We are live on ! Find out more
FNK icon

First Trust Mid Cap Value AlphaDEX Fund

55 hedge funds and large institutions have $140M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5555 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $145M → $140M (-$5.39M)

1.67% less ownership

Funds ownership: 72.08%70.41% (-1.7%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
13
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$287K +$60.4K +1,110 +27%
TRCT
27
Tower Research Capital (TRC)
New York
$271K -$185K -3,405 -41%
AWA
28
Arete Wealth Advisors
Illinois
$246K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$236K -$6.48K -119 -3%
SPC
30
Sigma Planning Corp
Michigan
$235K -$30.2K -555 -12%
DWP
31
Daymark Wealth Partners
Ohio
$227K +$381 +7 +0.2%
GVAG
32
Great Valley Advisor Group
Delaware
$221K +$54 +1 +0%
TCM
33
Triumph Capital Management
Colorado
$220K -$12.4K -227 -5%
DAS
34
Dynamic Advisor Solutions
Arizona
$202K +$199K +3,663 New
FFA
35
Founders Financial Alliance
North Carolina
$160K +$157K +2,891 New
GWM
36
Geneos Wealth Management
Colorado
$133K
GI
37
GAMMA Investing
California
$112K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$93.6K +$92.1K +1,693 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$30.9K +$30.4K +559 New
PTC
40
Private Trust Company
Ohio
$17.6K
ASN
41
Advisory Services Network
Georgia
$15.4K +$15.2K +279 New
FFA
42
Farther Finance Advisors
California
$15.4K
Comerica Bank
43
Comerica Bank
Texas
$15K
GEA
44
Glen Eagle Advisors
New Jersey
$11.1K
SPIA
45
Steward Partners Investment Advisory
New York
$9.12K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$8.73K
HI
47
Harbour Investments
Wisconsin
$5.91K
US Bancorp
48
US Bancorp
Minnesota
$5.69K +$5.61K +103 New
CAL
49
Capital Analysts LLC
Pennsylvania
$5K
GRP
50
Global Retirement Partners
California
$4.97K

FNK Hedge Fund Activity: Q3 2025 in Review

55 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Value AlphaDEX Fund (FNK) for Q3 2025, worth a combined $140M — down 3.7% from $145M a quarter earlier.

Fund positioning in FNK was balanced in Q3 2025: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 19 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $850K. The largest seller was LPL Financial, cutting an estimated $6.66M.

  • 55 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $140M of First Trust Mid Cap Value AlphaDEX Fund stock for Q3 2025, down 3.7% quarter-over-quarter.
  • 6 funds opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q3 2025 and 6 closed out, a net change of 0 holders.
  • The largest First Trust Mid Cap Value AlphaDEX Fund buyer in Q3 2025 was Citadel Advisors, an estimated $850K added.
  • The largest First Trust Mid Cap Value AlphaDEX Fund seller in Q3 2025 was LPL Financial, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2025.