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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-137- 0.24% |
$15.7K - $17.4K
|
56.4K
$6.63M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-138- 2.3% |
$15.8K - $17.6K
|
5.87K
$690K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-149Closed |
$17.1K - $19K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-158- 52.67% |
$18.1K - $20.1K
|
142
$16.7K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-186- 1.68% |
$21.3K - $23.7K
|
10.9K
$1.28M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-195- 2.93% |
$22.4K - $24.8K
|
6.45K
$758K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-203- 5.75% |
$23.3K - $25.8K
|
3.33K
$391K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-205- 5.09% |
$23.5K - $26.1K
|
3.82K
$450K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-214- 8.92% |
$24.6K - $27.2K
|
2.19K
$257K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-220- 2.36% |
$25.2K - $28K
|
9.09K
$1.07M
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-225- 2.16% |
$25.8K - $28.6K
|
10.2K
$1.2M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-242- 2.1% |
$27.8K - $30.8K
|
11.3K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-247- 10.48% |
$28.3K - $31.4K
|
2.11K
$248K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-251- 64.03% |
$28.8K - $31.9K
|
141
$16.6K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-364- 7.23% |
$41.8K - $46.3K
|
4.67K
$549K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-368- 1.72% |
$42.2K - $46.8K
|
21K
$2.47M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-393- 0.56% |
$45.1K - $50K
|
70.3K
$8.27M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-417- 3.26% |
$47.9K - $53.1K
|
12.4K
$1.46M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-509- 4.32% |
$58.4K - $64.8K
|
11.3K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-511- 4.59% |
$58.6K - $65K
|
10.6K
$1.25M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-664- 42.51% |
$76.2K - $84.5K
|
898
$106K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-865- 88.54% |
$99.3K - $110K
|
112
$13.2K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-964- 4.8% |
$111K - $123K
|
19.1K
$2.25M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-977- 6.75% |
$112K - $124K
|
13.5K
$1.59M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.25K- 34.13% |
$144K - $159K
|
2.42K
$284K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.29K- 0.17% |
$148K - $164K
|
748K
$87.9M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.37K- 6.22% |
$157K - $175K
|
20.7K
$2.43M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.41K- 9.07% |
$162K - $180K
|
14.2K
$1.67M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 1.22% |
$183K - $203K
|
129K
$15.2M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.91K- 2.17% |
$219K - $243K
|
86.2K
$10.1M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.03K- 27.3% |
$233K - $258K
|
5.4K
$635K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 26.01% |
$235K - $260K
|
5.82K
$685K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.22K- 4.51% |
$254K - $282K
|
46.9K
$5.51M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.36K- 5.51% |
$270K - $300K
|
40.4K
$4.75M
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.37K- 30.58% |
$272K - $302K
|
5.39K
$634K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.1K- 8.57% |
$356K - $395K
|
33.1K
$3.89M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.47K- 5.52% |
$398K - $442K
|
59.4K
$6.99M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.79K- 42.97% |
$435K - $482K
|
5.02K
$591K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.56K- 7.53% |
$524K - $581K
|
56K
$6.59M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.85K- 2.84% |
$556K - $617K
|
166K
$19.5M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.61K- 0.67% |
$874K - $969K
|
1.13M
$133M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.51K- 22.22% |
$977K - $1.08M
|
29.8K
$3.5M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.52K- 13.55% |
$978K - $1.08M
|
54.4K
$6.4M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 4.87% |
$1.25M - $1.38M
|
212K
$24.9M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.8K- 99.91% |
$1.47M - $1.63M
|
12
$1.41K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25K- 31.31% |
$2.87M - $3.19M
|
54.9K
$6.46M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32.7K- 99.18% |
$3.75M - $4.16M
|
271
$31.9K
|