Patriot Financial Group Insurance Agency, LLC First Tr Mid Cap Core Alphadex Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$64.12 - $70.28 $34,688 - $38,021	-541 Closed	0 $0
Q1 2019 Apr 29, 2019	BUY	$56.87 - $68.58 $30,766 - $37,101	541 New	541 $36,000

Others Institutions Holding FNX

# of Institutions

192

Shares Held

6.98M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.14M
Shares

$138 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

903K
Shares

$110 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

749K
Shares

$90.9 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$35.2 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

229K
Shares

$27.8 Million
0.01% of portfolio

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About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
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