Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
508KNew |
$58.3M - $64.7M
|
508K
$59.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
108KNew |
$12.4M - $13.8M
|
108K
$12.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
107KNew |
$12.3M - $13.6M
|
107K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31K+ 816.16% |
$3.56M - $3.95M
|
34.8K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.6K+ 3.06% |
$3.17M - $3.52M
|
930K
$109M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
27.1KNew |
$3.1M - $3.44M
|
27.1K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.8KNew |
$2.85M - $3.16M
|
24.8K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.5K+ 8.53% |
$2.24M - $2.48M
|
248K
$29.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 7.15% |
$1.44M - $1.59M
|
188K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
11KNew |
$1.27M - $1.41M
|
11K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.26KNew |
$948K - $1.05M
|
8.26K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7.52KNew |
$863K - $958K
|
7.52K
$885K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.3KNew |
$723K - $802K
|
6.3K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.15KNew |
$706K - $783K
|
6.15K
$723K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6.01K+ 3.13% |
$690K - $765K
|
198K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.98KNew |
$686K - $761K
|
5.98K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.5K+ 2.78% |
$517K - $573K
|
166K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.78KNew |
$434K - $482K
|
3.78K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.7KNew |
$424K - $470K
|
3.7K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.68K+ 2.22% |
$422K - $468K
|
169K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.61K+ 2.78% |
$415K - $460K
|
133K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 28933.33% |
$398K - $442K
|
3.48K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.37K+ 47.5% |
$387K - $429K
|
10.5K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.07KNew |
$353K - $391K
|
3.07K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.99K+ 68.22% |
$343K - $381K
|
7.37K
$867K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.83K+ 9.08% |
$325K - $361K
|
34K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.43KNew |
$278K - $309K
|
2.43K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.43K+ 19.08% |
$278K - $309K
|
15.1K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.4K+ 4.0% |
$276K - $306K
|
62.4K
$7.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.35K+ 30.04% |
$270K - $300K
|
10.2K
$1.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.09KNew |
$240K - $266K
|
2.09K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$237K - $262K
|
2.06K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$220K - $243K
|
1.91K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.9KNew |
$217K - $241K
|
1.9K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.81KNew |
$208K - $231K
|
1.81K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.77KNew |
$203K - $225K
|
1.77K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.74KNew |
$199K - $221K
|
1.74K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.61K+ 5.22% |
$185K - $205K
|
32.4K
$3.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.4K+ 3.88% |
$160K - $178K
|
37.4K
$4.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.3K+ 1.87% |
$149K - $165K
|
70.9K
$8.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.22K+ 39.71% |
$140K - $155K
|
4.29K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 2.87% |
$125K - $138K
|
38.9K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
915+ 44.1% |
$105K - $116K
|
2.99K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
859+ 6.72% |
$98.6K - $109K
|
13.6K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
672+ 22.58% |
$77.1K - $85.5K
|
3.65K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
656+ 1.65% |
$75.3K - $83.5K
|
40.5K
$4.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
507+ 1.92% |
$58.2K - $64.5K
|
26.9K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
494+ 53.12% |
$56.7K - $62.9K
|
1.42K
$167K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
481+ 17.06% |
$55.2K - $61.2K
|
3.3K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
425+ 4.85% |
$48.8K - $54.1K
|
9.19K
$1.08M
|