Ima Wealth, Inc. First Tr Mid Cap Core Alphadex Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 15, 2019	SELL	$54.08 - $70.98 $1,730 - $2,271	-32 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$68.55 - $73.03 $2,193 - $2,336	32 New	32 $2,000

Others Institutions Holding FNX

# of Institutions

191

Shares Held

7.02M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.14M
Shares

$133 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

903K
Shares

$106 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

749K
Shares

$87.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$33.9 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

229K
Shares

$26.8 Million
0.01% of portfolio

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
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