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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,351
shares
|
$284,894
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,333
shares
|
$282,712
0.02% of portfolio
|
Q3 2025
Added 44.19%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,291
shares
|
$277,623
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
2,282
shares
|
$276,532
0.12% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,279
shares
|
$276,169
0.0% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
2,228
shares
|
$269,989
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,202
shares
|
$266,838
0.05% of portfolio
|
Q1 2024
Reduced 92.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,197
shares
|
$266,232
0.02% of portfolio
|
Q3 2025
Added 18.37%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,171
shares
|
$263,081
0.02% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,164
shares
|
$262,233
0.01% of portfolio
|
Q3 2025
Reduced 84.82%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,132
shares
|
$258,355
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,126
shares
|
$257,628
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
2,111
shares
|
$255,810
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,097
shares
|
$254,114
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
2,084
shares
|
$252,539
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,077
shares
|
$251,690
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,062
shares
|
$249,873
0.0% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,987
shares
|
$240,784
0.0% of portfolio
|
Q2 2025
Reduced 26.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
1,976
shares
|
$239,451
0.0% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
1,970
shares
|
$238,724
0.03% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
1,944
shares
|
$235,573
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
1,944
shares
|
$235,573
0.23% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
1,932
shares
|
$234,119
0.09% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
1,928
shares
|
$233,635
0.15% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
1,907
shares
|
$231,090
0.19% of portfolio
|
Q3 2025
Added 0.16%
|
|