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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-915Closed |
$86.3K - $92.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.24KClosed |
$400K - $430K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
112New |
$10.6K - $11.4K
|
112
$12.8K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.01KClosed |
$95.6K - $103K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7New |
$660 - $711
|
7
$803
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-114- 51.35% |
$10.8K - $11.6K
|
108
$12.4K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350New |
$33K - $35.5K
|
350
$40.2K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-850Closed |
$80.2K - $86.3K
|
0
$0
|
|
Q1 2021 | |||||||
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.07KClosed |
$251K - $297K
|
0
$0
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-39- 78.0% |
$3.19K - $3.77K
|
11
$1.26K
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-543- 30.28% |
$44.5K - $52.6K
|
1.25K
$143K
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
166New |
$13.6K - $16.1K
|
166
$19K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-255Closed |
$20.9K - $24.7K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-134Closed |
$11K - $13K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$4.1K - $4.84K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-76Closed |
$5.08K - $6.41K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
42New |
$2.56K - $2.91K
|
42
$4.82K
|
|
Nov 12, 2020
Q3 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.12KClosed |
$251K - $286K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.37KClosed |
$144K - $164K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-175Closed |
$10.7K - $12.1K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1KClosed |
$678K - $772K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-125Closed |
$7.62K - $8.68K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300Closed |
$18.3K - $20.8K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
15.7KNew |
$959K - $1.09M
|
15.7K
$1.8M
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-102- 0.74% |
$4.5K - $7.09K
|
13.7K
$1.57M
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-400Closed |
$17.7K - $27.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-57.3KClosed |
$2.53M - $3.99M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.73KClosed |
$253K - $398K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.99KClosed |
$397K - $625K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100Closed |
$4.41K - $6.95K
|
0
$0
|
|
Q1 2020 | |||||||
Nov 14, 2024
Q1 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.42KClosed |
$142K - $253K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.98KClosed |
$124K - $221K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.45KClosed |
$143K - $256K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-4.06KClosed |
$169K - $301K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.32KClosed |
$138K - $246K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Xml Financial, LLC
|
SELL
|
- |
-3.55KClosed |
$147K - $263K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.77KClosed |
$115K - $205K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-774Closed |
$32.2K - $57.4K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.19KClosed |
$49.4K - $88.2K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.53KClosed |
$188K - $336K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58Closed |
$3.77K - $4.22K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1Closed |
$65.1 - $72.8
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35Closed |
$2.28K - $2.55K
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.6KClosed |
$299K - $335K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 04, 2019
Q3 2019
|
Bison Wealth, LLC
|
SELL
|
- |
-3.6KClosed |
$231K - $255K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-351Closed |
$22.6K - $24.9K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-120Closed |
$7.71K - $8.5K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-950Closed |
$60.9K - $66.8K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-619Closed |
$39.7K - $43.5K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.38KClosed |
$88.2K - $96.7K
|
0
$0
|