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 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
45+ 1.25% |
$4.27K - $5.17K
|
3.65K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-230- 7.48% |
$21.8K - $26.4K
|
2.84K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-383- 1.59% |
$36.4K - $44K
|
23.7K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-96- 4.92% |
$9.11K - $11K
|
1.86K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
787+ 15.08% |
$74.7K - $90.4K
|
6.01K
$710K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
5.53K+ 4.97% |
$525K - $635K
|
117K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.76KNew |
$167K - $202K
|
1.76K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
51KNew |
$4.84M - $5.86M
|
51K
$6.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.1K- 8.87% |
$104K - $126K
|
11.3K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-766- 32.13% |
$72.7K - $88K
|
1.62K
$191K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-570- 3.0% |
$54.1K - $65.5K
|
18.4K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
43+ 2.09% |
$4.08K - $4.94K
|
2.11K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.34K- 6.39% |
$317K - $383K
|
48.9K
$5.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9- 0.23% |
$854 - $1.03K
|
3.86K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
188+ 5.73% |
$17.8K - $21.6K
|
3.47K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-3- 0.14% |
$285 - $345
|
2.1K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-101- 0.59% |
$9.59K - $11.6K
|
16.9K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
121+ 0.75% |
$11.5K - $13.9K
|
16.3K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.78KNew |
$169K - $204K
|
1.78K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 0.62% |
$4.27K - $5.17K
|
7.27K
$859K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-205- 7.85% |
$19.5K - $23.5K
|
2.41K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-141- 1.09% |
$13.4K - $16.2K
|
12.8K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18+ 0.09% |
$1.71K - $2.07K
|
19.4K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-745- 13.41% |
$70.7K - $85.6K
|
4.81K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-186- 2.22% |
$17.7K - $21.4K
|
8.19K
$968K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.58K+ 29.23% |
$339K - $411K
|
15.8K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-165- 5.43% |
$15.7K - $19K
|
2.87K
$339K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.85KNew |
$746K - $902K
|
7.85K
$929K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-106- 2.16% |
$10.1K - $12.2K
|
4.8K
$568K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
90+ 0.83% |
$8.54K - $10.3K
|
10.9K
$1.29M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
500New |
$52.6K - $61K
|
500
$59.1K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-241- 11.15% |
$25.4K - $29.4K
|
1.92K
$227K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.71K+ 60.6% |
$391K - $452K
|
9.84K
$1.16M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.98K- 53.63% |
$208K - $241K
|
1.71K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.1K+ 87.55% |
$2.75M - $3.18M
|
55.9K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-109- 97.32% |
$11.5K - $13.3K
|
3
$355
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-891- 15.31% |
$93.8K - $109K
|
4.93K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
854New |
$89.9K - $104K
|
854
$101K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
74+ 0.22% |
$7.79K - $9.02K
|
33.2K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-531- 5.0% |
$55.9K - $64.7K
|
10.1K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 8.34% |
$1.17M - $1.36M
|
144K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.5K+ 8.0% |
$9.53M - $11M
|
1.22M
$144M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-75- 3.09% |
$7.9K - $9.14K
|
2.35K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.93K- 1.16% |
$204K - $236K
|
164K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-60- 0.81% |
$6.32K - $7.32K
|
7.31K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.03% |
$105 - $122
|
3K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.59K- 45.57% |
$167K - $194K
|
1.9K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8K+ 174.85% |
$1.34M - $1.56M
|
20.1K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10K- 40.3% |
$1.05M - $1.22M
|
14.8K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.38KNew |
$566K - $655K
|
5.38K
$636K
|
|