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First Trust Mid Cap Core AlphaDEX Fund

188 hedge funds and large institutions have $764M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

4% more capital invested

Capital invested by funds: $737M → $764M (+$27M)

0.28% less ownership

Funds ownership: 65.08%64.8% (-0.28%)

1% less funds holding

Funds holding: 190188 (-2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
45
Reduced
75
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
51
Proactive Wealth Strategies
Georgia
$1.52M -$17.3K -143 -1%
DFA
52
DHJJ Financial Advisors
Illinois
$1.4M -$13.2K -109 -1%
FH
53
FWG Holdings
Florida
$1.39M -$3.28M -27,140 -71%
SI
54
Stephens Inc
Arkansas
$1.38M -$19.2K -159 -1%
AIA
55
AssuredPartners Investment Advisors
Florida
$1.36M -$112K -928 -8%
PNC
56
Park National Corp
Ohio
$1.28M -$83.4K -690 -6%
SIAP
57
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.27M -$12.1K -100 -1%
LI
58
LVZ Inc
Michigan
$1.19M -$815K -6,748 -41%
PSF
59
Pacific Sun Financial
California
$1.17M -$89.4K -740 -7%
EH
60
Equitable Holdings
New York
$1.12M
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.1M -$3.9M -32,242 -79%
KWS
62
Keystone Wealth Services
California
$1.03M
PW
63
Potentia Wealth
California
$995K -$38.4K -318 -4%
GWSG
64
GPS Wealth Strategies Group
Colorado
$983K +$116K +959 +14%
CWA
65
Crux Wealth Advisors
California
$956K -$45.2K -374 -5%
EAM
66
Empirical Asset Management
Massachusetts
$952K -$861K -7,128 -48%
MML Investors Services
67
MML Investors Services
Massachusetts
$947K +$81.8K +677 +10%
NA
68
NewEdge Advisors
Louisiana
$947K -$298K -2,462 -25%
SEP
69
Southland Equity Partners
Missouri
$907K -$4.47K -37 -0.5%
UAG
70
United Advisor Group
Ohio
$896K -$5.2K -43 -0.6%
FTUS
71
Flow Traders U.S.
New York
$756K +$728K +6,025 New
Citadel Advisors
72
Citadel Advisors
Florida
$756K -$666K -5,513 -48%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$724K +$697K +5,770 New
SPIA
74
Steward Partners Investment Advisory
New York
$701K
RG
75
Rathbones Group
United Kingdom
$674K -$1.57K -13 -0.2%

FNX Hedge Fund Activity: Q3 2025 in Review

188 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q3 2025, worth a combined $764M — up 3.7% from $737M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FNX positions and 12 closed out — a net gain of 1 holder — while 45 added to existing stakes and 75 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.37M. The largest seller was Wells Fargo, cutting an estimated $14M.

  • 188 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q3 2025, down from 190 in Q2 2025.
  • Funds reported $764M of First Trust Mid Cap Core AlphaDEX Fund stock for Q3 2025, up 3.7% quarter-over-quarter.
  • 13 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q3 2025 and 12 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $3.37M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q3 2025 was Wells Fargo, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2025.