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First Trust Mid Cap Core AlphaDEX Fund

190 hedge funds and large institutions have $737M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

6% more funds holding

Funds holding: 180190 (+10)

2% more capital invested

Capital invested by funds: $725M → $737M (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.21% less ownership

Funds ownership: 65.29%65.08% (-0.21%)

48% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 85

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
44
Reduced
85
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$1.52M -$740K -6,819 -34%
KWM
52
Kaydan Wealth Management
Michigan
$1.48M -$15.3K -141 -1%
HI
53
Harbour Investments
Wisconsin
$1.46M +$79.5K +733 +6%
PWS
54
Proactive Wealth Strategies
Georgia
$1.4M +$3.04K +28 +0.2%
AIA
55
AssuredPartners Investment Advisors
Florida
$1.35M -$11.5M -105,909 -90%
Citadel Advisors
56
Citadel Advisors
Florida
$1.33M -$354K -3,267 -22%
DFA
57
DHJJ Financial Advisors
Illinois
$1.3M -$119K -1,099 -9%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$1.28M +$144K +1,326 +13%
SI
59
Stephens Inc
Arkansas
$1.28M -$1.63K -15 -0.1%
PNC
60
Park National Corp
Ohio
$1.25M +$9.76K +90 +0.8%
SIAP
61
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.17M
PSF
62
Pacific Sun Financial
California
$1.16M -$47.7K -440 -4%
NA
63
NewEdge Advisors
Louisiana
$1.15M -$9.54K -88 -0.9%
AI
64
Atria Investments
North Carolina
$1.13M -$3.64M -33,557 -77%
EH
65
Equitable Holdings
New York
$1.02M -$18.8K -173 -2%
PWH
66
Priebe Wealth Holdings
Minnesota
$972K -$1.04M -9,574 -53%
PW
67
Potentia Wealth
California
$948K -$237K -2,189 -21%
KWS
68
Keystone Wealth Services
California
$940K -$20.2K -186 -2%
CWA
69
Crux Wealth Advisors
California
$918K -$1.22M -11,259 -58%
TSMHT
70
Thurston Springer Miller Herd & Titak
Indiana
$902K +$852K +7,854 New
CFG
71
Citizens Financial Group
Rhode Island
$843K -$1.18M -10,870 -60%
SEP
72
Southland Equity Partners
Missouri
$835K -$4.88K -45 -0.6%
UAG
73
United Advisor Group
Ohio
$825K +$651 +6 +0.1%
GWSG
74
GPS Wealth Strategies Group
Colorado
$790K +$45.3K +418 +6%
MML Investors Services
75
MML Investors Services
Massachusetts
$790K -$252K -2,325 -25%

FNX Hedge Fund Activity: Q2 2025 in Review

190 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q2 2025, worth a combined $737M — up 1.5% from $725M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FNX positions and 12 closed out — a net gain of 12 holders — while 44 added to existing stakes and 85 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.1M. The largest seller was Kestra Advisory Services, cutting an estimated $13M.

  • 190 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q2 2025, up from 180 in Q1 2025.
  • Funds reported $737M of First Trust Mid Cap Core AlphaDEX Fund stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 24 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q2 2025 was Wells Fargo, an estimated $11.1M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q2 2025 was Kestra Advisory Services, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2025.