Valeo Financial Advisors, LLC First Tr Mid Cap Core Alphadex Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 15, 2019	SELL	$64.25 - $70.84 $7,710 - $8,500	-120 Closed	0 $0
Q2 2019 Jul 10, 2019	BUY	$64.12 - $70.28 $7,694 - $8,433	120 New	120 $8,000

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

$136 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

903K
Shares

$108 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

749K
Shares

$89.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

290K
Shares

$34.7 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

229K
Shares

$27.4 Million
0.01% of portfolio

About FIRST TR MID CAP CORE ALPHADEX

Ticker FNX
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