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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

179 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 4 closing their positions.

Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
17
Increased
55
Reduced
64
Closed
4
Calls
$174K
Puts
$33K
Net Calls
+$141K
Net Calls Change
+$141K

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$6.95M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$13.2M
3
RJA
3
Raymond James & Associates
Florida
$24.9M
4
PSCM
4
Per Stirling Capital Management
Texas
$6.3M
5
CAM
5
Concorde Asset Management
Michigan
$1.87M

Top Sellers

1
KWM
1
Kaydan Wealth Management
Michigan
$1.58M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$225K
3
KAS
3
Kestra Advisory Services
Texas
$32M
4
IWM
4
IHT Wealth Management
Illinois
$748K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$6.42M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$1.55M 14,308 -972 -6%
NS
52
NBC Securities
Alabama
$1.46M 13,494 -145 -1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.45M 13,367 +10,953 +454%
DFA
54
DHJJ Financial Advisors
Illinois
$1.45M 13,323 -2,520 -16%
TFA
55
Transamerica Financial Advisors
Florida
$1.43M 13,164 – –
Truist Financial
56
Truist Financial
North Carolina
$1.4M 12,887 +455 +4%
OC
57
Oppenheimer & Co
New York
$1.29M 11,889 -13 -0.1%
SI
58
Stephens Inc
Arkansas
$1.25M 11,543 – –
HI
59
Harbour Investments
Wisconsin
$1.23M 11,350 -1,297 -10%
PNC
60
Park National Corp
Ohio
$1.21M 11,194 -6,249 -36%
NA
61
NewEdge Advisors
Louisiana
$1.21M 11,190 -413 -4%
GS
62
GTS Securities
New York
$1.18M 10,871 +10,871 New
SIAP
63
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.18M 10,865 -510 -4%
PSF
64
Pacific Sun Financial
California
$1.15M 10,639 -40 -0.4%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.13M 10,374 -914 -8%
EH
66
Equitable Holdings
New York
$1.01M 9,283 +1 +0%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$953K 8,779 +17 +0.2%
KWS
68
Keystone Wealth Services
California
$919K 8,472 -94 -1%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$906K 8,351 +74 +0.9%
AIFAIM
70
American Institute for Advanced Investment Management
Arizona
$872K 8,038 +346 +4%
Creative Planning
71
Creative Planning
Kansas
$808K 7,442 -249 -3%
MA
72
MONECO Advisors
Connecticut
$806K 7,426 -340 -4%
SEP
73
Southland Equity Partners
Missouri
$806K 7,424 -6 -0.1%
UAG
74
United Advisor Group
Ohio
$776K 7,154 -462 -6%
KIG
75
Kowal Investment Group
Wisconsin
$749K 6,902 +155 +2%
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3
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