First Trust Mid Cap Value AlphaDEX Fund
FNK
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.
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: 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: 5 | Existing positions closed: 5
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.81M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$1.45M |
| 3 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$1.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$723K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$689K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.47M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$880K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$482K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$339K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$289K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
Q1WB
51
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $2.78K | – | – | – |
|
52
Russell Investments Group
London,
United Kingdom
| $1.34K | – | – | – |
|
|
TFA
53
Transamerica Financial Advisors
St. Petersburg,
Florida
| $307 | – | – | – |
|
54
Fidelity Investments
Boston,
Massachusetts
| $167 | – | – | – |
|
|
HHCP
55
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| $56 | +$55 | +1 | New |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$2.47M | -44,666 | Closed |
|
|
FFA
57
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$160K | -2,891 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$15.4K | -279 | Closed |
|
|
FFA
59
Farther Finance Advisors
San Francisco,
California
| – | -$15.4K | -278 | Closed |
|
|
GWSG
60
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$3.7K | -67 | Closed |
|
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.