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First Trust Mid Cap Value AlphaDEX Fund

55 hedge funds and large institutions have $142M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $140M → $142M (+$2.29M)

0.67% more ownership

Funds ownership: 70.41%71.08% (+0.67%)

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: 5 | Existing positions closed: 5

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
15
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$289K
AWA
27
Arete Wealth Advisors
Illinois
$249K
SPC
28
Sigma Planning Corp
Michigan
$236K -$602 -11 -0.3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$233K -$4.27K -78 -2%
DWP
30
Daymark Wealth Partners
Ohio
$229K +$548 +10 +0.2%
GVAG
31
Great Valley Advisor Group
Delaware
$222K
TCM
32
Triumph Capital Management
Colorado
$205K -$16.4K -299 -8%
DAS
33
Dynamic Advisor Solutions
Arizona
$204K +$55 +1 +0%
Two Sigma Investments
34
Two Sigma Investments
New York
$200K +$197K +3,600 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$160K +$64.8K +1,183 +70%
GWM
36
Geneos Wealth Management
Colorado
$134K
GI
37
GAMMA Investing
California
$101K -$11.4K -209 -10%
SIS
38
Sound Income Strategies
Florida
$57.7K +$53.9K +984 New
TRCT
39
Tower Research Capital (TRC)
New York
$43.2K -$226K -4,129 -84%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$31.1K
BWM
41
Benson Wealth Management
Tennessee
$19.8K +$19.5K +356 New
PTC
42
Private Trust Company
Ohio
$17.7K
Comerica Bank
43
Comerica Bank
Texas
$15.1K
US Bancorp
44
US Bancorp
Minnesota
$14.2K +$8.38K +153 +149%
GEA
45
Glen Eagle Advisors
New Jersey
$11.1K
SPIA
46
Steward Partners Investment Advisory
New York
$9.18K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$8.79K
HI
48
Harbour Investments
Wisconsin
$5.95K
GRP
49
Global Retirement Partners
California
$5.01K
CAL
50
Capital Analysts LLC
Pennsylvania
$5K

FNK Hedge Fund Activity: Q4 2025 in Review

55 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Value AlphaDEX Fund (FNK) for Q4 2025, worth a combined $142M — up 1.6% from $140M a quarter earlier.

Fund positioning in FNK was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 17 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $1.81M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.47M sold.

  • 55 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $142M of First Trust Mid Cap Value AlphaDEX Fund stock for Q4 2025, up 1.6% quarter-over-quarter.
  • 5 funds opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Mid Cap Value AlphaDEX Fund buyer in Q4 2025 was Kingsview Wealth Management, an estimated $1.81M added.
  • The largest First Trust Mid Cap Value AlphaDEX Fund seller in Q4 2025 was Citadel Advisors, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2025.