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 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $815 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,089
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
12,678
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
12,626
shares
|
$1.53 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
12,467
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
12,083
shares
|
$1.46 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
11,186
shares
|
$1.36 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
11,107
shares
|
$1.35 Million
0.64% of portfolio
|
Q3 2025
Reduced 70.96%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
10,985
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
10,808
shares
|
$1.31 Million
0.3% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
10,229
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
10,095
shares
|
$1.22 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
9,527
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2025
Reduced 41.46%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
9,364
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,918
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,746
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 78.66%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
8,459
shares
|
$1.03 Million
0.84% of portfolio
|
Q2 2025
Reduced 53.09%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,187
shares
|
$992,100
0.25% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
7,935
shares
|
$961,563
0.38% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,840
shares
|
$950,051
0.11% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
7,622
shares
|
$923,633
0.38% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
7,588
shares
|
$919,513
0.26% of portfolio
|
Q3 2025
Reduced 48.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,552
shares
|
$915,151
0.0% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,548
shares
|
$914,666
0.0% of portfolio
|
Q3 2025
Reduced 24.6%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
7,230
shares
|
$876,131
0.18% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
7,143
shares
|
$865,588
0.13% of portfolio
|
Q3 2025
Reduced 0.6%
|
|