Wealthpoint, LLC First Tr Mid Cap Core Alphadex Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	$56.87 - $68.58 $8,644 - $10,424	-152 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$54.08 - $70.98 $8,220 - $10,788	152 New	152 $9,000

Others Institutions Holding FNX

# of Institutions

207

Shares Held

7.82M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.13M
Shares

$118 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

930K
Shares

$97.4 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

748K
Shares

$78.3 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

508K
Shares

$53.2 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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