Latest Institutional Purchases of First Tr Mid Cap Core Alphadex (FNX)
This list provides information on the latest institutional transactions involving First Tr Mid Cap Core Alphadex (FNX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
508KNew |
$58.3M - $64.7M
|
508K
$60.2M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
108KNew |
$12.4M - $13.8M
|
108K
$12.8M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.6K+ 3.06% |
$3.17M - $3.52M
|
930K
$110M
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
27.1KNew |
$3.1M - $3.44M
|
27.1K
$3.21M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 7.15% |
$1.44M - $1.59M
|
188K
$22.2M
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
11KNew |
$1.27M - $1.41M
|
11K
$1.31M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.26KNew |
$948K - $1.05M
|
8.26K
$979K
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7.52KNew |
$863K - $958K
|
7.52K
$892K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.3KNew |
$723K - $802K
|
6.3K
$747K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
6.01K+ 3.13% |
$690K - $765K
|
198K
$23.5M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.78KNew |
$434K - $482K
|
3.78K
$448K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.7KNew |
$424K - $470K
|
3.7K
$438K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 28933.33% |
$398K - $442K
|
3.48K
$413K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.37K+ 47.5% |
$387K - $429K
|
10.5K
$1.24M
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.07KNew |
$353K - $391K
|
3.07K
$364K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.83K+ 9.08% |
$325K - $361K
|
34K
$4.03M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.43K+ 19.08% |
$278K - $309K
|
15.1K
$1.79M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.4K+ 4.0% |
$276K - $306K
|
62.4K
$7.4M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$237K - $262K
|
2.06K
$244K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$220K - $243K
|
1.91K
$227K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.81KNew |
$208K - $231K
|
1.81K
$215K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.74KNew |
$199K - $221K
|
1.74K
$206K
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.61K+ 5.22% |
$185K - $205K
|
32.4K
$3.84M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.4K+ 3.88% |
$160K - $178K
|
37.4K
$4.43M
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.3K+ 1.87% |
$149K - $165K
|
70.9K
$8.4M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.22K+ 39.71% |
$140K - $155K
|
4.29K
$509K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 2.87% |
$125K - $138K
|
38.9K
$4.61M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
859+ 6.72% |
$98.6K - $109K
|
13.6K
$1.62M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
672+ 22.58% |
$77.1K - $85.5K
|
3.65K
$432K
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
656+ 1.65% |
$75.3K - $83.5K
|
40.5K
$4.79M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
507+ 1.92% |
$58.2K - $64.5K
|
26.9K
$3.18M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
494+ 53.12% |
$56.7K - $62.9K
|
1.42K
$169K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
481+ 17.06% |
$55.2K - $61.2K
|
3.3K
$391K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
425+ 4.85% |
$48.8K - $54.1K
|
9.19K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
405New |
$46.5K - $51.5K
|
405
$48K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
359+ 0.6% |
$41.2K - $45.7K
|
60.3K
$7.14M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
309+ 9.78% |
$35.5K - $39.3K
|
3.47K
$411K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
185+ 3.53% |
$21.2K - $23.5K
|
5.43K
$644K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
170New |
$19.5K - $21.6K
|
170
$20.2K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 18.98% |
$17.4K - $19.3K
|
953
$113K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
101+ 0.14% |
$11.6K - $12.9K
|
70.7K
$8.38M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57New |
$6.54K - $7.25K
|
57
$6.76K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 1.53% |
$5.74K - $6.36K
|
3.31K
$393K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 3.13% |
$5.74K - $6.36K
|
1.65K
$195K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
46+ 2.1% |
$5.28K - $5.85K
|
2.24K
$265K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
35+ 0.22% |
$4.02K - $4.45K
|
15.9K
$1.89M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26+ 0.14% |
$2.98K - $3.31K
|
18.2K
$2.16M
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
20+ 0.09% |
$2.3K - $2.55K
|
21.4K
$2.54M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19+ 0.42% |
$2.18K - $2.42K
|
4.51K
$535K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$1.61K - $1.78K
|
14
$1.66K
|