Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
273New |
$23.3K - $28.8K
|
273
$32.8K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
261+ 97.75% |
$22.3K - $27.5K
|
528
$63.5K
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
249+ 3.43% |
$21.2K - $26.3K
|
7.5K
$902K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
164+ 4.15% |
$14K - $17.3K
|
4.11K
$494K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
108+ 4.54% |
$9.21K - $11.4K
|
2.49K
$299K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106New |
$9.04K - $11.2K
|
106
$12.7K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$8.61K - $10.7K
|
101
$12.1K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
59+ 1.06% |
$5.03K - $6.23K
|
5.64K
$679K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 1.72% |
$3.41K - $4.22K
|
2.36K
$284K
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.09% |
$1.36K - $1.69K
|
18.1K
$2.17M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.33% |
$938 - $1.16K
|
3.37K
$405K
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.13% |
$426 - $528
|
3.95K
$475K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 0.17% |
$256 - $317
|
1.81K
$218K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.5% |
$85.3 - $106
|
202
$24.3K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.04% |
$85.3 - $106
|
2.43K
$293K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1- 0.02% |
$85.3 - $106
|
4.34K
$522K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 16.22% |
$512 - $633
|
31
$3.73K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.57% |
$1.71K - $2.11K
|
3.52K
$423K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-32- 1.9% |
$2.73K - $3.38K
|
1.65K
$199K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-36- 1.59% |
$3.07K - $3.8K
|
2.23K
$268K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 7.15% |
$4.35K - $5.38K
|
662
$79.6K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-60- 0.52% |
$5.12K - $6.33K
|
11.5K
$1.39M
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-62- 1.48% |
$5.29K - $6.54K
|
4.14K
$497K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-82- 6.87% |
$6.99K - $8.65K
|
1.11K
$134K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-97- 0.49% |
$8.27K - $10.2K
|
19.6K
$2.35M
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-98- 2.6% |
$8.36K - $10.3K
|
3.67K
$441K
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-100- 3.44% |
$8.53K - $10.6K
|
2.81K
$338K
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-100- 3.11% |
$8.53K - $10.6K
|
3.12K
$375K
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-122- 1.78% |
$10.4K - $12.9K
|
6.74K
$810K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-132- 0.93% |
$11.3K - $13.9K
|
14.1K
$1.69M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-134- 6.01% |
$11.4K - $14.1K
|
2.1K
$252K
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-180- 1.56% |
$15.3K - $19K
|
11.3K
$1.36M
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-190- 4.91% |
$16.2K - $20K
|
3.68K
$442K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-215- 0.87% |
$18.3K - $22.7K
|
24.4K
$2.94M
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-217- 1.45% |
$18.5K - $22.9K
|
14.7K
$1.77M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-237- 1.3% |
$20.2K - $25K
|
17.9K
$2.16M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-247- 45.16% |
$21.1K - $26.1K
|
300
$36.1K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-289- 11.87% |
$24.6K - $30.5K
|
2.15K
$258K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-294- 98.33% |
$25.1K - $31K
|
5
$601
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-299- 5.57% |
$25.5K - $31.6K
|
5.07K
$610K
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-306- 1.7% |
$26.1K - $32.3K
|
17.7K
$2.13M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-337- 14.01% |
$28.7K - $35.6K
|
2.07K
$249K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-357- 2.23% |
$30.4K - $37.7K
|
15.7K
$1.88M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-359- 1.49% |
$30.6K - $37.9K
|
23.7K
$2.85M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-362- 0.8% |
$30.9K - $38.2K
|
45.1K
$5.42M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-372- 17.86% |
$31.7K - $39.3K
|
1.71K
$206K
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-390- 3.47% |
$33.3K - $41.2K
|
10.8K
$1.3M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-425- 2.58% |
$36.2K - $44.8K
|
16K
$1.93M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-449- 6.8% |
$38.3K - $47.4K
|
6.15K
$740K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-457- 15.72% |
$39K - $48.2K
|
2.45K
$295K
|