Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.6K+ 11.84% |
$8.19M - $9.15M
|
856K
$103M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
76.1K+ 1538.22% |
$6.88M - $7.68M
|
81.1K
$9.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
74.9K+ 32.01% |
$6.78M - $7.57M
|
309K
$37.2M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
47.9K+ 85.78% |
$4.33M - $4.83M
|
104K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.6K+ 25.27% |
$3.04M - $3.39M
|
167K
$20M
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
28.7KNew |
$2.6M - $2.9M
|
28.7K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.1K+ 35.48% |
$2.54M - $2.83M
|
107K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.5K+ 53.68% |
$1.85M - $2.07M
|
58.6K
$7.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.2K+ 8502.95% |
$1.82M - $2.03M
|
20.4K
$2.45M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
19.7KNew |
$1.78M - $1.99M
|
19.7K
$2.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.6KNew |
$1.41M - $1.58M
|
15.6K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.1K+ 85.59% |
$1M - $1.12M
|
24.1K
$2.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11K+ 15.84% |
$992K - $1.11M
|
80.3K
$9.65M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.5K+ 22.42% |
$859K - $959K
|
51.8K
$6.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.46K+ 34.86% |
$765K - $854K
|
32.7K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 29.38% |
$714K - $797K
|
34.8K
$4.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.14K+ 110.34% |
$646K - $721K
|
13.6K
$1.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.13KNew |
$645K - $720K
|
7.13K
$857K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.06KNew |
$638K - $713K
|
7.06K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.78KNew |
$613K - $685K
|
6.78K
$816K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
6.68K+ 2.56% |
$604K - $674K
|
268K
$32.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.58KNew |
$595K - $664K
|
6.58K
$791K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.33KNew |
$572K - $639K
|
6.33K
$761K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 4.9% |
$499K - $557K
|
118K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.29K+ 0.61% |
$478K - $534K
|
873K
$105M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.18K+ 186.36% |
$468K - $523K
|
7.96K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.7K+ 34.91% |
$425K - $475K
|
18.2K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.34KNew |
$392K - $438K
|
4.34K
$522K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$346K - $387K
|
3.83K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.49KNew |
$316K - $353K
|
3.49K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.39K+ 33.48% |
$306K - $342K
|
13.5K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.72K+ 7.55% |
$246K - $275K
|
38.8K
$4.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.71KNew |
$245K - $273K
|
2.71K
$326K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.62K+ 4.89% |
$236K - $264K
|
56K
$6.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.53K+ 0.21% |
$228K - $255K
|
1.23M
$147M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.47K+ 19.33% |
$223K - $249K
|
15.3K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.41K+ 46.92% |
$218K - $244K
|
7.56K
$909K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.32KNew |
$210K - $234K
|
2.32K
$279K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.29KNew |
$207K - $231K
|
2.29K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.97K+ 16.39% |
$178K - $199K
|
14K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.85K+ 8.14% |
$168K - $187K
|
24.6K
$2.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 22.59% |
$165K - $184K
|
9.92K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.71K+ 13.01% |
$155K - $173K
|
14.9K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.7K+ 17.84% |
$154K - $172K
|
11.3K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.64K+ 6.01% |
$148K - $165K
|
28.9K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.61K+ 40.33% |
$145K - $162K
|
5.59K
$672K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.43K+ 2.02% |
$130K - $145K
|
72.5K
$8.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.28K+ 5.08% |
$116K - $129K
|
26.4K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.08K+ 147.74% |
$97.4K - $109K
|
1.81K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
777New |
$70.3K - $78.5K
|
777
$93.4K
|