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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

179 hedge funds and large institutions have $719M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
51
Reduced
79
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
GS
2
GTS Securities
New York
$6.09M
3
Creative Planning
3
Creative Planning
Kansas
$2.19M
4
NS
4
NBC Securities
Alabama
$1.33M
5
Bank of America
5
Bank of America
North Carolina
$15.7M

Top Sellers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$223K
2
Wells Fargo
2
Wells Fargo
California
$74.1M
3
BAM
3
Bellevue Asset Management
Washington
$2.62M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$242K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
51
Empirical Asset Management
Massachusetts
$1.58M 14,501 +329 +2%
KWM
52
Kaydan Wealth Management
Michigan
$1.42M 12,990 -498 -4%
DFA
53
DHJJ Financial Advisors
Illinois
$1.35M 12,394 +8 +0.1%
NS
54
NBC Securities
Alabama
$1.33M 12,232 +12,220 +101,833%
PWS
55
Proactive Wealth Strategies
Georgia
$1.33M 12,198 -608 -5%
HI
56
Harbour Investments
Wisconsin
$1.3M 11,951 +1,065 +10%
SI
57
Stephens Inc
Arkansas
$1.22M 11,159 -148 -1%
PNC
58
Park National Corp
Ohio
$1.18M 10,829 -365 -3%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.16M 10,642 -24,172 -69%
PSF
60
Pacific Sun Financial
California
$1.15M 10,544 -50 -0.5%
PW
61
Potentia Wealth
California
$1.14M 10,442 -597 -5%
SIAP
62
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.11M 10,195 – –
NA
63
NewEdge Advisors
Louisiana
$1.1M 10,098 -531 -5%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$1.06M 9,835 -623 -6%
MML Investors Services
65
MML Investors Services
Massachusetts
$1M 9,200 +13 +0.1%
EH
66
Equitable Holdings
New York
$991K 9,091 – –
KWS
67
Keystone Wealth Services
California
$912K 8,373 -100 -1%
MIM
68
Marshall Investment Management
Colorado
$825K 7,571 +48 +0.6%
SEP
69
Southland Equity Partners
Missouri
$797K 7,312 -15 -0.2%
P
70
&Partners
Tennessee
$791K 7,313 -60 -0.8%
UAG
71
United Advisor Group
Ohio
$782K 7,180 +7 +0.1%
GWSG
72
GPS Wealth Strategies Group
Colorado
$704K 6,463 +14 +0.2%
SPIA
73
Steward Partners Investment Advisory
New York
$619K 5,682 +138 +2%
TSW
74
Three Seasons Wealth
Utah
$605K 5,554 -424 -7%
RG
75
Rathbones Group
United Kingdom
$600K 5,504 +73 +1%
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3
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