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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-351- 33.4% |
$37.5K - $41.1K
|
700
$81.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-445- 4.1% |
$47.5K - $52.1K
|
10.4K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-448- 6.02% |
$47.9K - $52.5K
|
6.99K
$811K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-462- 6.69% |
$49.4K - $54.1K
|
6.44K
$747K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-520- 3.9% |
$55.6K - $60.9K
|
12.8K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-548- 13.14% |
$58.6K - $64.2K
|
3.62K
$420K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-556- 37.42% |
$59.4K - $65.2K
|
930
$108K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-610- 16.53% |
$65.2K - $71.5K
|
3.08K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-678- 10.7% |
$72.4K - $79.5K
|
5.66K
$656K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-703- 5.21% |
$75.1K - $82.4K
|
12.8K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-787- 3.55% |
$84.1K - $92.2K
|
21.4K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-827- 52.71% |
$88.4K - $96.9K
|
742
$86K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-851- 3.07% |
$90.9K - $99.7K
|
26.9K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-888- 3.26% |
$94.9K - $104K
|
26.4K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 29.47% |
$126K - $138K
|
2.82K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.39K- 10.56% |
$149K - $163K
|
11.8K
$1.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.61K- 15.54% |
$172K - $189K
|
8.76K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.75K- 67.48% |
$400K - $439K
|
1.81K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 3.44% |
$499K - $547K
|
131K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.15K- 10.2% |
$764K - $837K
|
62.9K
$7.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.54K- 30.2% |
$1.02M - $1.12M
|
22K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.57K- 71.57% |
$1.02M - $1.12M
|
3.8K
$440K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.82K- 68.6% |
$1.05M - $1.15M
|
4.49K
$521K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12K- 3.96% |
$1.28M - $1.4M
|
290K
$33.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 5.0% |
$1.29M - $1.41M
|
229K
$26.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23K- 10.02% |
$2.46M - $2.7M
|
207K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-26.3K- 10.56% |
$2.81M - $3.08M
|
223K
$25.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31.1K- 86.08% |
$3.33M - $3.65M
|
5.04K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.6K- 3.44% |
$4.34M - $4.75M
|
1.14M
$132M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.8K- 34.35% |
$4.47M - $4.9M
|
80K
$9.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.5K- 96.05% |
$6.57M - $7.21M
|
2.53K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-120K- 40.68% |
$12.8M - $14.1M
|
175K
$20.3M
|