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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
134+ 3.79% |
$14.3K - $15.7K
|
3.67K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.66K+ 60.15% |
$285K - $312K
|
7.09K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.39% |
$427 - $469
|
1.04K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.65% |
$1.39K - $1.52K
|
2.01K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 0.64% |
$2.14K - $2.34K
|
3.16K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.44K+ 3.75% |
$154K - $169K
|
39.8K
$4.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-19- 0.8% |
$2.03K - $2.23K
|
2.36K
$270K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.5K- 96.05% |
$6.57M - $7.21M
|
2.53K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42K+ 4.88% |
$4.49M - $4.93M
|
903K
$104M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-548- 13.14% |
$58.6K - $64.2K
|
3.62K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26+ 0.14% |
$2.78K - $3.05K
|
18.2K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.81K+ 5.26% |
$193K - $212K
|
36.2K
$4.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.54K- 30.2% |
$1.02M - $1.12M
|
22K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-30- 0.86% |
$3.21K - $3.52K
|
3.46K
$397K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.99K+ 166.75% |
$854K - $937K
|
12.8K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31.1K- 86.08% |
$3.33M - $3.65M
|
5.04K
$578K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-93- 19.18% |
$9.94K - $10.9K
|
392
$45K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$227K - $249K
|
2.12K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
822+ 6.91% |
$87.8K - $96.3K
|
12.7K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-91- 2.51% |
$9.72K - $10.7K
|
3.53K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-278- 2.45% |
$29.7K - $32.6K
|
11.1K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
12.8KNew |
$1.37M - $1.5M
|
12.8K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
301New |
$32.2K - $35.3K
|
301
$34.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.82K- 68.6% |
$1.05M - $1.15M
|
4.49K
$515K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 4.86% |
$29.7K - $32.6K
|
6K
$689K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
491+ 1.31% |
$52.5K - $57.5K
|
37.8K
$4.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
63+ 1.54% |
$6.73K - $7.38K
|
4.15K
$476K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.21K+ 65.34% |
$130K - $142K
|
3.07K
$352K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-135- 0.92% |
$14.4K - $15.8K
|
14.6K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
214+ 7.1% |
$22.9K - $25.1K
|
3.23K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.75K- 67.48% |
$400K - $439K
|
1.81K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.11% |
$855 - $938
|
7.16K
$822K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.08% |
$214 - $234
|
2.38K
$273K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.3KNew |
$138K - $152K
|
1.3K
$149K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.61K+ 16935.9% |
$706K - $774K
|
6.64K
$762K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.89K+ 6.6% |
$416K - $456K
|
62.9K
$7.22M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-308- 8.63% |
$32.9K - $36.1K
|
3.26K
$374K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.43% |
$1.18K - $1.29K
|
2.56K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.29K+ 2.2% |
$138K - $151K
|
59.9K
$6.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6+ 0.05% |
$641 - $703
|
11.5K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8- 0.22% |
$855 - $938
|
3.6K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.8K- 34.35% |
$4.47M - $4.9M
|
80K
$9.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43+ 0.06% |
$4.59K - $5.04K
|
70.6K
$8.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.04% |
$321 - $352
|
7.43K
$852K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-610- 16.53% |
$65.2K - $71.5K
|
3.08K
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-445- 4.1% |
$47.5K - $52.1K
|
10.4K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
420+ 2.72% |
$44.9K - $49.2K
|
15.9K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
76+ 4.04% |
$8.12K - $8.91K
|
1.96K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-21- 0.64% |
$2.24K - $2.46K
|
3.25K
$372K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.1% |
$214 - $234
|
2.07K
$238K
|