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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
136New |
$13.6K - $15.4K
|
136
$15.6K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
90New |
$8.99K - $10.2K
|
90
$10.3K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.19KNew |
$443K - $548K
|
5.19K
$596K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4.26KNew |
$363K - $450K
|
4.26K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.5KNew |
$298K - $369K
|
3.5K
$402K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.12KNew |
$181K - $224K
|
2.12K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.1KNew |
$179K - $221K
|
2.1K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.53K+ 11.3% |
$130K - $161K
|
15K
$1.72M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
273New |
$23.3K - $28.8K
|
273
$31.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106New |
$9.04K - $11.2K
|
106
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$8.61K - $10.7K
|
101
$11.6K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
28.7KNew |
$2.6M - $2.9M
|
28.7K
$3.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.06KNew |
$638K - $713K
|
7.06K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.58KNew |
$595K - $664K
|
6.58K
$754K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$346K - $387K
|
3.83K
$440K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.71KNew |
$245K - $273K
|
2.71K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
777New |
$70.3K - $78.5K
|
777
$89.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
387New |
$35K - $39.1K
|
387
$44.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
246New |
$22.2K - $24.8K
|
246
$28.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
206+ 24.15% |
$18.6K - $20.8K
|
1.06K
$121K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113New |
$10.2K - $11.4K
|
113
$13K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29New |
$2.62K - $2.93K
|
29
$3.33K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.4KNew |
$810K - $906K
|
9.4K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.76KNew |
$496K - $554K
|
5.76K
$660K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$250K - $279K
|
2.9K
$333K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.54KNew |
$219K - $245K
|
2.54K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.34KNew |
$202K - $226K
|
2.34K
$269K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
332New |
$28.6K - $32K
|
332
$38.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
145+ 5.86% |
$12.5K - $14K
|
2.62K
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$1.03K - $1.16K
|
12
$1.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1+ 0.01% |
$86.1 - $96.3
|
10.1K
$1.16M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.7KNew |
$1.93M - $2.25M
|
22.7K
$2.6M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.28KNew |
$280K - $327K
|
3.28K
$376K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.22K+ 31.35% |
$275K - $321K
|
13.5K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.2KNew |
$272K - $318K
|
3.2K
$367K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.07KNew |
$261K - $305K
|
3.07K
$352K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.64KNew |
$225K - $262K
|
2.64K
$302K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.16K+ 17.01% |
$184K - $215K
|
14.8K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
414+ 14.68% |
$35.3K - $41.2K
|
3.24K
$371K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
216+ 93.51% |
$18.4K - $21.5K
|
447
$51.3K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
82+ 2.47% |
$6.99K - $8.16K
|
3.4K
$390K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18New |
$1.53K - $1.79K
|
18
$2.06K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.95K+ 1934.82% |
$819K - $930K
|
10.5K
$1.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.06K+ 664.75% |
$334K - $379K
|
4.67K
$535K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.79KNew |
$230K - $261K
|
2.79K
$320K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$98.8K - $112K
|
1.2K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
179New |
$14.7K - $16.7K
|
179
$20.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
134New |
$11K - $12.5K
|
134
$15.4K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
72+ 2.46% |
$5.93K - $6.73K
|
2.99K
$343K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
58New |
$4.78K - $5.42K
|
58
$6.65K
|
|