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First Trust Mid Cap Core AlphaDEX Fund

188 hedge funds and large institutions have $764M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

4% more capital invested

Capital invested by funds: $737M → $764M (+$27M)

0.28% less ownership

Funds ownership: 65.08%64.8% (-0.28%)

1% less funds holding

Funds holding: 190188 (-2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
45
Reduced
75
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Western Wealth Management
Colorado
$4.66M +$72.4K +599 +2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.51M -$1.57M -12,983 -27%
PFS
28
Prospera Financial Services
Texas
$3.77M -$197K -1,631 -5%
Goldman Sachs
29
Goldman Sachs
New York
$3.46M +$2.53M +20,930 +314%
PAG
30
Private Advisor Group
New Jersey
$3.19M -$86.4K -715 -3%
S4W
31
Solutions 4 Wealth
Texas
$2.81M +$1.09K +9 +0%
BEI
32
Benjamin Edwards Inc
Missouri
$2.72M -$586K -4,846 -18%
BAM
33
Bellevue Asset Management
Washington
$2.64M -$322K -2,666 -11%
FWA
34
FSM Wealth Advisors
Ohio
$2.58M -$89.3K -739 -3%
SCA
35
Snowden Capital Advisors
New York
$2.55M -$52.3K -433 -2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$2.43M -$9.91K -82 -0.4%
Comerica Bank
37
Comerica Bank
Texas
$2.41M -$6.89K -57 -0.3%
VF
38
Virtu Financial
New York
$2.31M +$2.23M +18,424 New
CFG
39
Citizens Financial Group
Rhode Island
$2.29M +$1.32M +10,895 +148%
PWM
40
Perigon Wealth Management
California
$2.1M -$13.8K -114 -0.7%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.1M -$32.4K -268 -2%
Truist Financial
42
Truist Financial
North Carolina
$2.05M -$244K -2,022 -11%
BFC
43
Bedel Financial Consulting
Indiana
$1.97M -$145K -1,200 -7%
OC
44
Oppenheimer & Co
New York
$1.89M -$7.49K -62 -0.4%
P
45
&Partners
Tennessee
$1.81M -$5.32K -44 -0.3%
HI
46
Harbour Investments
Wisconsin
$1.65M +$58.1K +481 +4%
Creative Planning
47
Creative Planning
Kansas
$1.64M -$17.5K -145 -1%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$1.59M +$183K +1,517 +14%
KWM
49
Kaydan Wealth Management
Michigan
$1.58M -$26.9K -223 -2%
CAM
50
Cozad Asset Management
Illinois
$1.56M -$235K -1,947 -14%

FNX Hedge Fund Activity: Q3 2025 in Review

188 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q3 2025, worth a combined $764M — up 3.7% from $737M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FNX positions and 12 closed out — a net gain of 1 holder — while 45 added to existing stakes and 75 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.37M. The largest seller was Wells Fargo, cutting an estimated $14M.

  • 188 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q3 2025, down from 190 in Q2 2025.
  • Funds reported $764M of First Trust Mid Cap Core AlphaDEX Fund stock for Q3 2025, up 3.7% quarter-over-quarter.
  • 13 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q3 2025 and 12 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $3.37M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q3 2025 was Wells Fargo, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2025.