Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.3K+ 7.5% |
$7.11M - $8.07M
|
1.24M
$143M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69K+ 181.9% |
$5.68M - $6.45M
|
107K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
43.4KNew |
$3.57M - $4.06M
|
43.4K
$5.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.8K+ 5.18% |
$3.19M - $3.63M
|
788K
$91.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.6K+ 14.37% |
$2.6M - $2.96M
|
252K
$29.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3K+ 539.95% |
$2.17M - $2.46M
|
31.2K
$3.62M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.3KNew |
$2.09M - $2.37M
|
25.3K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.3KNew |
$2.09M - $2.37M
|
25.3K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23K+ 24.58% |
$1.89M - $2.15M
|
116K
$13.5M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.9K+ 290.06% |
$1.89M - $2.14M
|
30.8K
$3.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
20.4KNew |
$1.68M - $1.91M
|
20.4K
$2.36M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.4KNew |
$1.68M - $1.91M
|
20.4K
$2.36M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
20.4KNew |
$1.68M - $1.91M
|
20.4K
$2.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
19.6KNew |
$1.61M - $1.83M
|
19.6K
$2.27M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.5K+ 14.02% |
$1.52M - $1.73M
|
150K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15KNew |
$1.23M - $1.4M
|
15K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.3K+ 4.28% |
$1.18M - $1.34M
|
348K
$40.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2K+ 49.36% |
$920K - $1.04M
|
33.8K
$3.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
10.8KNew |
$890K - $1.01M
|
10.8K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$847K - $962K
|
10.3K
$1.19M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$846K - $961K
|
10.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.95K+ 1934.82% |
$819K - $930K
|
10.5K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.7K+ 60.14% |
$716K - $813K
|
23.2K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.31KNew |
$602K - $683K
|
7.31K
$847K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.37KNew |
$525K - $596K
|
6.37K
$739K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.87K+ 3.48% |
$483K - $549K
|
174K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5K+ 24.03% |
$412K - $468K
|
25.8K
$2.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.96K+ 5.51% |
$409K - $464K
|
95K
$11M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.39K+ 8.51% |
$362K - $411K
|
56K
$6.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.35KNew |
$358K - $407K
|
4.35K
$504K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.06K+ 664.75% |
$334K - $379K
|
4.67K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.74K+ 34.86% |
$308K - $350K
|
14.5K
$1.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.74K+ 1.4% |
$308K - $350K
|
271K
$31.4M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.7KNew |
$305K - $346K
|
3.7K
$429K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.42KNew |
$281K - $320K
|
3.42K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.38K+ 647.32% |
$278K - $316K
|
3.9K
$452K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
3.19K+ 8.06% |
$263K - $298K
|
42.8K
$4.96M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.79KNew |
$230K - $261K
|
2.79K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.73KNew |
$225K - $256K
|
2.73K
$317K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.51KNew |
$207K - $235K
|
2.51K
$291K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.48K+ 1.13% |
$204K - $232K
|
222K
$25.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.44KNew |
$201K - $228K
|
2.44K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.44KNew |
$201K - $228K
|
2.44K
$283K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
2.4KNew |
$198K - $225K
|
2.4K
$279K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.07K+ 4.65% |
$170K - $193K
|
46.5K
$5.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.81K+ 13.42% |
$149K - $169K
|
15.3K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.7K+ 29.07% |
$140K - $159K
|
7.54K
$874K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.61K+ 8.0% |
$133K - $151K
|
21.8K
$2.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.53K+ 3.49% |
$126K - $143K
|
45.4K
$5.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.32KNew |
$108K - $123K
|
1.32K
$152K
|