Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
64.2KNew |
$5.48M - $6.78M
|
64.2K
$7.44M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.8KNew |
$4.84M - $5.99M
|
56.8K
$6.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.5K+ 49.7% |
$4.47M - $5.54M
|
158K
$18.3M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
34KNew |
$2.9M - $3.59M
|
34K
$3.94M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.3K+ 60.81% |
$2.41M - $2.99M
|
74.9K
$8.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
25.4KNew |
$2.17M - $2.68M
|
25.4K
$2.95M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.4KNew |
$1.99M - $2.47M
|
23.4K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.1KNew |
$1.97M - $2.44M
|
23.1K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
21.4KNew |
$1.82M - $2.26M
|
21.4K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18.7K+ 37.7% |
$1.59M - $1.97M
|
68.3K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$1.53M - $1.89M
|
17.9K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.2K+ 122.77% |
$1.47M - $1.82M
|
31.2K
$3.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 34.34% |
$1.27M - $1.57M
|
58.2K
$6.75M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 9.66% |
$972K - $1.2M
|
129K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.26K+ 73.41% |
$705K - $872K
|
19.5K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.13K+ 4.88% |
$694K - $858K
|
175K
$20.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.52K+ 0.64% |
$641K - $794K
|
1.19M
$138M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.7K+ 23.2% |
$571K - $707K
|
35.6K
$4.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.23K+ 2.74% |
$532K - $658K
|
234K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.14K+ 94.99% |
$523K - $648K
|
12.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6KNew |
$512K - $633K
|
6K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.19KNew |
$443K - $548K
|
5.19K
$602K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4.26KNew |
$363K - $450K
|
4.26K
$494K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.17K+ 30.6% |
$355K - $439K
|
17.8K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.89KNew |
$332K - $410K
|
3.89K
$451K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.84K+ 14.54% |
$328K - $406K
|
30.3K
$3.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.79KNew |
$323K - $400K
|
3.79K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.5KNew |
$298K - $369K
|
3.5K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.84KNew |
$242K - $300K
|
2.84K
$329K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.14KNew |
$182K - $225K
|
2.14K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.12KNew |
$181K - $224K
|
2.12K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.1KNew |
$179K - $221K
|
2.1K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.99KNew |
$170K - $210K
|
1.99K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.93KNew |
$164K - $204K
|
1.93K
$224K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.93KNew |
$164K - $203K
|
1.93K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.77KNew |
$151K - $187K
|
1.77K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.53K+ 11.3% |
$130K - $161K
|
15K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 49.04% |
$122K - $150K
|
4.33K
$502K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.42K+ 2.53% |
$121K - $150K
|
57.5K
$6.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.06K+ 5.05% |
$90.4K - $112K
|
22K
$2.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.06K+ 4.03% |
$90.3K - $112K
|
27.3K
$3.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
947+ 13.96% |
$80.8K - $99.9K
|
7.73K
$896K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
807New |
$68.8K - $85.2K
|
807
$93.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
768+ 0.29% |
$65.5K - $81K
|
269K
$31.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
655+ 13.8% |
$55.9K - $69.1K
|
5.4K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
604+ 11.1% |
$51.5K - $63.7K
|
6.04K
$701K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
571+ 0.53% |
$48.7K - $60.3K
|
108K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
547+ 6.87% |
$46.6K - $57.7K
|
8.51K
$986K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
373+ 6.05% |
$31.8K - $39.4K
|
6.53K
$757K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
368+ 4.18% |
$31.4K - $38.8K
|
9.17K
$1.06M
|