Orion Portfolio Solutions, LLC First Tr Mid Cap Core Alphadex Transaction History

Orion Portfolio Solutions, LLC

$9.43 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 30, 2023	BUY	$85.22 - $99.52 $224,639 - $262,334	2,636 New	2,636 $237,000
Q1 2023 May 15, 2023	BUY	$85.22 - $99.52 $224,639 - $262,334	2,636 New	2,636 $237,000

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

$132 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

903K
Shares

$105 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

749K
Shares

$86.8 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$33.6 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

229K
Shares

$26.5 Million
0.01% of portfolio

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.