Purchases and Sales Made in Q4 2022 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 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.3K+ 11.47% |
$107K - $122K
|
12.7K
$1.52M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.27K+ 7.8% |
$105K - $119K
|
17.6K
$2.12M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$98.8K - $112K
|
1.2K
$144K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.12K+ 4.3% |
$92.4K - $105K
|
27.2K
$3.27M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01K+ 2.25% |
$82.8K - $94.1K
|
45.8K
$5.5M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
968+ 3.48% |
$79.7K - $90.5K
|
28.8K
$3.46M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
962+ 3.43% |
$79.2K - $90K
|
29K
$3.49M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
797+ 21.64% |
$65.6K - $74.5K
|
4.48K
$539K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
775+ 39.95% |
$63.8K - $72.5K
|
2.72K
$326K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
736+ 16.84% |
$60.6K - $68.8K
|
5.11K
$614K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
729New |
$60K - $68.2K
|
729
$87.7K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
729New |
$60K - $68.2K
|
729
$87.7K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
641+ 11.92% |
$52.8K - $59.9K
|
6.02K
$724K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
540+ 0.89% |
$44.5K - $50.5K
|
61K
$7.34M
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
502+ 11.48% |
$41.3K - $46.9K
|
4.88K
$586K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
491New |
$40.4K - $45.9K
|
491
$59K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
377+ 0.83% |
$31K - $35.3K
|
46K
$5.53M
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
327+ 1.14% |
$26.9K - $30.6K
|
28.9K
$3.48M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
300New |
$24.7K - $28.1K
|
300
$36.1K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
179New |
$14.7K - $16.7K
|
179
$21.5K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150New |
$12.4K - $14K
|
150
$18K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
134New |
$11K - $12.5K
|
134
$16.1K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118+ 3.09% |
$9.72K - $11K
|
3.94K
$473K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
72+ 2.46% |
$5.93K - $6.73K
|
2.99K
$360K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60+ 2.32% |
$4.94K - $5.61K
|
2.65K
$318K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
58New |
$4.78K - $5.42K
|
58
$6.97K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$2.06K - $2.34K
|
25
$3.01K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
20+ 2.7% |
$1.65K - $1.87K
|
762
$91.6K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.6% |
$1.48K - $1.68K
|
3K
$361K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16New |
$1.32K - $1.5K
|
16
$1.92K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
16New |
$1.32K - $1.5K
|
16
$1.92K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
15+ 2.67% |
$1.24K - $1.4K
|
577
$69.4K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 35.71% |
$1.24K - $1.4K
|
57
$6.85K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 0.19% |
$1.24K - $1.4K
|
7.75K
$932K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.6% |
$1.07K - $1.22K
|
2.18K
$262K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.39% |
$1.07K - $1.22K
|
3.32K
$399K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.34% |
$988 - $1.12K
|
3.56K
$428K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.24% |
$494 - $561
|
2.54K
$306K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.14% |
$576 - $655
|
4.92K
$592K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 55.56% |
$1.24K - $1.4K
|
12
$1.44K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-17- 0.24% |
$1.4K - $1.59K
|
7.19K
$865K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-42- 4.11% |
$3.46K - $3.93K
|
979
$118K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-50- 0.99% |
$4.12K - $4.68K
|
4.99K
$600K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-59- 3.56% |
$4.86K - $5.52K
|
1.6K
$192K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-69- 20.6% |
$5.68K - $6.45K
|
266
$32K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-77- 1.83% |
$6.34K - $7.2K
|
4.12K
$496K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-97- 2.07% |
$7.99K - $9.07K
|
4.59K
$552K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-100- 2.59% |
$8.24K - $9.35K
|
3.76K
$452K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-103- 0.13% |
$8.48K - $9.63K
|
79.9K
$9.61M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-133- 2.51% |
$11K - $12.4K
|
5.17K
$622K
|