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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
3,547
shares
|
$429,825
0.1% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
3,539
shares
|
$428,856
0.17% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
3,463
shares
|
$419,646
0.06% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,457
shares
|
$418,919
0.01% of portfolio
|
Q2 2025
Added 101.93%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,441
shares
|
$416,980
0.0% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,391
shares
|
$410,921
0.02% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,369
shares
|
$408,255
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,360
shares
|
$407,164
0.03% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
3,355
shares
|
$406,558
0.13% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,353
shares
|
$406,316
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,230
shares
|
$391,411
0.01% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
3,204
shares
|
$388,260
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,198
shares
|
$387,533
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,047
shares
|
$369,235
0.17% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
3,001
shares
|
$363,661
0.04% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,993
shares
|
$362,691
0.4% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
2,904
shares
|
$351,906
0.03% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,900
shares
|
$351,422
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
2,874
shares
|
$348,271
0.09% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,772
shares
|
$335,910
0.02% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,730
shares
|
$330,821
0.03% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,728
shares
|
$330,579
0.25% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,705
shares
|
$327,791
0.08% of portfolio
|
Q2 2023
Reduced 15.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,417
shares
|
$292,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,411
shares
|
$292,164
0.01% of portfolio
|
Q3 2025
New holding
|
|