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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,357
shares
|
$283,429
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
2,323
shares
|
$279,340
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,274
shares
|
$273,448
0.0% of portfolio
|
Q3 2023
Reduced 18.02%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,202
shares
|
$264,790
0.05% of portfolio
|
Q1 2024
Reduced 92.18%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,190
shares
|
$263,347
0.01% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,170
shares
|
$260,942
0.0% of portfolio
|
Q2 2024
Added 3.58%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
2,137
shares
|
$256,974
0.27% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,124
shares
|
$255,411
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,121
shares
|
$255,050
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,097
shares
|
$252,164
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,075
shares
|
$249,518
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,073
shares
|
$249,278
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,010
shares
|
$241,702
0.03% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
1,959
shares
|
$235,569
0.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
1,956
shares
|
$235,209
0.09% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
1,806
shares
|
$217,171
0.01% of portfolio
|
Q3 2024
Reduced 67.48%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
1,762
shares
|
$211,880
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,598
shares
|
$192,159
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,295
shares
|
$155,723
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,068
shares
|
$128,427
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,059
shares
|
$127,344
0.07% of portfolio
|
Q3 2023
Added 24.15%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,051
shares
|
$126,382
0.04% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,036
shares
|
$124,579
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,031
shares
|
$123,977
0.0% of portfolio
|
Q2 2024
Added 27.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
977
shares
|
$117,484
0.0% of portfolio
|
Q3 2024
Added 10.02%
|