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First Trust Mid Cap Core AlphaDEX Fund
FNX

151 hedge funds and large institutions have $598M invested in First Trust Mid Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 41

0.64% more ownership

Funds ownership: 58.31% → 58.96% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $621M → $598M (-$23.7M)

5% less funds holding

Funds holding: 159 → 151 (-8)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
57
Reduced
41
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.27M
2
First Trust Advisors
First Trust Advisors
Illinois
+$5.18M
3
Bank of America
Bank of America
North Carolina
+$3.37M
4
GSEP
Golden State Equity Partners
California
+$2.52M
5
Wells Fargo
Wells Fargo
California
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$6.62M
2
AIA
Arrow Investment Advisors
Maryland
-$5.45M
3
Morgan Stanley
Morgan Stanley
New York
-$3.68M
4
DWA
Dorsey Wright & Associates
California
-$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
26
Kaydan Wealth Management
Michigan
$3.42M -$164K -1,683 -5%
HWM
27
Holloway Wealth Management
Florida
$3.28M – – –
GSWM
28
Golden State Wealth Management
California
$3.23M +$104K +1,064 +3%
Truist Financial
29
Truist Financial
North Carolina
$2.98M -$115K -1,183 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.88M -$1.44M -14,798 -34%
PNC
31
Park National Corp
Ohio
$2.82M -$133K -1,361 -5%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.78M +$779K +7,983 +39%
PFS
33
Prospera Financial Services
Texas
$2.6M -$58.5K -600 -2%
AI
34
Atria Investments
North Carolina
$2.48M -$362K -3,716 -13%
WWM
35
Western Wealth Management
Colorado
$2.32M +$1.71M +17,570 +292%
AWS
36
Atria Wealth Solutions
New York
$2.31M +$2.3M +23,532 New
AAS
37
Avantax Advisory Services
Texas
$2.14M +$198K +2,028 +10%
SWP
38
Stratos Wealth Partners
Ohio
$2.13M +$296K +3,036 +16%
KPWS
39
Kestra Private Wealth Services
Texas
$2.01M -$26.1K -268 -1%
SPC
40
Sigma Planning Corp
Michigan
$1.93M +$562K +5,758 +41%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.88M +$147K +1,508 +9%
AF
42
Allworth Financial
California
$1.86M -$132K -1,353 -7%
BFC
43
Bedel Financial Consulting
Indiana
$1.77M – – –
IA
44
IFP Advisors
Florida
$1.74M +$843K +8,645 +55%
Citadel Advisors
45
Citadel Advisors
Florida
$1.7M +$540K +5,536 +47%
PWM
46
Perigon Wealth Management
California
$1.64M +$16.1K +165 +1%
MCC
47
Money Concepts Capital
Florida
$1.63M +$1.12M +11,432 +220%
DFA
48
DHJJ Financial Advisors
Illinois
$1.62M -$19.9K -204 -1%
DADC
49
D.A. Davidson & Co
Montana
$1.62M +$16.1K +165 +1%
TCWM
50
Total Clarity Wealth Management
Illinois
$1.59M -$822K -8,427 -34%
1
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FNX Hedge Fund Activity: Q1 2022 in Review

151 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q1 2022, worth a combined $598M — down 3.8% from $621M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FNX and 16 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 57 added.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $6.27M. The largest seller was LPL Financial, cutting an estimated $6.62M.

  • 151 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $598M of First Trust Mid Cap Core AlphaDEX Fund stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 16 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q1 2022 and 22 closed out, a net change of -6 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q1 2022 was Benjamin F. Edwards & Company, an estimated $6.27M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q1 2022 was LPL Financial, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2022.