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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

179 hedge funds and large institutions have $719M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
51
Reduced
79
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
GS
2
GTS Securities
New York
$6.09M
3
Creative Planning
3
Creative Planning
Kansas
$2.19M
4
NS
4
NBC Securities
Alabama
$1.33M
5
Bank of America
5
Bank of America
North Carolina
$15.7M

Top Sellers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$223K
2
Wells Fargo
2
Wells Fargo
California
$74.1M
3
BAM
3
Bellevue Asset Management
Washington
$2.62M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$242K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$4.35M 39,931 -443 -1%
FH
27
FWG Holdings
Florida
$4.21M 39,917 -534 -1%
SWP
28
Stratos Wealth Partners
Ohio
$4.2M 38,531 +4,512 +13%
BEI
29
Benjamin Edwards Inc
Missouri
$4M 36,716 -19,315 -34%
WWM
30
Western Wealth Management
Colorado
$3.82M 35,078 +709 +2%
PFS
31
Prospera Financial Services
Texas
$3.61M 33,150 +74 +0.2%
AAS
32
Avantax Advisory Services
Texas
$2.96M 27,126 +257 +1%
PAG
33
Private Advisor Group
New Jersey
$2.8M 25,721 -1,077 -4%
BAM
34
Bellevue Asset Management
Washington
$2.62M 24,073 -46,659 -66%
S4W
35
Solutions 4 Wealth
Texas
$2.33M 21,352 -76 -0.4%
SCA
36
Snowden Capital Advisors
New York
$2.27M 20,837 -170 -0.8%
Creative Planning
37
Creative Planning
Kansas
$2.19M 20,053 +12,757 +175%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.14M 19,638 -1,038 -5%
Comerica Bank
39
Comerica Bank
Texas
$2.12M 19,440 +516 +3%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$2.11M 19,359 +726 +4%
CWA
41
Crux Wealth Advisors
California
$2.1M 19,255 -7,799 -29%
Truist Financial
42
Truist Financial
North Carolina
$2.07M 18,978 -140 -0.7%
CFG
43
Citizens Financial Group
Rhode Island
$1.98M 18,209 +15 +0.1%
PWH
44
Priebe Wealth Holdings
Minnesota
$1.97M 18,033 -14,371 -44%
PWM
45
Perigon Wealth Management
California
$1.85M 16,983 +2 +0%
BFC
46
Bedel Financial Consulting
Indiana
$1.8M 16,900 – –
LI
47
LVZ Inc
Michigan
$1.76M 16,154 +243 +2%
OC
48
Oppenheimer & Co
New York
$1.65M 15,117 -19 -0.1%
Citadel Advisors
49
Citadel Advisors
Florida
$1.61M 14,806 -9,995 -40%
CAM
50
Cozad Asset Management
Illinois
$1.58M 14,533 -1 -0%
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