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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-26K- 92.18% |
$2.59M - $2.94M
|
2.2K
$256K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.87KNew |
$187K - $212K
|
1.87K
$218K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-9- 18.0% |
$899 - $1.02K
|
41
$4.77K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
76K+ 311.39% |
$7.59M - $8.62M
|
100K
$11.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-169- 0.71% |
$16.9K - $19.2K
|
23.5K
$2.74M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
650New |
$64.9K - $73.7K
|
650
$75.6K
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.94KNew |
$194K - $220K
|
1.94K
$226K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
244New |
$24.4K - $27.7K
|
244
$28.4K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.81K- 47.84% |
$181K - $206K
|
1.98K
$230K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
90New |
$8.99K - $10.2K
|
90
$10.5K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
199New |
$19.9K - $22.6K
|
199
$23.2K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.5KNew |
$298K - $369K
|
3.5K
$407K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.53K+ 11.3% |
$130K - $161K
|
15K
$1.75M
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.19KNew |
$443K - $548K
|
5.19K
$604K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$8.61K - $10.7K
|
101
$11.8K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.1KNew |
$179K - $221K
|
2.1K
$244K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 16.22% |
$512 - $633
|
31
$3.61K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.12KNew |
$181K - $224K
|
2.12K
$247K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-294- 98.33% |
$25.1K - $31K
|
5
$582
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106New |
$9.04K - $11.2K
|
106
$12.3K
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4.26KNew |
$363K - $450K
|
4.26K
$496K
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.29KClosed |
$195K - $242K
|
0
$0
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-36- 1.59% |
$3.07K - $3.8K
|
2.23K
$260K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
273New |
$23.3K - $28.8K
|
273
$31.8K
|
|
Q3 2023 | |||||||
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$346K - $387K
|
3.83K
$446K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.71KNew |
$245K - $273K
|
2.71K
$315K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-576Closed |
$52.1K - $58.2K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.58KNew |
$595K - $664K
|
6.58K
$765K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
777New |
$70.3K - $78.5K
|
777
$90.4K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29New |
$2.62K - $2.93K
|
29
$3.38K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
206+ 24.15% |
$18.6K - $20.8K
|
1.06K
$123K
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
28.7KNew |
$2.6M - $2.9M
|
28.7K
$3.34M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
387New |
$35K - $39.1K
|
387
$45K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26- 0.77% |
$2.35K - $2.63K
|
3.36K
$391K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
246New |
$22.2K - $24.8K
|
246
$28.6K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.06KNew |
$638K - $713K
|
7.06K
$822K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113New |
$10.2K - $11.4K
|
113
$13.2K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-960- 42.97% |
$82.7K - $92.5K
|
1.27K
$148K
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.46K- 78.31% |
$728K - $815K
|
2.34K
$273K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.54KNew |
$219K - $245K
|
2.54K
$296K
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.5K- 82.26% |
$908K - $1.02M
|
2.27K
$265K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.76KNew |
$496K - $554K
|
5.76K
$670K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
145+ 5.86% |
$12.5K - $14K
|
2.62K
$305K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1+ 0.01% |
$86.1 - $96.3
|
10.1K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.34KNew |
$202K - $226K
|
2.34K
$273K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$250K - $279K
|
2.9K
$338K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-481- 15.1% |
$41.4K - $46.3K
|
2.71K
$315K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
332New |
$28.6K - $32K
|
332
$38.6K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-200- 66.67% |
$17.2K - $19.3K
|
100
$11.6K
|
|
Q1 2023 | |||||||
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.22K+ 31.35% |
$275K - $321K
|
13.5K
$1.57M
|