We are live on ! Find out more
FNX icon

First Trust Mid Cap Core AlphaDEX Fund
FNX

190 hedge funds and large institutions have $737M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

6% more funds holding

Funds holding: 180 → 190 (+10)

2% more capital invested

Capital invested by funds: $725M → $737M (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.21% less ownership

Funds ownership: 65.29% → 65.08% (-0.21%)

48% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 85

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
44
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$11.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.29M
4
UBS Group
UBS Group
Switzerland
+$2.49M
5
FWA
FSM Wealth Advisors
Ohio
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$13M
2
Morgan Stanley
Morgan Stanley
New York
-$11.8M
3
AIA
AssuredPartners Investment Advisors
Florida
-$11.5M
4
GS
GTS Securities
New York
-$4.51M
5
Bank of America
Bank of America
North Carolina
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$4.76M +$312K +2,878 +7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$4.71M +$3.29M +30,346 +285%
FH
28
FWG Holdings
Florida
$4.46M -$181K -1,670 -4%
WWM
29
Western Wealth Management
Colorado
$4.2M +$160K +1,477 +4%
PFS
30
Prospera Financial Services
Texas
$3.64M -$157K -1,451 -4%
BEI
31
Benjamin Edwards Inc
Missouri
$3.04M -$1.11M -10,232 -28%
PAG
32
Private Advisor Group
New Jersey
$3M +$44.1K +407 +2%
BAM
33
Bellevue Asset Management
Washington
$2.72M -$41.5K -383 -2%
AAS
34
Avantax Advisory Services
Texas
$2.66M -$431K -3,975 -15%
S4W
35
Solutions 4 Wealth
Texas
$2.57M +$114K +1,052 +5%
FWA
36
FSM Wealth Advisors
Ohio
$2.49M +$2.31M +21,279 New
SCA
37
Snowden Capital Advisors
New York
$2.39M -$4.12K -38 -0.2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$2.29M +$1.95K +18 +0.1%
Comerica Bank
39
Comerica Bank
Texas
$2.21M -$20K -184 -0.9%
Truist Financial
40
Truist Financial
North Carolina
$2.11M -$61.8K -570 -3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.96M -$283K -2,613 -13%
BFC
42
Bedel Financial Consulting
Indiana
$1.94M – – –
PWM
43
Perigon Wealth Management
California
$1.94M -$11K -101 -0.6%
LI
44
LVZ Inc
Michigan
$1.87M +$13.1K +121 +0.7%
NS
45
NBC Securities
Alabama
$1.81M +$388K +3,575 +29%
OC
46
Oppenheimer & Co
New York
$1.73M -$1.95K -18 -0.1%
EAM
47
Empirical Asset Management
Massachusetts
$1.69M +$23.3K +215 +1%
P
48
&Partners
Tennessee
$1.67M +$781K +7,203 +98%
CAM
49
Cozad Asset Management
Illinois
$1.66M -$12.9K -119 -0.8%
GS
50
GTS Securities
New York
$1.64M -$4.51M -41,621 -74%
1
2
3 4 5

FNX Hedge Fund Activity: Q2 2025 in Review

190 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q2 2025, worth a combined $737M — up 1.5% from $725M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FNX positions and 12 closed out — a net gain of 12 holders — while 44 added to existing stakes and 85 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.1M. The largest seller was Kestra Advisory Services, cutting an estimated $13M.

  • 190 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q2 2025, up from 180 in Q1 2025.
  • Funds reported $737M of First Trust Mid Cap Core AlphaDEX Fund stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 24 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q2 2025 was Wells Fargo, an estimated $11.1M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q2 2025 was Kestra Advisory Services, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2025.