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 198 institutions that hold shares in the stock, with a total of 7.33 Million shares, which have been reported (via 13F filing form) to have a value of $867 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,454
shares
|
$290,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,448
shares
|
$289,427
0.0% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,406
shares
|
$284,461
0.01% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,351
shares
|
$277,958
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
2,285
shares
|
$270,155
0.12% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
2,282
shares
|
$269,800
0.01% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
2,217
shares
|
$262,115
0.0% of portfolio
|
Q1 2025
Reduced 95.27%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,202
shares
|
$260,342
0.05% of portfolio
|
Q1 2024
Reduced 92.18%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,186
shares
|
$258,450
0.02% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,121
shares
|
$250,765
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,113
shares
|
$249,819
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,105
shares
|
$248,874
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
2,097
shares
|
$247,928
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
2,096
shares
|
$247,810
0.24% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,088
shares
|
$246,864
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
2,084
shares
|
$246,391
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,076
shares
|
$245,445
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,026
shares
|
$239,533
0.0% of portfolio
|
Q1 2025
Reduced 98.98%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
1,970
shares
|
$232,913
0.03% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
1,970
shares
|
$232,913
0.17% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
1,920
shares
|
$227,001
0.03% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
1,900
shares
|
$224,637
0.19% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,856
shares
|
$219,434
0.02% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
1,806
shares
|
$213,523
0.08% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
1,778
shares
|
$210,212
0.14% of portfolio
|
Q2 2025
New holding
|