FNX icon

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
SA
2
Sanctuary Advisors
Indiana
$5.76M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$13.2M
4
RJA
4
Raymond James & Associates
Florida
$24.9M
5
PSCM
5
Per Stirling Capital Management
Texas
$6.3M

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 %
IWM
76
IHT Wealth Management
Illinois
$748K 6,893 -23,682 -77%
FTUS
77
Flow Traders U.S.
New York
$706K 6,509 +4,488 +222%
EAM
78
Empirical Asset Management
Massachusetts
$700K 6,448 +6,448 New
PA
79
PFG Advisors
Arizona
$687K 6,334 -147 -2%
TSW
80
Three Seasons Wealth
Utah
$685K 6,314 – –
SPC
81
Sigma Planning Corp
Michigan
$621K 5,726 -386 -6%
SG
82
StoneX Group
New York
$604K 5,569 -1,405 -20%
CIA
83
Concurrent Investment Advisors
Florida
$603K 5,554 +5,554 New
VCM
84
Virtue Capital Management
Tennessee
$594K 5,205 -197 -4%
SPIA
85
Steward Partners Investment Advisory
New York
$571K 5,261 -83 -2%
HSWS
86
Higgins & Schmidt Wealth Strategies
Colorado
$549K 5,062 -36 -0.7%
OIA
87
OneDigital Investment Advisors
Kansas
$520K 4,794 +4,794 New
QPW
88
Quantum Private Wealth
Florida
$507K 4,670 -399 -8%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$480K 4,427 +4,330 +4,464%
MC
90
Moors & Cabot
Massachusetts
$453K 4,171 -2,819 -40%
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$443K 4,085 – –
IWN
92
Independent Wealth Network
Iowa
$442K 4,077 +18 +0.4%
CCM
93
Condor Capital Management
New Jersey
$438K 4,038 -4 -0.1%
NWMG
94
National Wealth Management Group
Ohio
$434K 3,997 -370 -8%
RG
95
Rathbones Group
United Kingdom
$404K 3,718 +90 +2%
PEA
96
Park Edge Advisors
Ohio
$400K 3,690 -223 -6%
NFG
97
Nations Financial Group
Iowa
$393K 3,621 -49 -1%
US Bancorp
98
US Bancorp
Minnesota
$392K 3,609 – –
WEG
99
World Equity Group
Illinois
$387K 3,570 -762 -18%
KWM
100
Kingsview Wealth Management
Oregon
$384K 3,537 -268 -7%
2 3
4
5 6