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 192 institutions that hold shares in the stock, with a total of 6.98 Million shares, which have been reported (via 13F filing form) to have a value of $848 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
59,194
shares
|
$7.12 Million
0.11% of portfolio
|
Q2 2024
Reduced 21.84%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
53,104
shares
|
$6.39 Million
0.15% of portfolio
|
Q2 2024
Added 14.04%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
49,096
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
42,729
shares
|
$5.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
39,795
shares
|
$4.79 Million
2.44% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
38,305
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2024
Added 252.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
37,831
shares
|
$4.55 Million
0.06% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
36,178
shares
|
$4.35 Million
0.11% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
36,007
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
31,186
shares
|
$3.75 Million
0.05% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
30,796
shares
|
$3.7 Million
2.63% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
26,909
shares
|
$3.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
26,362
shares
|
$3.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
22,047
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.2%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,770
shares
|
$2.62 Million
0.15% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
21,408
shares
|
$2.57 Million
4.9% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,375
shares
|
$2.57 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
20,082
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 55.83%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
18,735
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
18,168
shares
|
$2.18 Million
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
16,978
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
16,900
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
15,876
shares
|
$1.91 Million
0.24% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
15,586
shares
|
$1.87 Million
0.23% of portfolio
|
Q3 2024
Added 141.72%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
14,796
shares
|
$1.78 Million
0.11% of portfolio
|
Q2 2024
New holding
|