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First Trust Mid Cap Value AlphaDEX Fund
FNK

59 hedge funds and large institutions have $147M invested in First Trust Mid Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

7% more funds holding

Funds holding: 55 → 59 (+4)

4% more capital invested

Capital invested by funds: $142M → $147M (+$5.02M)

0.7% more ownership

Funds ownership: 71.08% → 71.78% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
20
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.3M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$909K
3
TIM
Total Investment Management
Arizona
+$708K
4
Citadel Advisors
Citadel Advisors
Florida
+$385K
5
Raymond James Financial
Raymond James Financial
Florida
+$308K

Top Sellers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
-$1.27M
2
Stifel Financial
Stifel Financial
Missouri
-$588K
3
BEI
Benjamin Edwards Inc
Missouri
-$550K
4
SWP
Stratos Wealth Partners
Ohio
-$390K
5
AWA
Arete Wealth Advisors
Illinois
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$288K -$8.47K -145 -3%
ATPW
27
Ashton Thomas Private Wealth
Arizona
$272K -$1.27M -21,710 -82%
AO
28
Advisor OS
Illinois
$255K +$261K +4,475 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$252K +$13.8K +236 +6%
SPC
30
Sigma Planning Corp
Michigan
$239K -$3.51K -60 -1%
DWP
31
Daymark Wealth Partners
Ohio
$236K +$584 +10 +0.2%
GVAG
32
Great Valley Advisor Group
Delaware
$227K +$117 +2 +0.1%
DAS
33
Dynamic Advisor Solutions
Arizona
$209K +$58 +1 +0%
TCM
34
Triumph Capital Management
Colorado
$199K -$11.5K -196 -5%
FFA
35
Founders Financial Alliance
North Carolina
$167K +$171K +2,919 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$165K +$760 +13 +0.5%
GWM
37
Geneos Wealth Management
Colorado
$137K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$128K +$86.1K +1,474 +190%
PA
39
Parallel Advisors
California
$110K +$113K +1,935 New
GI
40
GAMMA Investing
California
$104K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$73.5K +$42.5K +728 +130%
SIS
42
Sound Income Strategies
Florida
$56.2K – – –
UBS AM
43
UBS AM
Illinois
$46.1K +$47.2K +807 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$32.4K +$33.2K +568 New
Bessemer Group
45
Bessemer Group
New Jersey
$26K +$26.5K +454 New
US Bancorp
46
US Bancorp
Minnesota
$21.2K +$6.72K +115 +45%
BWM
47
Benson Wealth Management
Tennessee
$20.3K – – –
PTC
48
Private Trust Company
Ohio
$18.1K – – –
ASN
49
Advisory Services Network
Georgia
$15.9K +$16.3K +279 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$15.5K +$15.9K +272 New
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FNK Hedge Fund Activity: Q1 2026 in Review

59 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Value AlphaDEX Fund (FNK) for Q1 2026, worth a combined $147M — up 3.5% from $142M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FNK positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.3M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $1.27M.

  • 59 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q1 2026, up from 55 in Q4 2025.
  • Funds reported $147M of First Trust Mid Cap Value AlphaDEX Fund stock for Q1 2026, up 3.5% quarter-over-quarter.
  • 10 funds opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q1 2026 and 4 closed out, a net change of +6 holders.
  • The largest First Trust Mid Cap Value AlphaDEX Fund buyer in Q1 2026 was Wells Fargo, an estimated $1.3M added.
  • The largest First Trust Mid Cap Value AlphaDEX Fund seller in Q1 2026 was Ashton Thomas Private Wealth, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2026.