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 207 institutions that hold shares in the stock, with a total of 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $846 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,131,499
shares
|
$125 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
930,345
shares
|
$103 Million
0.05% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
747,649
shares
|
$82.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
507,963
shares
|
$56.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
289,977
shares
|
$32 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
248,407
shares
|
$27.4 Million
0.01% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
211,995
shares
|
$23.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,664
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
197,940
shares
|
$21.9 Million
0.03% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
187,649
shares
|
$20.7 Million
0.13% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
169,285
shares
|
$18.7 Million
0.04% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
166,236
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
165,822
shares
|
$18.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
133,345
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
129,247
shares
|
$14.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
108,171
shares
|
$11.9 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
107,080
shares
|
$11.8 Million
10.72% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
86,209
shares
|
$9.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
70,906
shares
|
$7.83 Million
4.24% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
70,732
shares
|
$7.81 Million
4.25% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
70,307
shares
|
$7.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
62,420
shares
|
$6.89 Million
1.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
60,268
shares
|
$6.65 Million
0.25% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
59,411
shares
|
$6.56 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
59,194
shares
|
$6.54 Million
0.11% of portfolio
|
Q2 2024
Reduced 21.84%
|