Purchases and Sales Made in Q1 2023 in First Tr Mid Cap Core Alphadex (FNX)
This table provides information about the institutional ownership of First Tr Mid Cap Core Alphadex (FNX) during Q1 2023. 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 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
68.8KNew |
$5.87M - $6.85M
|
68.8K
$8.28M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.9K+ 5.82% |
$3.91M - $4.56M
|
834K
$100M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.3K+ 11.87% |
$3.52M - $4.11M
|
390K
$46.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.7KNew |
$1.93M - $2.25M
|
22.7K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.9K+ 2.46% |
$1.44M - $1.68M
|
702K
$84.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 33.89% |
$1.32M - $1.54M
|
61.3K
$7.37M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7K+ 79.41% |
$1.16M - $1.36M
|
30.8K
$3.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
10.9K+ 679.67% |
$926K - $1.08M
|
12.5K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 52.56% |
$896K - $1.05M
|
30.5K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.4K+ 426.93% |
$885K - $1.03M
|
12.8K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.1KNew |
$859K - $1M
|
10.1K
$1.21M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.29K+ 117.41% |
$791K - $924K
|
17.2K
$2.07M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.77K+ 38.12% |
$662K - $774K
|
28.2K
$3.39M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.77K+ 38.12% |
$662K - $774K
|
28.2K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.92K+ 22.62% |
$419K - $490K
|
26.7K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.41K+ 2.53% |
$375K - $438K
|
179K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.93K+ 52.06% |
$334K - $391K
|
11.5K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.88K+ 13.47% |
$331K - $386K
|
32.7K
$3.93M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.49K+ 5.73% |
$298K - $348K
|
64.5K
$7.76M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.42K+ 28500.0% |
$291K - $340K
|
3.43K
$413K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.28KNew |
$280K - $327K
|
3.28K
$395K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.22K+ 31.35% |
$275K - $321K
|
13.5K
$1.62M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.2KNew |
$272K - $318K
|
3.2K
$384K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.07KNew |
$261K - $305K
|
3.07K
$369K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.04K+ 29.55% |
$259K - $302K
|
13.3K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.98KNew |
$254K - $296K
|
2.98K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.64KNew |
$225K - $262K
|
2.64K
$317K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.64KNew |
$225K - $262K
|
2.64K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.47KNew |
$211K - $246K
|
2.47K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.45KNew |
$209K - $244K
|
2.45K
$295K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.42K+ 61.47% |
$206K - $241K
|
6.36K
$764K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.26KNew |
$192K - $225K
|
2.26K
$271K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$190K - $222K
|
2.23K
$269K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.16K+ 17.01% |
$184K - $215K
|
14.8K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.11K+ 4.86% |
$180K - $210K
|
45.5K
$5.47M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2K+ 365.63% |
$170K - $199K
|
2.55K
$306K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.92K+ 4.14% |
$164K - $191K
|
48.4K
$5.82M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.85K+ 6.79% |
$157K - $184K
|
29K
$3.49M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79K+ 9.59% |
$153K - $179K
|
20.5K
$2.47M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 102.24% |
$144K - $168K
|
3.34K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.62K+ 1079.33% |
$138K - $161K
|
1.77K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.58K+ 3.44% |
$135K - $157K
|
47.6K
$5.72M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 10.73% |
$132K - $154K
|
16K
$1.93M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.44K+ 249.22% |
$123K - $143K
|
2.02K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.42K+ 6.14% |
$121K - $142K
|
24.6K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.2K+ 1.51% |
$103K - $120K
|
81.1K
$9.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.17K+ 3.46% |
$99.6K - $116K
|
35K
$4.2M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.08K+ 14.78% |
$92K - $107K
|
8.39K
$1.01M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
973+ 6.99% |
$82.9K - $96.8K
|
14.9K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
780+ 28.73% |
$66.5K - $77.6K
|
3.5K
$420K
|