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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

186 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
45
Reduced
82
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$89.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.71M
4
Osaic Holdings
Osaic Holdings
Arizona
$14.6M
5
UBS Group
UBS Group
Switzerland
$25.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$8.33M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
AIA
AssuredPartners Investment Advisors
Florida
$1.35M
4
GS
GTS Securities
New York
$1.64M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$4.71M +$3.49M +30,346 +285%
FH
27
FWG Holdings
Florida
$4.46M -$195K -1,670 -4%
WWM
28
Western Wealth Management
Colorado
$4.2M +$170K +1,477 +4%
PFS
29
Prospera Financial Services
Texas
$3.64M -$167K -1,451 -4%
BEI
30
Benjamin Edwards Inc
Missouri
$3.04M -$1.18M -10,232 -28%
PAG
31
Private Advisor Group
New Jersey
$3M +$46.7K +407 +2%
BAM
32
Bellevue Asset Management
Washington
$2.72M -$44K -383 -2%
AAS
33
Avantax Advisory Services
Texas
$2.66M -$457K -3,975 -15%
S4W
34
Solutions 4 Wealth
Texas
$2.57M +$121K +1,052 +5%
FWA
35
FSM Wealth Advisors
Ohio
$2.49M +$2.49M +21,279 New
SCA
36
Snowden Capital Advisors
New York
$2.39M -$4.36K -38 -0.2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$2.29M +$2.13K +18 +0.1%
Comerica Bank
38
Comerica Bank
Texas
$2.21M -$21.1K -184 -0.9%
Truist Financial
39
Truist Financial
North Carolina
$2.11M -$65.5K -570 -3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.96M -$300K -2,613 -13%
BFC
41
Bedel Financial Consulting
Indiana
$1.94M – – –
PWM
42
Perigon Wealth Management
California
$1.94M -$11.6K -101 -0.6%
LI
43
LVZ Inc
Michigan
$1.87M +$13.9K +121 +0.7%
NS
44
NBC Securities
Alabama
$1.82M +$410K +3,575 +29%
OC
45
Oppenheimer & Co
New York
$1.73M -$2.07K -18 -0.1%
EAM
46
Empirical Asset Management
Massachusetts
$1.69M +$24.7K +215 +1%
P
47
&Partners
Tennessee
$1.67M +$827K +7,203 +98%
CAM
48
Cozad Asset Management
Illinois
$1.66M -$13.7K -119 -0.8%
GS
49
GTS Securities
New York
$1.64M -$4.78M -41,621 -74%
Creative Planning
50
Creative Planning
Kansas
$1.52M -$783K -6,819 -34%
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