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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
288
shares
|
$34,050
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
276
shares
|
$32,631
0.0% of portfolio
|
Q1 2025
Reduced 38.8%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
275
shares
|
$32,513
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
273
shares
|
$32,276
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
244
shares
|
$28,848
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
205
shares
|
$24,237
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
166
shares
|
$19,626
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
136
shares
|
$16,079
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
134
shares
|
$15,842
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
112
shares
|
$13,241
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
106
shares
|
$12,532
0.01% of portfolio
|
Q2 2024
Reduced 97.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
101
shares
|
$11,941
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$11,823
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
94
shares
|
$11,113
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
90
shares
|
$10,640
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
78
shares
|
$9,221
0.0% of portfolio
|
Q1 2025
Reduced 99.31%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
75
shares
|
$8,867
0.01% of portfolio
|
Q1 2025
Reduced 81.48%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
57
shares
|
$6,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
53
shares
|
$6,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
41
shares
|
$4,847
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12
shares
|
$1,418
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
12
shares
|
$1,418
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3
shares
|
$354
0.0% of portfolio
|
Q1 2025
Reduced 97.32%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|