We are live on ! Find out more
FNX icon

First Trust Mid Cap Core AlphaDEX Fund
FNX

208 hedge funds and large institutions have $813M invested in First Trust Mid Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 59

6% more funds holding

Funds holding: 196 → 208 (+12)

5% more capital invested

Capital invested by funds: $777M → $813M (+$36.4M)

0.43% more ownership

Funds ownership: 66.27% → 66.7% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
208
Holders Change
+12
Holders Change %
+6.12%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
73
Reduced
59
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.89M
2
Wells Fargo
Wells Fargo
California
+$5.37M
3
PSCM
Per Stirling Capital Management
Texas
+$4.59M
4
Morgan Stanley
Morgan Stanley
New York
+$4.08M
5
First Trust Advisors
First Trust Advisors
Illinois
+$4.02M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$8.47M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.74M
4
FHC
First Heartland Consultants
Missouri
-$2.19M
5
BAM
Bellevue Asset Management
Washington
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.35M -$2.74M -20,676 -38%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.29M +$357K +2,692 +9%
First Trust Advisors
28
First Trust Advisors
Illinois
$4.17M +$4.02M +30,299 +1,360%
PFS
29
Prospera Financial Services
Texas
$3.6M +$24.8K +187 +0.7%
PAG
30
Private Advisor Group
New Jersey
$3.39M +$10.3K +78 +0.3%
LWM
31
Lakeridge Wealth Management
Ohio
$3.36M +$67.7K +511 +2%
HI
32
Harbour Investments
Wisconsin
$3.31M +$1.62M +12,260 +91%
FWA
33
FSM Wealth Advisors
Ohio
$2.99M +$137K +1,031 +5%
PWS
34
Proactive Wealth Strategies
Georgia
$2.9M +$1.43M +10,821 +92%
S4W
35
Solutions 4 Wealth
Texas
$2.85M -$10.9K -82 -0.4%
BEI
36
Benjamin Edwards Inc
Missouri
$2.71M +$219K +1,651 +8%
SCA
37
Snowden Capital Advisors
New York
$2.6M -$8.48K -64 -0.3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.43M -$105K -793 -4%
Truist Financial
39
Truist Financial
North Carolina
$2.38M +$154K +1,163 +7%
CFG
40
Citizens Financial Group
Rhode Island
$2.34M +$2.12K +16 +0.1%
FH
41
FWG Holdings
Florida
$2.21M +$776K +5,855 +52%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.19M -$7.82K -59 -0.3%
PWM
43
Perigon Wealth Management
California
$2.17M +$265 +2 +0%
P
44
&Partners
Tennessee
$2.09M +$83.9K +633 +4%
GS
45
GTS Securities
New York
$2.08M +$1.48M +11,185 +221%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$2.05M +$2.12M +16,021 New
BFC
47
Bedel Financial Consulting
Indiana
$2.01M – – –
OC
48
Oppenheimer & Co
New York
$1.92M -$9.14K -69 -0.5%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$1.76M +$135K +1,022 +8%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.59M +$1.27M +9,547 +331%
1
2
3 4 5

FNX Hedge Fund Activity: Q1 2026 in Review

208 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q1 2026, worth a combined $813M — up 4.7% from $777M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FNX positions and 8 closed out — a net gain of 15 holders — while 73 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $9.89M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $8.47M.

  • 208 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q1 2026, up from 196 in Q4 2025.
  • Funds reported $813M of First Trust Mid Cap Core AlphaDEX Fund stock for Q1 2026, up 4.7% quarter-over-quarter.
  • 23 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q1 2026 and 8 closed out, a net change of +15 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q1 2026 was Bank of America, an estimated $9.89M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q1 2026 was B. Riley Wealth Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2026.