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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
TIM
1
Total Investment Management
Arizona
$72.4M -$1.71M -31,416 -2%
Wells Fargo
2
Wells Fargo
California
$13.4M -$1.67M -30,599 -11%
Morgan Stanley
3
Morgan Stanley
New York
$12.7M -$206K -3,789 -2%
LPL Financial
4
LPL Financial
California
$7.25M -$6.66M -122,440 -48%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.28M +$801K +14,721 +23%
Raymond James Financial
6
Raymond James Financial
Florida
$3.2M +$391K +7,175 +14%
UBS Group
7
UBS Group
Switzerland
$2.87M -$662K -12,164 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.79M +$53.9K +990 +2%
Citadel Advisors
9
Citadel Advisors
Florida
$2.47M +$850K +15,610 +54%
KWM
10
Kingsview Wealth Management
Oregon
$1.82M -$24.8K -455 -1%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$1.81M +$229K +4,211 +15%
BEI
12
Benjamin Edwards Inc
Missouri
$1.7M -$771K -14,163 -31%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.61M +$593K +10,903 +60%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.08M -$1.05M -19,366 -50%
Stifel Financial
15
Stifel Financial
Missouri
$1.07M -$392K -7,195 -27%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.05M -$495K -9,100 -32%
SWP
17
Stratos Wealth Partners
Ohio
$1.03M -$77.2K -1,419 -7%
EH
18
Equitable Holdings
New York
$1.02M +$22.1K +406 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$920K -$1.68M -30,852 -65%
AWAG
20
ARS Wealth Advisors Group
Florida
$711K +$163 +3 +0%
KP
21
Keel Point
Alabama
$603K -$9.31K -171 -2%
PAG
22
Private Advisor Group
New Jersey
$468K +$1.2K +22 +0.3%
KAS
23
Kestra Advisory Services
Texas
$390K -$10.6K -194 -3%
P
24
&Partners
Tennessee
$374K +$381 +7 +0.1%
LFAS
25
Level Four Advisory Services
Texas
$310K

FNK Hedge Fund Activity: Q3 2025 in Review

55 of the 7,619 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.