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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4+ 0.2% |
$421 - $488
|
1.97K
$207K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.14% |
$316 - $366
|
2.11K
$222K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.06% |
$211 - $244
|
3.63K
$381K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.19% |
$211 - $244
|
1.04K
$109K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$211 - $244
|
17K
$1.78M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.05% |
$105 - $122
|
2.08K
$218K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.49% |
$105 - $122
|
205
$21.5K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.08% |
$105 - $122
|
94
$9.86K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.26KNew |
$948K - $1.05M
|
8.26K
$866K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.3KNew |
$723K - $802K
|
6.3K
$660K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.15KNew |
$706K - $783K
|
6.15K
$645K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.7KNew |
$424K - $470K
|
3.7K
$388K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.07KNew |
$353K - $391K
|
3.07K
$322K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.35K+ 30.04% |
$270K - $300K
|
10.2K
$1.07M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.09KNew |
$240K - $266K
|
2.09K
$219K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$237K - $262K
|
2.06K
$216K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.81KNew |
$208K - $231K
|
1.81K
$190K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.77KNew |
$203K - $225K
|
1.77K
$186K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.74KNew |
$199K - $221K
|
1.74K
$182K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
915+ 44.1% |
$105K - $116K
|
2.99K
$314K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
859+ 6.72% |
$98.6K - $109K
|
13.6K
$1.43M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
173+ 5.36% |
$19.9K - $22K
|
3.4K
$357K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
170New |
$19.5K - $21.6K
|
170
$17.8K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 18.98% |
$17.4K - $19.3K
|
953
$99.9K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57New |
$6.54K - $7.25K
|
57
$5.98K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$6.08K - $6.75K
|
53
$5.56K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
46+ 2.1% |
$5.28K - $5.85K
|
2.24K
$234K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.62% |
$2.3K - $2.55K
|
3.25K
$341K
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
7+ 0.4% |
$803 - $891
|
1.77K
$185K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$230 - $255
|
464
$48.7K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.06% |
$115 - $127
|
1.81K
$189K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.04% |
$115 - $127
|
2.38K
$250K
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
183K+ 10294.54% |
$19.5M - $21.4M
|
185K
$19.4M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.65KNew |
$390K - $427K
|
3.65K
$382K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.35KNew |
$358K - $393K
|
3.35K
$352K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.83KNew |
$302K - $331K
|
2.83K
$296K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$227K - $249K
|
2.12K
$223K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.3KNew |
$138K - $152K
|
1.3K
$136K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
301New |
$32.2K - $35.3K
|
301
$31.6K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
160New |
$17.1K - $18.8K
|
160
$16.8K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.8% |
$107 - $117
|
126
$13.2K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
17.2KNew |
$1.8M - $1.94M
|
17.2K
$1.8M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.63KNew |
$171K - $184K
|
1.63K
$171K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.17KNew |
$122K - $132K
|
1.17K
$122K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
300New |
$31.4K - $33.9K
|
300
$31.5K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
100+ 3.04% |
$10.5K - $11.3K
|
3.39K
$356K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 750.0% |
$7.86K - $8.48K
|
85
$8.91K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
76K+ 311.39% |
$7.59M - $8.62M
|
100K
$10.5M
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.94KNew |
$194K - $220K
|
1.94K
$204K
|