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 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
507+ 1.92% |
$58.2K - $64.5K
|
26.9K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
494+ 53.12% |
$56.7K - $62.9K
|
1.42K
$160K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
481+ 17.06% |
$55.2K - $61.2K
|
3.3K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
425+ 4.85% |
$48.8K - $54.1K
|
9.19K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
405New |
$46.5K - $51.5K
|
405
$45.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
359+ 0.6% |
$41.2K - $45.7K
|
60.3K
$6.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
309+ 9.78% |
$35.5K - $39.3K
|
3.47K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
302+ 4.32% |
$34.7K - $38.4K
|
7.3K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
189+ 1.01% |
$21.7K - $24.1K
|
18.9K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
185+ 3.53% |
$21.2K - $23.5K
|
5.43K
$609K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
173+ 5.36% |
$19.9K - $22K
|
3.4K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
170New |
$19.5K - $21.6K
|
170
$19.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 18.98% |
$17.4K - $19.3K
|
953
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
101+ 0.14% |
$11.6K - $12.9K
|
70.7K
$7.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57New |
$6.54K - $7.25K
|
57
$6.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$6.08K - $6.75K
|
53
$5.94K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 3.13% |
$5.74K - $6.36K
|
1.65K
$185K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 1.53% |
$5.74K - $6.36K
|
3.31K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
46+ 2.1% |
$5.28K - $5.85K
|
2.24K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
35+ 0.22% |
$4.02K - $4.45K
|
15.9K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26+ 0.14% |
$2.98K - $3.31K
|
18.2K
$2.04M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.62% |
$2.3K - $2.55K
|
3.25K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
20+ 0.09% |
$2.3K - $2.55K
|
21.4K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19+ 0.42% |
$2.18K - $2.42K
|
4.51K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$1.61K - $1.78K
|
14
$1.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
13+ 0.36% |
$1.49K - $1.65K
|
3.61K
$405K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.15% |
$1.26K - $1.4K
|
7.17K
$804K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
10+ 0.08% |
$1.15K - $1.27K
|
12.8K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.26% |
$918 - $1.02K
|
3.09K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7+ 0.36% |
$803 - $891
|
1.96K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
7+ 0.4% |
$803 - $891
|
1.77K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
7+ 0.36% |
$803 - $891
|
1.97K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.14% |
$574 - $636
|
3.63K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.39% |
$459 - $509
|
1.04K
$117K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
3+ 0.06% |
$344 - $382
|
5.07K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3+ 0.13% |
$344 - $382
|
2.33K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$344 - $382
|
17K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$230 - $255
|
464
$52K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.1% |
$230 - $255
|
2.08K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$115 - $127
|
8.47K
$949K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.05% |
$115 - $127
|
2.14K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.06% |
$115 - $127
|
1.81K
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$115 - $127
|
2.38K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.39% |
$459 - $509
|
1.03K
$115K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 0.2% |
$1.26K - $1.4K
|
5.54K
$621K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-35- 0.33% |
$4.02K - $4.45K
|
10.6K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37- 1.63% |
$4.25K - $4.71K
|
2.24K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40- 1.58% |
$4.59K - $5.09K
|
2.49K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-40- 1.99% |
$4.59K - $5.09K
|
1.97K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 1.84% |
$5.39K - $5.98K
|
2.51K
$282K
|