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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
TIM
1
Total Investment Management
Arizona
$74M +$1.06M +19,423 +1%
Wells Fargo
2
Wells Fargo
California
$13.2M -$289K -5,276 -2%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M +$307K +5,612 +2%
LPL Financial
4
LPL Financial
California
$7.37M +$66.2K +1,210 +0.9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.01M +$689K +12,589 +16%
KWM
6
Kingsview Wealth Management
Oregon
$3.67M +$1.81M +32,970 +100%
Raymond James Financial
7
Raymond James Financial
Florida
$2.98M -$242K -4,411 -8%
UBS Group
8
UBS Group
Switzerland
$2.88M -$7.88K -144 -0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.85M +$74.4K +1,358 +3%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$2.05M +$232K +4,233 +13%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.66M +$723K +13,211 +79%
ATPW
12
Ashton Thomas Private Wealth
Arizona
$1.47M +$1.45M +26,473 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.28M -$339K -6,197 -21%
EH
14
Equitable Holdings
New York
$1.09M +$58.9K +1,075 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$965K -$92.6K -1,691 -9%
SWP
16
Stratos Wealth Partners
Ohio
$953K -$85.2K -1,557 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$899K -$186K -3,393 -17%
BEI
18
Benjamin Edwards Inc
Missouri
$820K -$880K -16,072 -52%
KP
19
Keel Point
Alabama
$654K +$46.4K +848 +8%
AWAG
20
ARS Wealth Advisors Group
Florida
$639K -$75.4K -1,378 -11%
Stifel Financial
21
Stifel Financial
Missouri
$588K -$482K -8,810 -45%
KAS
22
Kestra Advisory Services
Texas
$466K +$72.1K +1,317 +19%
PAG
23
Private Advisor Group
New Jersey
$458K -$13.2K -241 -3%
P
24
&Partners
Tennessee
$356K -$20.3K -370 -5%
LFAS
25
Level Four Advisory Services
Texas
$312K

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.