We are live on ! Find out more
FNX icon

First Trust Mid Cap Core AlphaDEX Fund
FNX

162 hedge funds and large institutions have $593M invested in First Trust Mid Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

17% more capital invested

Capital invested by funds: $508M → $593M (+$84.8M)

10% more funds holding

Funds holding: 147 → 162 (+15)

2.7% more ownership

Funds ownership: 59.64% → 62.34% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
55
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.77M
2
Morgan Stanley
Morgan Stanley
New York
+$7.62M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.09M
4
LPL Financial
LPL Financial
California
+$3.42M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.08M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.76M
3
GIA
Gladstone Institutional Advisory
Florida
-$1.5M
4
Bank of America
Bank of America
North Carolina
-$1.45M
5
TCWM
Total Clarity Wealth Management
Illinois
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
LI
26
LVZ Inc
Michigan
$3.76M +$282K +3,192 +8%
AAS
27
Avantax Advisory Services
Texas
$2.97M +$986K +11,170 +49%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.74M +$2.33M +26,344 +540%
AWS
29
Atria Wealth Solutions
New York
$2.71M -$231K -2,613 -8%
SWP
30
Stratos Wealth Partners
Ohio
$2.55M +$84.9K +962 +3%
PNC
31
Park National Corp
Ohio
$2.54M +$28.9K +327 +1%
AI
32
Atria Investments
North Carolina
$2.53M +$85.4K +968 +3%
Truist Financial
33
Truist Financial
North Carolina
$2.42M -$18.3K -207 -0.7%
PFS
34
Prospera Financial Services
Texas
$2.39M +$99K +1,122 +4%
FHC
35
First Heartland Consultants
Missouri
$2.29M -$37.2K -421 -2%
CA
36
Cetera Advisors
Colorado
$2.27M +$442K +5,004 +24%
SPC
37
Sigma Planning Corp
Michigan
$2.26M -$101K -1,146 -4%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$2.22M +$785K +8,894 +54%
CAN
39
Cetera Advisor Networks
California
$2.03M +$768K +8,696 +60%
KPWS
40
Kestra Private Wealth Services
Texas
$1.91M +$142K +1,612 +8%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.9M -$3.76M -42,555 -66%
SAM
42
Secure Asset Management
Michigan
$1.79M +$1.8M +20,400 New
CAS
43
Coppell Advisory Solutions
Texas
$1.79M +$1.8M +20,389 New
CASC
44
Coppell Advisory Solutions Corp
Texas
$1.79M +$1.8M +20,389 New
Citadel Advisors
45
Citadel Advisors
Florida
$1.76M -$1M -11,372 -36%
KWM
46
Kaydan Wealth Management
Michigan
$1.72M -$333K -3,775 -16%
MA
47
MONECO Advisors
Connecticut
$1.65M -$184K -2,090 -10%
WWM
48
Western Wealth Management
Colorado
$1.64M -$645K -7,312 -28%
DFA
49
DHJJ Financial Advisors
Illinois
$1.55M +$112K +1,274 +8%
BFC
50
Bedel Financial Consulting
Indiana
$1.48M -$101K -1,143 -6%
1
2
3 4 5

FNX Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q4 2022, worth a combined $593M — up 17% from $508M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FNX positions and 14 closed out — a net gain of 18 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $9.77M. The largest seller was Wells Fargo, cutting an estimated $6.08M.

  • 162 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $593M of First Trust Mid Cap Core AlphaDEX Fund stock for Q4 2022, up 17% quarter-over-quarter.
  • 32 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q4 2022 and 14 closed out, a net change of +18 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q4 2022 was Baird Financial Group, an estimated $9.77M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q4 2022 was Wells Fargo, an estimated $6.08M sold.

Based on aggregated 13F filings for Q4 2022.