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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

184 hedge funds and large institutions have $730M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 81 reducing their positions, and 12 closing their positions.

Holders
184
Holders Change
+5
Holders Change %
+2.79%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
44
Reduced
81
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$89.8M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$7.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$14.6M
5
UBS Group
5
UBS Group
Switzerland
$25.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$8.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$128M
3
AIA
3
AssuredPartners Investment Advisors
Florida
$1.35M
4
GS
4
GTS Securities
New York
$1.64M
5
Bank of America
5
Bank of America
North Carolina
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M 1,112,844 -109,194 -9%
LPL Financial
2
LPL Financial
California
$105M 914,162 +2,329 +0.3%
Wells Fargo
3
Wells Fargo
California
$89.8M 782,117 +101,935 +15%
Raymond James Financial
4
Raymond James Financial
Florida
$56M 487,310 -21,675 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M 275,693 +43,073 +19%
UBS Group
6
UBS Group
Switzerland
$25.7M 223,675 +22,947 +11%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$20.2M 176,257 +11,955 +7%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$19.4M 169,323 -1,120 -0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$14.6M 126,128 +28,766 +30%
HighTower Advisors
10
HighTower Advisors
Illinois
$14.5M 125,891 +1,633 +1%
TCTWM
11
Three Cord True Wealth Management
Pennsylvania
$13.4M 116,858 +5,532 +5%
Bank of America
12
Bank of America
North Carolina
$11.9M 103,936 -40,529 -28%
Stifel Financial
13
Stifel Financial
Missouri
$10.4M 90,823 -2,164 -2%
LWM
14
Lakeridge Wealth Management
Ohio
$9.16M 79,719 +4,790 +6%
KAS
15
Kestra Advisory Services
Texas
$8.33M 72,545 -119,643 -62%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.95M 69,240 -1,087 -2%
BRWA
17
B. Riley Wealth Advisors
Florida
$7.46M 64,951 +64,951 New
CPIG
18
Chicago Partners Investment Group
Illinois
$7.15M 59,810 -406 -0.7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.5M 56,553 +8,805 +18%
DADC
20
D.A. Davidson & Co
Montana
$6.23M 54,227 -2,740 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.11M 53,200 -3,180 -6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.62M 48,931 -3,339 -6%
KPWS
23
Kestra Private Wealth Services
Texas
$4.9M 42,671 +2,740 +7%
PSCM
24
Per Stirling Capital Management
Texas
$4.81M 41,839 -23,132 -36%
SWP
25
Stratos Wealth Partners
Ohio
$4.76M 41,409 +2,878 +7%
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