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First Trust Mid Cap Value AlphaDEX Fund

59 hedge funds and large institutions have $147M invested in First Trust Mid Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

7% more funds holding

Funds holding: 5559 (+4)

4% more capital invested

Capital invested by funds: $142M → $147M (+$5.02M)

0.7% more ownership

Funds ownership: 71.08%71.78% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
20
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$76.6M +$708K +12,120 +0.9%
Wells Fargo
2
Wells Fargo
California
$14.8M +$1.3M +22,243 +9%
Morgan Stanley
3
Morgan Stanley
New York
$13.4M -$26.1K -447 -0.2%
LPL Financial
4
LPL Financial
California
$7.85M +$306K +5,229 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.03M +$909K +15,551 +17%
KWM
6
Kingsview Wealth Management
Oregon
$3.58M -$191K -3,273 -5%
Raymond James Financial
7
Raymond James Financial
Florida
$3.35M +$308K +5,274 +10%
UBS Group
8
UBS Group
Switzerland
$2.92M -$33.5K -574 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.88M -$48.9K -836 -2%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$2.09M +$20.5K +351 +1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.59M -$118K -2,024 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.31M -$3.04K -52 -0.2%
EH
13
Equitable Holdings
New York
$1.16M +$73.1K +1,251 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$983K -$7.01K -120 -0.7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$937K +$15.1K +259 +2%
KP
16
Keel Point
Alabama
$676K +$5.26K +90 +0.8%
AWAG
17
ARS Wealth Advisors Group
Florida
$656K +$175 +3 +0%
SWP
18
Stratos Wealth Partners
Ohio
$597K -$390K -6,674 -39%
KAS
19
Kestra Advisory Services
Texas
$590K +$115K +1,966 +23%
PAG
20
Private Advisor Group
New Jersey
$471K +$1.58K +27 +0.3%
Citadel Advisors
21
Citadel Advisors
Florida
$377K +$385K +6,597 New
P
22
&Partners
Tennessee
$329K -$37.2K -636 -10%
LFAS
23
Level Four Advisory Services
Texas
$320K
BEI
24
Benjamin Edwards Inc
Missouri
$304K -$550K -9,408 -64%
HighTower Advisors
25
HighTower Advisors
Illinois
$293K +$300K +5,127 New

FNK Hedge Fund Activity: Q1 2026 in Review

59 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Value AlphaDEX Fund (FNK) for Q1 2026, worth a combined $147M — up 3.5% from $142M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FNK positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.3M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $1.27M.

  • 59 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q1 2026, up from 55 in Q4 2025.
  • Funds reported $147M of First Trust Mid Cap Value AlphaDEX Fund stock for Q1 2026, up 3.5% quarter-over-quarter.
  • 10 funds opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q1 2026 and 4 closed out, a net change of +6 holders.
  • The largest First Trust Mid Cap Value AlphaDEX Fund buyer in Q1 2026 was Wells Fargo, an estimated $1.3M added.
  • The largest First Trust Mid Cap Value AlphaDEX Fund seller in Q1 2026 was Ashton Thomas Private Wealth, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2026.