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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

170 hedge funds and large institutions have $845M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
41
Reduced
73
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$248M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$16.5M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$3.52M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$7.82M
5
VF
5
Virtu Financial
New York
$2.44M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$78.5M
2
FH
2
FWG Holdings
Florida
$3.8M
3
DADC
3
D.A. Davidson & Co
Montana
$7.72M
4
GSEP
4
Golden State Equity Partners
California
$5.73M
5
DWA
5
Dorsey Wright & Associates
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LI
26
LVZ Inc
Michigan
$4.2M 40,164 -4,838 -11%
First Trust Advisors
27
First Trust Advisors
Illinois
$4.18M 39,995 -11,853 -23%
PSCM
28
Per Stirling Capital Management
Texas
$3.99M 38,208 -607 -2%
FH
29
FWG Holdings
Florida
$3.8M 36,990 -35,528 -49%
FHC
30
First Heartland Consultants
Missouri
$3.72M 35,572 +6,699 +23%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.69M 35,346 -23,240 -40%
IWM
32
IHT Wealth Management
Illinois
$3.58M 34,247 -536 -2%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$3.52M 34,003 +34,003 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.26M 31,230 +17,211 +123%
PAG
35
Private Advisor Group
New Jersey
$3.16M 30,273 +3,844 +15%
SWP
36
Stratos Wealth Partners
Ohio
$2.86M 27,347 +1,059 +4%
PFS
37
Prospera Financial Services
Texas
$2.66M 25,497 -544 -2%
PWH
38
Priebe Wealth Holdings
Minnesota
$2.66M 25,434 +25,434 New
AI
39
Atria Investments
North Carolina
$2.65M 25,350 -7,384 -23%
CA
40
Cetera Advisors
Colorado
$2.55M 24,417 -215 -0.9%
CAN
41
Cetera Advisor Networks
California
$2.48M 23,697 -359 -1%
VF
42
Virtu Financial
New York
$2.44M 23,370 +23,370 New
Citadel Advisors
43
Citadel Advisors
Florida
$2.41M 23,116 +23,116 New
SCA
44
Snowden Capital Advisors
New York
$2.37M 22,655 -14,831 -40%
WWM
45
Western Wealth Management
Colorado
$2.3M 22,034 +1,060 +5%
S4W
46
Solutions 4 Wealth
Texas
$2.23M 21,389 +21,389 New
AAS
47
Avantax Advisory Services
Texas
$2.1M 20,144 -863 -4%
Comerica Bank
48
Comerica Bank
Texas
$2.05M 19,584 -97 -0.5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.04M 19,521 +8,264 +73%
CFG
50
Citizens Financial Group
Rhode Island
$1.89M 18,086 +16 +0.1%
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