First Trust Mid Cap Value AlphaDEX Fund
FNK
54 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 6 closing their positions.
1% more capital invested
Capital invested by funds: $140M → $142M (+$2.04M)
0.55% more ownership
Funds ownership: 70.41% → 70.96% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 55 → 54 (-1)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
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 |
FNK Hedge Fund Activity: Q4 2025 in Review
54 of the 8,270 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 1.5% from $140M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FNK and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 15 added.
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.
- 54 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q4 2025, down from 55 in Q3 2025.
- Funds reported $142M of First Trust Mid Cap Value AlphaDEX Fund stock for Q4 2025, up 1.5% quarter-over-quarter.
- 5 funds opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q4 2025 and 6 closed out, a net change of -1 holder.
- 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.