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 208 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $828 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,148
shares
|
$447,610
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,045
shares
|
$436,495
0.01% of portfolio
|
Q2 2020
Reduced 0.74%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
4,004
shares
|
$432,071
0.2% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
3,973
shares
|
$428,726
0.04% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,823
shares
|
$412,539
0.0% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,783
shares
|
$408,223
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,748
shares
|
$404,446
0.16% of portfolio
|
Q2 2022
Added 2.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,696
shares
|
$398,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,648
shares
|
$393,655
0.04% of portfolio
|
Q4 2024
Added 22.58%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
3,647
shares
|
$393,547
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,628
shares
|
$391,497
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,614
shares
|
$389,986
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,487
shares
|
$376,282
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,484
shares
|
$375,958
0.02% of portfolio
|
Q4 2024
Added 28933.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,468
shares
|
$374,231
0.0% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,463
shares
|
$373,692
0.09% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
3,403
shares
|
$367,217
0.01% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,391
shares
|
$365,922
0.03% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,360
shares
|
$362,577
0.03% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,353
shares
|
$361,822
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
3,327
shares
|
$359,016
0.03% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,312
shares
|
$357,397
0.08% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
3,300
shares
|
$356,103
0.25% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
3,248
shares
|
$350,491
0.11% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,148
shares
|
$339,700
0.2% of portfolio
|
Q4 2024
Reduced 3.05%
|