Great Diamond Partners, LLC First Tr Mid Cap Core Alphadex Transaction History

Great Diamond Partners, LLC

$429 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 01, 2020	SELL	$41.56 - $74.15 $32,167 - $57,392	-774 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$65.08 - $72.75 $50,371 - $56,308	774 New	774 $56,000

Others Institutions Holding FNX

# of Institutions

178

Shares Held

6.93M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.19M
Shares

$127 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

849K
Shares

$90.9 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

758K
Shares

$81.1 Million
0.02% of portfolio
Kestra Advisory Services, LLC

346K
Shares

$37 Million
0.27% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

301K
Shares

$32.2 Million
0.05% of portfolio

About FIRST TR MID CAP CORE ALPHADEX

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