Purchases and Sales Made in Q1 2022 in First Tr Mid Cap Core Alphadex (FNX)

FNX Quotes by TradingView

This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR MID CAP CORE ALPHADEX.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
484
+ 19.36%
$44.6K - $50.3K
2.98K $359K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
469
+ 26.83%
$43.2K - $48.7K
2.22K $267K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
438
+ 0.27%
$40.4K - $45.5K
161K $19.3M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
397
New
$36.6K - $41.2K
397 $47.7K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
358
+ 2.41%
$33K - $37.2K
15.2K $1.83M
May 16, 2022 Q1 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
335
+ 16.33%
$30.9K - $34.8K
2.39K $287K
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
322
New
$29.7K - $33.4K
322 $38.7K
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
308
+ 7.36%
$28.4K - $32K
4.49K $540K
May 12, 2022 Q1 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
251
+ 1476.47%
$23.1K - $26.1K
268 $32.2K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
235
+ 15.13%
$21.7K - $24.4K
1.79K $215K
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

BUY
 -
170
+ 3.08%
$15.7K - $17.7K
5.69K $684K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
165
+ 1.01%
$15.2K - $17.1K
16.5K $1.98M
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
165
+ 0.99%
$15.2K - $17.1K
16.8K $2.01M
May 04, 2022 Q1 2022
S.C. Financial Services, Inc.

BUY
 -
64
+ 1.56%
$5.9K - $6.65K
4.16K $501K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
53
New
$4.89K - $5.5K
53 $6.37K
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
19
+ 0.56%
$1.75K - $1.97K
3.44K $413K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
12
+ 1.9%
$1.11K - $1.25K
644 $77.4K
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
6
+ 0.27%
$553 - $623
2.23K $269K
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

BUY
 -
3
+ 0.14%
$277 - $312
2.16K $259K
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
2
+ 3.03%
$184 - $208
68 $8.18K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
1
+ 0.06%
$92.2 - $104
1.73K $208K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

SELL
 -
-5
- 0.03%
$461 - $519
15.8K $1.9M
Jan 02, 2024 Q1 2022
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-6
- 0.08%
$553 - $623
7.32K $880K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-8
- 0.73%
$738 - $831
1.08K $130K
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
SELL
 -
-9
- 0.34%
$830 - $935
2.64K $317K
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-9
- 0.16%
$830 - $935
5.58K $671K
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-15
- 31.25%
$1.38K - $1.56K
33 $3.97K
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-27
Closed
$2.49K - $2.8K
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-48
- 0.37%
$4.43K - $4.99K
12.9K $1.55M
Apr 19, 2022 Q1 2022
Lvz, Inc.

SELL
 -
-67
- 0.18%
$6.18K - $6.96K
36.9K $4.44M
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-68
- 2.84%
$6.27K - $7.06K
2.33K $280K
May 11, 2022 Q1 2022
Rathbones Group PLC

Liverpool, X0
SELL
 -
-75
- 1.48%
$6.92K - $7.79K
4.98K $598K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-78
- 3.35%
$7.19K - $8.1K
2.25K $270K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-80
Closed
$7.38K - $8.31K
0 $0
Apr 28, 2022 Q1 2022
Element Wealth, LLC

SELL
 -
-82
- 1.82%
$7.56K - $8.52K
4.43K $533K
May 05, 2022 Q1 2022
Pacific Sun Financial Corp

SELL
 -
-90
- 0.75%
$8.3K - $9.35K
12K $1.44M
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-100
- 2.19%
$9.22K - $10.4K
4.47K $538K
May 16, 2022 Q1 2022
True Link Financial Advisors, LLC

SELL
 -
-131
Closed
$12.1K - $13.6K
0 $0
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-134
Closed
$12.4K - $13.9K
0 $0
Apr 20, 2022 Q1 2022
Camelot Portfolios, LLC

SELL
 -
-138
- 3.48%
$12.7K - $14.3K
3.83K $461K
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-150
Closed
$13.8K - $15.6K
0 $0
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-173
Closed
$16K - $18K
0 $0
May 12, 2022 Q1 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-204
- 1.23%
$18.8K - $21.2K
16.4K $1.97M
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

SELL
 -
-268
- 1.29%
$24.7K - $27.8K
20.5K $2.46M
Apr 21, 2022 Q1 2022
Keystone Wealth Services, LLC

SELL
 -
-299
- 2.05%
$27.6K - $31.1K
14.3K $1.72M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-300
- 25.0%
$27.7K - $31.2K
900 $108K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-305
- 6.26%
$28.1K - $31.7K
4.57K $549K
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-382
Closed
$35.2K - $39.7K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-500
Closed
$46.1K - $51.9K
0 $0

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