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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
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.6M
4
UBS Group
4
UBS Group
Switzerland
$25.7M
5
FWA
5
FSM Wealth Advisors
Ohio
$2.49M

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 %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$4.71M 40,988 +30,346 +285%
FH
27
FWG Holdings
Florida
$4.46M 38,247 -1,670 -4%
WWM
28
Western Wealth Management
Colorado
$4.2M 36,555 +1,477 +4%
PFS
29
Prospera Financial Services
Texas
$3.64M 31,699 -1,451 -4%
BEI
30
Benjamin Edwards Inc
Missouri
$3.04M 26,484 -10,232 -28%
PAG
31
Private Advisor Group
New Jersey
$3M 26,128 +407 +2%
BAM
32
Bellevue Asset Management
Washington
$2.72M 23,690 -383 -2%
AAS
33
Avantax Advisory Services
Texas
$2.66M 23,151 -3,975 -15%
S4W
34
Solutions 4 Wealth
Texas
$2.57M 22,404 +1,052 +5%
FWA
35
FSM Wealth Advisors
Ohio
$2.49M 21,279 +21,279 New
SCA
36
Snowden Capital Advisors
New York
$2.39M 20,799 -38 -0.2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$2.29M 19,377 +18 +0.1%
Comerica Bank
38
Comerica Bank
Texas
$2.21M 19,256 -184 -0.9%
Truist Financial
39
Truist Financial
North Carolina
$2.11M 18,408 -570 -3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.96M 17,025 -2,613 -13%
BFC
41
Bedel Financial Consulting
Indiana
$1.94M 16,900 – –
PWM
42
Perigon Wealth Management
California
$1.94M 16,882 -101 -0.6%
LI
43
LVZ Inc
Michigan
$1.87M 16,275 +121 +0.7%
NS
44
NBC Securities
Alabama
$1.82M 15,807 +3,575 +29%
OC
45
Oppenheimer & Co
New York
$1.73M 15,099 -18 -0.1%
EAM
46
Empirical Asset Management
Massachusetts
$1.69M 14,716 +215 +1%
P
47
&Partners
Tennessee
$1.67M 14,516 +7,203 +98%
CAM
48
Cozad Asset Management
Illinois
$1.66M 14,414 -119 -0.8%
GS
49
GTS Securities
New York
$1.64M 14,259 -41,621 -74%
Creative Planning
50
Creative Planning
Kansas
$1.52M 13,234 -6,819 -34%
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