|
462
$49.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.08% |
$214 - $234
|
2.38K
$257K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.99% |
$214 - $234
|
204
$22K
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2+ 0.04% |
$214 - $234
|
5.06K
$546K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.1% |
$214 - $234
|
2.07K
$224K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.8% |
$107 - $117
|
126
$13.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6- 0.08% |
$641 - $703
|
7.42K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.27% |
$855 - $938
|
2.98K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8- 0.22% |
$855 - $938
|
3.6K
$389K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.09% |
$1.07K - $1.17K
|
10.6K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.43% |
$1.18K - $1.29K
|
2.56K
$276K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-19- 0.8% |
$2.03K - $2.23K
|
2.36K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-21- 0.52% |
$2.24K - $2.46K
|
4.06K
$438K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-21- 0.64% |
$2.24K - $2.46K
|
3.25K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-30- 0.86% |
$3.21K - $3.52K
|
3.46K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-34- 1.4% |
$3.63K - $3.98K
|
2.4K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-50- 0.45% |
$5.34K - $5.86K
|
11.1K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-54- 3.27% |
$5.77K - $6.33K
|
1.6K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-73- 0.05% |
$7.8K - $8.55K
|
162K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-88- 0.47% |
$9.4K - $10.3K
|
18.7K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-91- 2.51% |
$9.72K - $10.7K
|
3.53K
$381K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-93- 19.18% |
$9.94K - $10.9K
|
392
$42.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-116- 0.8% |
$12.4K - $13.6K
|
14.5K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-135- 0.92% |
$14.4K - $15.8K
|
14.6K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 14.42% |
$16K - $17.6K
|
890
$96K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-274- 3.41% |
$29.3K - $32.1K
|
7.76K
$838K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-278- 2.45% |
$29.7K - $32.6K
|
11.1K
$1.19M
|