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 198 institutions that hold shares in the stock, with a total of 7.33 Million shares, which have been reported (via 13F filing form) to have a value of $867 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
16,900
shares
|
$2 Million
0.26% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
16,882
shares
|
$2 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
16,275
shares
|
$1.92 Million
0.27% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
15,807
shares
|
$1.87 Million
0.15% of portfolio
|
Q2 2025
Added 29.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
15,117
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,806
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.3%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
14,533
shares
|
$1.72 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
14,501
shares
|
$1.71 Million
0.54% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
12,849
shares
|
$1.52 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
12,198
shares
|
$1.44 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,951
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
11,295
shares
|
$1.34 Million
0.54% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
11,159
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
10,919
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,642
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.43%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
10,544
shares
|
$1.25 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
10,442
shares
|
$1.23 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
10,195
shares
|
$1.21 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,098
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
9,835
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 60.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,200
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,091
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
8,187
shares
|
$967,949
0.25% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
7,854
shares
|
$928,578
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
7,571
shares
|
$895,119
0.51% of portfolio
|
Q1 2025
Added 0.64%
|