Institutional Ownership First Tr Mid Cap Core Alphadex (FNX)
This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 7.05 Million shares, which have been reported (via 13F filing form) to have a value of $859 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,112,844
shares
|
$136 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
914,162
shares
|
$111 Million
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
782,117
shares
|
$95.4 Million
0.02% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
487,310
shares
|
$59.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
289,977
shares
|
$35.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
275,693
shares
|
$33.6 Million
0.01% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
223,675
shares
|
$27.3 Million
0.0% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,664
shares
|
$25.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
176,257
shares
|
$21.5 Million
0.04% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
169,323
shares
|
$20.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
126,128
shares
|
$15.4 Million
0.03% of portfolio
|
Q2 2025
Added 29.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
125,891
shares
|
$15.3 Million
0.02% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
116,858
shares
|
$14.2 Million
24.54% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
103,936
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
90,823
shares
|
$11.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
79,719
shares
|
$9.72 Million
4.21% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
72,545
shares
|
$8.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 62.25%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
69,240
shares
|
$8.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
64,951
shares
|
$7.92 Million
0.37% of portfolio
|
Q2 2025
Added 75.22%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
59,810
shares
|
$7.29 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
59,194
shares
|
$7.22 Million
0.11% of portfolio
|
Q2 2024
Reduced 21.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
56,553
shares
|
$6.89 Million
0.0% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,404
shares
|
$6.88 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
54,227
shares
|
$6.61 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
53,200
shares
|
$6.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.64%
|