Peterson Wealth Advisors, LLC First Tr Mid Cap Core Alphadex Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$44.13 - $69.51 $396,728 - $624,894	-8,990 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$41.56 - $74.15 $373,624 - $666,608	8,990 New	8,990 $434,000

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

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

903K
Shares

$109 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

749K
Shares

$90.5 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

508K
Shares

$61.4 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$35 Million
0.05% of portfolio

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
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