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 212 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $810 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
41,483
shares
|
$5.03 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
40,203
shares
|
$4.87 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
37,154
shares
|
$4.5 Million
0.26% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
35,948
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.53%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
30,068
shares
|
$3.64 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
27,593
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2025
Added 314.12%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
25,672
shares
|
$3.11 Million
1.47% of portfolio
|
Q4 2025
Reduced 64.83%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
25,413
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,151
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
22,413
shares
|
$2.72 Million
4.36% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
21,638
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.3%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
21,024
shares
|
$2.55 Million
1.27% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
20,540
shares
|
$2.49 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,366
shares
|
$2.47 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
19,295
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
19,199
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,424
shares
|
$2.23 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
18,234
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2025
Added 148.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,768
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
16,757
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
16,386
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
15,700
shares
|
$1.9 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
15,037
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
14,472
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
13,165
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Added 3.79%
|
|