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 7.52 Million shares, which have been reported (via 13F filing form) to have a value of $891 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
271
shares
|
$32,121
0.0% of portfolio
|
Q4 2024
Reduced 99.18%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
244
shares
|
$28,921
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
204
shares
|
$24,180
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
199
shares
|
$23,587
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
170
shares
|
$20,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
166
shares
|
$19,675
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
160
shares
|
$18,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
149
shares
|
$17,660
0.0% of portfolio
|
Q2 2023
Reduced 93.79%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
142
shares
|
$16,831
0.0% of portfolio
|
Q4 2024
Reduced 52.67%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
141
shares
|
$16,712
0.01% of portfolio
|
Q4 2024
Reduced 64.03%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
136
shares
|
$16,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
134
shares
|
$15,883
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
126
shares
|
$14,934
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
112
shares
|
$13,275
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
106
shares
|
$12,564
0.01% of portfolio
|
Q2 2024
Reduced 97.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
101
shares
|
$11,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$11,853
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
93
shares
|
$11,023
0.0% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
90
shares
|
$10,667
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
85
shares
|
$10,075
0.0% of portfolio
|
Q2 2024
Added 750.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
57
shares
|
$6,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
41
shares
|
$4,859
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
14
shares
|
$1,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
12
shares
|
$1,422
0.13% of portfolio
|
Q4 2024
Reduced 99.91%
|