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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-136- 5.3% |
$11.2K - $12.7K
|
2.43K
$292K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-195- 5.0% |
$16.1K - $18.2K
|
3.71K
$446K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-207- 0.75% |
$17K - $19.4K
|
27.6K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-257- 1.54% |
$21.2K - $24K
|
16.5K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 39.22% |
$29.1K - $33K
|
547
$65.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-370- 3.14% |
$30.5K - $34.6K
|
11.4K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-396- 13.06% |
$32.6K - $37K
|
2.64K
$317K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-421- 1.59% |
$34.7K - $39.4K
|
26.1K
$3.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-459- 23.54% |
$37.8K - $42.9K
|
1.49K
$179K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-518- 13.11% |
$42.7K - $48.4K
|
3.43K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-523- 38.29% |
$43.1K - $48.9K
|
843
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-577- 13.81% |
$47.5K - $54K
|
3.6K
$433K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-583- 10.14% |
$48K - $54.5K
|
5.17K
$621K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-660- 1.3% |
$54.4K - $61.7K
|
50.1K
$6.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-808- 18.13% |
$66.5K - $75.6K
|
3.65K
$439K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-826- 5.15% |
$68K - $77.2K
|
15.2K
$1.83M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-872- 26.6% |
$71.8K - $81.5K
|
2.41K
$289K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.14K- 6.33% |
$94.1K - $107K
|
16.9K
$2.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.15K- 4.27% |
$94.4K - $107K
|
25.7K
$3.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.5K- 11.67% |
$124K - $140K
|
11.4K
$1.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.84K- 5.32% |
$152K - $172K
|
32.8K
$3.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.09K- 10.03% |
$172K - $195K
|
18.7K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.61K- 7.81% |
$215K - $244K
|
30.8K
$3.71M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.9K- 49.77% |
$239K - $271K
|
2.93K
$352K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.47K- 21.56% |
$286K - $325K
|
12.6K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6K- 36.15% |
$494K - $561K
|
10.6K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.3K- 3.84% |
$518K - $589K
|
157K
$18.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.73K- 26.63% |
$554K - $630K
|
18.6K
$2.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.31K- 28.1% |
$602K - $684K
|
18.7K
$2.25M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.08K- 39.86% |
$748K - $849K
|
13.7K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9.37K- 62.96% |
$771K - $876K
|
5.51K
$663K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.1K- 69.87% |
$912K - $1.04M
|
4.77K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4K- 36.24% |
$936K - $1.06M
|
20K
$2.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.2K- 5.03% |
$1.08M - $1.23M
|
249K
$29.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.4K- 9.25% |
$1.35M - $1.53M
|
161K
$19.3M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-42.6K- 66.27% |
$3.5M - $3.98M
|
21.7K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68.9K- 9.14% |
$5.68M - $6.44M
|
685K
$82.4M
|