Calton & Associates, Inc. First Tr Mid Cap Core Alphadex Transaction History

Calton & Associates, Inc.

$542 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$62.77 - $69.34 $103,947 - $114,827	-1,656 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$62.36 - $66.04 $103,268 - $109,362	1,656	1,656 $114,000

Others Institutions Holding FNX

# of Institutions

212

Shares Held

6.95M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.11M
Shares

$141 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

914K
Shares

$115 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

782K
Shares

$98.8 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

487K
Shares

$61.5 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$36.6 Million
0.05% of portfolio

About FIRST TR MID CAP CORE ALPHADEX

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