Forth Right Wealth Management, LLC First Tr Mid Cap Core Alphadex Transaction History

Forth Right Wealth Management, LLC

$288 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 26, 2021	SELL	$81.91 - $96.79 $4,095 - $4,839	-50 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$66.83 - $84.28 $3,341 - $4,214	50 New	50 $4,000

Others Institutions Holding FNX

# of Institutions

192

Shares Held

7.33M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.14M
Shares

$136 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

903K
Shares

$108 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

749K
Shares

$89.5 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

508K
Shares

$60.7 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$34.6 Million
0.05% of portfolio

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
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