U.S. Capital Wealth Advisors, LLC First Tr Mid Cap Core Alphadex Transaction History

U.S. Capital Wealth Advisors, LLC

$3.07 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$82.35 - $93.51 $98,820 - $112,212	1,200 New	1,200 $105,000

Others Institutions Holding FNX

# of Institutions

200

Shares Held

7.28M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.22M
Shares

$128 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

912K
Shares

$95.6 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

680K
Shares

$71.3 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

509K
Shares

$53.4 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$30.4 Million
0.05% of portfolio

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
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