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First Trust Mid Cap Core AlphaDEX Fund
FNX

208 hedge funds and large institutions have $813M invested in First Trust Mid Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 59

6% more funds holding

Funds holding: 196 → 208 (+12)

5% more capital invested

Capital invested by funds: $777M → $813M (+$36.4M)

0.43% more ownership

Funds ownership: 66.27% → 66.7% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
208
Holders Change
+12
Holders Change %
+6.12%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
73
Reduced
59
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.89M
2
Wells Fargo
Wells Fargo
California
+$5.37M
3
PSCM
Per Stirling Capital Management
Texas
+$4.59M
4
Morgan Stanley
Morgan Stanley
New York
+$4.08M
5
First Trust Advisors
First Trust Advisors
Illinois
+$4.02M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$8.47M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.74M
4
FHC
First Heartland Consultants
Missouri
-$2.19M
5
BAM
Bellevue Asset Management
Washington
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
51
Cozad Asset Management
Illinois
$1.57M -$29.8K -225 -2%
Creative Planning
52
Creative Planning
Kansas
$1.54M -$49.4K -373 -3%
KWM
53
Kaydan Wealth Management
Michigan
$1.54M -$23.5K -177 -1%
NA
54
NewEdge Advisors
Louisiana
$1.43M +$58.3K +440 +4%
SI
55
Stephens Inc
Arkansas
$1.38M +$265 +2 +0%
DFA
56
DHJJ Financial Advisors
Illinois
$1.35M -$15.1K -114 -1%
AIA
57
AssuredPartners Investment Advisors
Florida
$1.32M -$54.6K -412 -4%
PNC
58
Park National Corp
Ohio
$1.31M -$5.96K -45 -0.4%
LI
59
LVZ Inc
Michigan
$1.25M +$99.5K +751 +8%
JWCA
60
J.W. Cole Advisors
Florida
$1.25M -$1.38M -10,397 -52%
IAA
61
Independent Advisor Alliance
North Carolina
$1.23M +$1.27M +9,585 New
TCM
62
Triumph Capital Management
Colorado
$1.21M +$968K +7,307 +342%
PSF
63
Pacific Sun Financial
California
$1.17M -$18.6K -140 -2%
SIAP
64
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.15M -$152K -1,150 -11%
EH
65
Equitable Holdings
New York
$1.14M +$133 +1 +0%
KWS
66
Keystone Wealth Services
California
$1.04M +$1.08M +8,124 New
MML Investors Services
67
MML Investors Services
Massachusetts
$999K -$40.7K -307 -4%
CIM
68
Catalyst Investment Management
New Hampshire
$919K +$39.2K +296 +5%
UAG
69
United Advisor Group
Ohio
$918K +$928 +7 +0.1%
PW
70
Potentia Wealth
California
$913K -$103K -777 -10%
PWM
71
Purus Wealth Management
California
$907K +$686K +5,174 +273%
SEP
72
Southland Equity Partners
Missouri
$886K -$36.7K -277 -4%
Goldman Sachs
73
Goldman Sachs
New York
$854K -$956K -7,216 -52%
BAM
74
Bellevue Asset Management
Washington
$811K -$2M -15,062 -70%
TFA
75
Transamerica Financial Advisors
Florida
$782K +$799K +6,032 +9,139%
1 2
3
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FNX Hedge Fund Activity: Q1 2026 in Review

208 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q1 2026, worth a combined $813M — up 4.7% from $777M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FNX positions and 8 closed out — a net gain of 15 holders — while 73 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $9.89M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $8.47M.

  • 208 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q1 2026, up from 196 in Q4 2025.
  • Funds reported $813M of First Trust Mid Cap Core AlphaDEX Fund stock for Q1 2026, up 4.7% quarter-over-quarter.
  • 23 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q1 2026 and 8 closed out, a net change of +15 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q1 2026 was Bank of America, an estimated $9.89M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q1 2026 was B. Riley Wealth Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2026.