First Trust Mid Cap Value AlphaDEX Fund
FNK
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.
0% more funds holding
Funds holding: 55 → 55 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$850K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$801K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$593K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$391K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.66M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$1.71M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.68M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.67M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
51
GPS Wealth Strategies Group
Centennial,
Colorado
| $3.7K | – | – | – |
|
|
Q1WB
52
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $2.76K | – | – | – |
|
53
Russell Investments Group
London,
United Kingdom
| $1.33K | – | – | – |
|
|
TFA
54
Transamerica Financial Advisors
St. Petersburg,
Florida
| $305 | -$1.09K | -20 | -77% |
|
55
Fidelity Investments
Boston,
Massachusetts
| $166 | – | – | – |
|
|
ATPW
56
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$1.38M | -26,603 | Closed |
|
|
GSC
57
G&S Capital
Denver,
Colorado
| – | -$1.03M | -19,893 | Closed |
|
|
TA
58
TKG Advisors
Valparaiso,
Indiana
| – | -$272K | -5,256 | Closed |
|
|
NS
59
NBC Securities
Birmingham,
Alabama
| – | -$59K | -1,150 | Closed |
|
|
PS
60
Principal Securities
Des Moines,
Iowa
| – | -$6.42K | -124 | Closed |
|
|
GTAM
61
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$5.21K | -101 | Closed |
|
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.