Latest Institutional Transactions on First Tr Mid Cap Core Alphadex (FNX)
This table provides information on the latest institutional transactions involving First Tr Mid Cap Core Alphadex (FNX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-570- 3.0% |
$54.1K - $65.5K
|
18.4K
$2.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
43+ 2.09% |
$4.08K - $4.94K
|
2.11K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.34K- 6.39% |
$317K - $383K
|
48.9K
$5.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9- 0.23% |
$854 - $1.03K
|
3.86K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
121+ 0.75% |
$11.5K - $13.9K
|
16.3K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-3- 0.14% |
$285 - $345
|
2.1K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
188+ 5.73% |
$17.8K - $21.6K
|
3.47K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-101- 0.59% |
$9.59K - $11.6K
|
16.9K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 0.62% |
$4.27K - $5.17K
|
7.27K
$846K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.78KNew |
$169K - $204K
|
1.78K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-205- 7.85% |
$19.5K - $23.5K
|
2.41K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-141- 1.09% |
$13.4K - $16.2K
|
12.8K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-745- 13.41% |
$70.7K - $85.6K
|
4.81K
$560K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18+ 0.09% |
$1.71K - $2.07K
|
19.4K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-186- 2.22% |
$17.7K - $21.4K
|
8.19K
$953K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.58K+ 29.23% |
$339K - $411K
|
15.8K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.85KNew |
$746K - $902K
|
7.85K
$914K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-165- 5.43% |
$15.7K - $19K
|
2.87K
$334K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-106- 2.16% |
$10.1K - $12.2K
|
4.8K
$559K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
90+ 0.83% |
$8.54K - $10.3K
|
10.9K
$1.27M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
500New |
$52.6K - $61K
|
500
$58.2K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-241- 11.15% |
$25.4K - $29.4K
|
1.92K
$223K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.71K+ 60.6% |
$391K - $452K
|
9.84K
$1.14M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.98K- 53.63% |
$208K - $241K
|
1.71K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.1K+ 87.55% |
$2.75M - $3.18M
|
55.9K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 8.34% |
$1.17M - $1.36M
|
144K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-531- 5.0% |
$55.9K - $64.7K
|
10.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
74+ 0.22% |
$7.79K - $9.02K
|
33.2K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
854New |
$89.9K - $104K
|
854
$99.4K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-891- 15.31% |
$93.8K - $109K
|
4.93K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-109- 97.32% |
$11.5K - $13.3K
|
3
$349
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-60- 0.81% |
$6.32K - $7.32K
|
7.31K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.5K+ 8.0% |
$9.53M - $11M
|
1.22M
$142M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-75- 3.09% |
$7.9K - $9.14K
|
2.35K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8K+ 174.85% |
$1.34M - $1.56M
|
20.1K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.03% |
$105 - $122
|
3K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.59K- 45.57% |
$167K - $194K
|
1.9K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10K- 40.3% |
$1.05M - $1.22M
|
14.8K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.38KNew |
$566K - $655K
|
5.38K
$626K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.94% |
$3.26K - $3.78K
|
3.27K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131+ 3.43% |
$13.8K - $16K
|
3.95K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 6.36% |
$1.66M - $1.92M
|
233K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.93K- 1.16% |
$204K - $236K
|
164K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
516+ 2.73% |
$54.3K - $62.9K
|
19.4K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.54K+ 2.42% |
$478K - $553K
|
192K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 27.65% |
$1.09M - $1.26M
|
47.7K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-170- 0.81% |
$17.9K - $20.7K
|
20.8K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-44.7K- 95.27% |
$4.7M - $5.45M
|
2.22K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13+ 0.14% |
$1.37K - $1.59K
|
9.2K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.26% |
$1.05K - $1.22K
|
3.79K
$441K
|
|