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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

186 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
45
Reduced
82
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$89.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.71M
4
Osaic Holdings
Osaic Holdings
Arizona
$14.6M
5
UBS Group
UBS Group
Switzerland
$25.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$8.33M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
AIA
AssuredPartners Investment Advisors
Florida
$1.35M
4
GS
GTS Securities
New York
$1.64M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
51
Kaydan Wealth Management
Michigan
$1.48M -$16.2K -141 -1%
HI
52
Harbour Investments
Wisconsin
$1.46M +$84.2K +733 +6%
PWS
53
Proactive Wealth Strategies
Georgia
$1.4M +$3.22K +28 +0.2%
AIA
54
AssuredPartners Investment Advisors
Florida
$1.35M -$12.2M -105,909 -90%
Citadel Advisors
55
Citadel Advisors
Florida
$1.33M -$375K -3,267 -22%
DFA
56
DHJJ Financial Advisors
Illinois
$1.3M -$126K -1,099 -9%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$1.28M +$152K +1,326 +13%
SI
58
Stephens Inc
Arkansas
$1.28M -$1.72K -15 -0.1%
PNC
59
Park National Corp
Ohio
$1.25M +$10.3K +90 +0.8%
SIAP
60
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.17M – – –
PSF
61
Pacific Sun Financial
California
$1.16M -$50.5K -440 -4%
NA
62
NewEdge Advisors
Louisiana
$1.15M -$10.1K -88 -0.9%
AI
63
Atria Investments
North Carolina
$1.13M -$3.85M -33,557 -77%
EH
64
Equitable Holdings
New York
$1.02M -$19.9K -173 -2%
PWH
65
Priebe Wealth Holdings
Minnesota
$972K -$1.1M -9,574 -53%
PW
66
Potentia Wealth
California
$948K -$251K -2,189 -21%
KWS
67
Keystone Wealth Services
California
$940K -$21.4K -186 -2%
CWA
68
Crux Wealth Advisors
California
$918K -$1.29M -11,259 -58%
TSMHT
69
Thurston Springer Miller Herd & Titak
Indiana
$902K +$902K +7,854 New
CFG
70
Citizens Financial Group
Rhode Island
$843K -$1.25M -10,870 -60%
SEP
71
Southland Equity Partners
Missouri
$835K -$5.17K -45 -0.6%
UAG
72
United Advisor Group
Ohio
$825K +$689 +6 +0.1%
GWSG
73
GPS Wealth Strategies Group
Colorado
$790K +$48K +418 +6%
MML Investors Services
74
MML Investors Services
Massachusetts
$790K -$267K -2,325 -25%
Goldman Sachs
75
Goldman Sachs
New York
$765K +$765K +6,663 New
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