We are live on ! Find out more
FNX icon

First Trust Mid Cap Core AlphaDEX Fund
FNX

179 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more call options, than puts

Call options by funds: $174K | Put options by funds: $33K

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

6% more funds holding

Funds holding: 169 → 179 (+10)

1.24% less ownership

Funds ownership: 65.74% → 64.5% (-1.2%)

7% less capital invested

Capital invested by funds: $792M → $735M (-$56.9M)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
17
Increased
55
Reduced
64
Closed
4
Calls
$174K
Puts
$33K
Net Calls
+$141K
Net Calls Change
+$141K

Top Buyers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
+$6.71M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.88M
3
RJA
Raymond James & Associates
Florida
+$2.27M
4
PSCM
Per Stirling Capital Management
Texas
+$2.24M
5
CAM
Concorde Asset Management
Michigan
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
KWM
Kaydan Wealth Management
Michigan
-$21.5M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$6.33M
3
KAS
Kestra Advisory Services
Texas
-$5.5M
4
IWM
IHT Wealth Management
Illinois
-$2.58M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$5.76M +$5.83M +53,394 New
First Trust Advisors
27
First Trust Advisors
Illinois
$5.32M -$171K -1,568 -3%
KPWS
28
Kestra Private Wealth Services
Texas
$4.67M -$221K -2,026 -4%
FH
29
FWG Holdings
Florida
$4.38M +$73.7K +675 +2%
AI
30
Atria Investments
North Carolina
$4.05M -$222K -2,039 -5%
PFS
31
Prospera Financial Services
Texas
$3.73M +$209K +1,912 +6%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.52M +$758K +6,949 +27%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.43M -$329K -3,012 -9%
PWH
34
Priebe Wealth Holdings
Minnesota
$3.13M +$287K +2,630 +10%
PAG
35
Private Advisor Group
New Jersey
$3.01M -$103K -946 -3%
AAS
36
Avantax Advisory Services
Texas
$2.96M -$637K -5,836 -18%
SWP
37
Stratos Wealth Partners
Ohio
$2.89M -$456K -4,177 -14%
SCA
38
Snowden Capital Advisors
New York
$2.41M -$38.1K -349 -2%
S4W
39
Solutions 4 Wealth
Texas
$2.32M -$2.84K -26 -0.1%
Comerica Bank
40
Comerica Bank
Texas
$2.04M -$78.9K -723 -4%
WWM
41
Western Wealth Management
Colorado
$2.02M +$85.1K +780 +4%
CFG
42
Citizens Financial Group
Rhode Island
$1.97M +$2.18K +20 +0.1%
CAM
43
Concorde Asset Management
Michigan
$1.87M +$1.88M +17,197 New
BFC
44
Bedel Financial Consulting
Indiana
$1.83M – – –
PWM
45
Perigon Wealth Management
California
$1.79M +$38.3K +351 +2%
LI
46
LVZ Inc
Michigan
$1.68M -$39.7K -364 -2%
VF
47
Virtu Financial
New York
$1.61M +$1.61M +14,796 New
CAM
48
Cozad Asset Management
Illinois
$1.6M +$109 +1 +0%
KWM
49
Kaydan Wealth Management
Michigan
$1.58M -$21.5M -196,712 -93%
OMC
50
Old Mission Capital
Illinois
$1.56M +$1.56M +14,341 New
1
2
3 4 5

FNX Hedge Fund Activity: Q2 2024 in Review

179 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q2 2024, worth a combined $735M — down 7.2% from $792M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FNX positions and 4 closed out — a net gain of 13 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $6.71M. The largest seller was Kaydan Wealth Management, cutting an estimated $21.5M.

  • 179 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q2 2024, up from 169 in Q1 2024.
  • Funds reported $735M of First Trust Mid Cap Core AlphaDEX Fund stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 17 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q2 2024 and 4 closed out, a net change of +13 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q2 2024 was Atria Wealth Solutions, an estimated $6.71M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q2 2024 was Kaydan Wealth Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2024.