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First Trust Mid Cap Core AlphaDEX Fund
FNX

179 hedge funds and large institutions have $793M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

18% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 56

8% more capital invested

Capital invested by funds: $735M → $793M (+$58.1M)

0.79% more ownership

Funds ownership: 64.5% → 65.29% (+0.79%)

0% more funds holding

Funds holding: 179 → 179 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
179
Holders Change
–
Holders Change %
0%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
66
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$21.4M
2
IAIM
International Assets Investment Management
Florida
+$20.6M
3
BEI
Benjamin Edwards Inc
Missouri
+$6.82M
4
LPL Financial
LPL Financial
California
+$4.73M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$13.5M
2
AWS
Atria Wealth Solutions
New York
-$6.92M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.71M
4
Morgan Stanley
Morgan Stanley
New York
-$4.57M
5
FHC
First Heartland Consultants
Missouri
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$6.56M +$362K +3,215 +6%
First Trust Advisors
27
First Trust Advisors
Illinois
$5.75M +$11.5K +102 +0.2%
KPWS
28
Kestra Private Wealth Services
Texas
$5.01M -$37.8K -336 -0.8%
FH
29
FWG Holdings
Florida
$4.67M +$162K +1,438 +4%
GS
30
GTS Securities
New York
$4.49M +$3.09M +27,434 +252%
AI
31
Atria Investments
North Carolina
$4.43M +$55.3K +491 +1%
PFS
32
Prospera Financial Services
Texas
$4.24M +$203K +1,807 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$4.22M +$400K +3,556 +11%
SWP
34
Stratos Wealth Partners
Ohio
$3.65M +$509K +4,519 +17%
PWH
35
Priebe Wealth Holdings
Minnesota
$3.61M +$221K +1,966 +7%
PAG
36
Private Advisor Group
New Jersey
$3.15M -$95.8K -851 -3%
AAS
37
Avantax Advisory Services
Texas
$3.09M -$100K -888 -3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.58M -$1.07M -9,537 -30%
WWM
39
Western Wealth Management
Colorado
$2.55M +$351K +3,114 +17%
S4W
40
Solutions 4 Wealth
Texas
$2.51M +$2.14K +19 +0.1%
SCA
41
Snowden Capital Advisors
New York
$2.5M -$88.6K -787 -4%
Truist Financial
42
Truist Financial
North Carolina
$2.35M +$810K +7,195 +56%
Comerica Bank
43
Comerica Bank
Texas
$2.19M -$9.91K -88 -0.5%
CFG
44
Citizens Financial Group
Rhode Island
$2.13M +$2.93K +26 +0.1%
PWM
45
Perigon Wealth Management
California
$1.99M +$52.7K +468 +3%
BFC
46
Bedel Financial Consulting
Indiana
$1.98M – – –
LI
47
LVZ Inc
Michigan
$1.86M +$47.3K +420 +3%
EAM
48
Empirical Asset Management
Massachusetts
$1.83M +$1.03M +9,138 +142%
CAM
49
Cozad Asset Management
Illinois
$1.71M -$15.2K -135 -0.9%
KWM
50
Kaydan Wealth Management
Michigan
$1.69M -$13.1K -116 -0.8%
1
2
3 4 5

FNX Hedge Fund Activity: Q3 2024 in Review

179 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q3 2024, worth a combined $793M — up 7.9% from $735M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FNX positions and 11 closed out — a net gain of 2 holders — while 66 added to existing stakes and 56 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $21.4M. The largest seller was Kestra Advisory Services, cutting an estimated $13.5M.

  • 179 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $793M of First Trust Mid Cap Core AlphaDEX Fund stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 13 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q3 2024 and 11 closed out, a net change of +2 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q3 2024 was National Bank of Canada, an estimated $21.4M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q3 2024 was Kestra Advisory Services, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2024.