Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.1K+ 16.57% |
$4.3M - $4.73M
|
311K
$35.6M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43.2KNew |
$4.21M - $4.63M
|
43.2K
$4.96M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6K+ 4.35% |
$3.08M - $3.39M
|
758K
$87M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.9K+ 4.05% |
$2.81M - $3.09M
|
740K
$84.9M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
20.3KNew |
$1.98M - $2.17M
|
20.3K
$2.33M
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
17K+ 86.92% |
$1.66M - $1.82M
|
36.6K
$4.2M
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14.6KNew |
$1.42M - $1.56M
|
14.6K
$1.67M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
13.8KNew |
$1.35M - $1.48M
|
13.8K
$1.59M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 11.84% |
$1.26M - $1.39M
|
122K
$14M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.6KNew |
$1.23M - $1.35M
|
12.6K
$1.45M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 7.17% |
$1.05M - $1.15M
|
160K
$18.4M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.98K+ 29.27% |
$973K - $1.07M
|
44.1K
$5.06M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.27KNew |
$903K - $992K
|
9.27K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.96KNew |
$874K - $960K
|
8.96K
$1.03M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.81KNew |
$566K - $622K
|
5.81K
$666K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
5.74K+ 22.23% |
$560K - $615K
|
31.6K
$3.62M
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5.74KNew |
$559K - $614K
|
5.74K
$658K
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.27K+ 22.26% |
$514K - $565K
|
29K
$3.32M
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.92KNew |
$480K - $527K
|
4.92K
$565K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.2K+ 81.23% |
$409K - $450K
|
9.36K
$1.07M
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.1KNew |
$400K - $439K
|
4.1K
$470K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
3.84KNew |
$374K - $411K
|
3.84K
$441K
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.76KNew |
$366K - $402K
|
3.76K
$431K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.5K+ 10.27% |
$342K - $375K
|
37.6K
$4.31M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.42KNew |
$333K - $366K
|
3.42K
$392K
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.17KNew |
$309K - $340K
|
3.17K
$364K
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
2.9K+ 8.5% |
$282K - $310K
|
37K
$4.24M
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.65KNew |
$258K - $283K
|
2.65K
$304K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.57K+ 3.31% |
$250K - $275K
|
80.1K
$9.18M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.56K+ 59.44% |
$250K - $275K
|
6.88K
$789K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.5KNew |
$244K - $268K
|
2.5K
$287K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$239K - $262K
|
2.45K
$281K
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.37KNew |
$231K - $254K
|
2.37K
$272K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.23KNew |
$217K - $239K
|
2.23K
$256K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.15KNew |
$209K - $230K
|
2.15K
$246K
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.15K+ 73.97% |
$209K - $230K
|
5.05K
$580K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.05KNew |
$200K - $220K
|
2.05K
$235K
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.03KNew |
$198K - $217K
|
2.03K
$232K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2K+ 66.61% |
$195K - $214K
|
4.99K
$572K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.7K+ 10.67% |
$165K - $182K
|
17.6K
$2.02M
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.64K+ 2.64% |
$160K - $175K
|
63.7K
$7.3M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.48K+ 1.13% |
$144K - $159K
|
133K
$15.3M
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.46KNew |
$143K - $157K
|
1.46K
$168K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
901New |
$87.8K - $96.5K
|
901
$103K
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
845+ 2.89% |
$82.4K - $90.5K
|
30.1K
$3.46M
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
813+ 6.5% |
$79.3K - $87.1K
|
13.3K
$1.53M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
686+ 15.18% |
$66.9K - $73.5K
|
5.21K
$597K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
628+ 18.71% |
$61.2K - $67.3K
|
3.99K
$457K
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
619+ 18.3% |
$60.4K - $66.3K
|
4K
$459K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
579+ 3.79% |
$56.5K - $62K
|
15.8K
$1.82M
|