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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

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.

Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
2.6%
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

1
AWS
1
Atria Wealth Solutions
New York
$6.95M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$13.2M
3
RJA
3
Raymond James & Associates
Florida
$24.9M
4
PSCM
4
Per Stirling Capital Management
Texas
$6.3M
5
CAM
5
Concorde Asset Management
Michigan
$1.87M

Top Sellers

1
KWM
1
Kaydan Wealth Management
Michigan
$1.58M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$225K
3
KAS
3
Kestra Advisory Services
Texas
$32M
4
IWM
4
IHT Wealth Management
Illinois
$748K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$6.42M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$5.76M 53,394 +53,394 New
First Trust Advisors
27
First Trust Advisors
Illinois
$5.32M 48,994 -1,568 -3%
KPWS
28
Kestra Private Wealth Services
Texas
$4.67M 43,065 -2,026 -4%
FH
29
FWG Holdings
Florida
$4.38M 38,357 +675 +2%
AI
30
Atria Investments
North Carolina
$4.05M 37,340 -2,039 -5%
PFS
31
Prospera Financial Services
Texas
$3.73M 34,371 +1,912 +6%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.52M 32,451 +6,949 +27%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.43M 31,584 -3,012 -9%
PWH
34
Priebe Wealth Holdings
Minnesota
$3.13M 28,830 +2,630 +10%
PAG
35
Private Advisor Group
New Jersey
$3.01M 27,760 -946 -3%
AAS
36
Avantax Advisory Services
Texas
$2.96M 27,250 -5,836 -18%
SWP
37
Stratos Wealth Partners
Ohio
$2.89M 26,667 -4,177 -14%
SCA
38
Snowden Capital Advisors
New York
$2.41M 22,162 -349 -2%
S4W
39
Solutions 4 Wealth
Texas
$2.32M 21,389 -26 -0.1%
Comerica Bank
40
Comerica Bank
Texas
$2.04M 18,823 -723 -4%
WWM
41
Western Wealth Management
Colorado
$2.02M 18,656 +780 +4%
CFG
42
Citizens Financial Group
Rhode Island
$1.97M 18,142 +20 +0.1%
CAM
43
Concorde Asset Management
Michigan
$1.87M 17,197 +17,197 New
BFC
44
Bedel Financial Consulting
Indiana
$1.83M 16,900 – –
PWM
45
Perigon Wealth Management
California
$1.79M 16,510 +351 +2%
LI
46
LVZ Inc
Michigan
$1.68M 15,456 -364 -2%
VF
47
Virtu Financial
New York
$1.61M 14,796 +14,796 New
CAM
48
Cozad Asset Management
Illinois
$1.6M 14,747 +1 +0%
KWM
49
Kaydan Wealth Management
Michigan
$1.58M 14,581 -196,712 -93%
OMC
50
Old Mission Capital
Illinois
$1.56M 14,341 +14,341 New
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