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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 %
PA
76
PFG Advisors
Arizona
$598K 5,489 -33 -0.6%
GWM
77
Geneos Wealth Management
Colorado
$589K 5,404 +3,756 +228%
VCM
78
Virtue Capital Management
Tennessee
$586K 5,376 +5,376 New
WIC
79
Woodmont Investment Counsel
Tennessee
$569K 5,220 +928 +22%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$548K 5,028 +4 +0.1%
IWM
81
IHT Wealth Management
Illinois
$537K 4,930 -891 -15%
HSWS
82
Higgins & Schmidt Wealth Strategies
Colorado
$535K 4,910 -157 -3%
AWM
83
Apollon Wealth Management
South Carolina
$512K 4,700 +188 +4%
MA
84
MONECO Advisors
Connecticut
$488K 4,474 -954 -18%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$444K 4,076 -72 -2%
FHC
86
First Heartland Consultants
Missouri
$434K 3,984 -688 -15%
Mariner
87
Mariner
Kansas
$431K 3,954 +131 +3%
IWN
88
Independent Wealth Network
Iowa
$422K 3,870 -134 -3%
AAP
89
Arax Advisory Partners
Colorado
$413K 3,793 +10 +0.3%
TWM
90
TCFG Wealth Management
California
$397K 3,647 – –
MC
91
Moors & Cabot
Massachusetts
$396K 3,630 +2 +0.1%
US Bancorp
92
US Bancorp
Minnesota
$392K 3,600 -14 -0.4%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$389K 3,573 -205 -5%
KAS
94
KPP Advisory Services
Kentucky
$377K 3,463 – –
GVAG
95
Great Valley Advisor Group
Delaware
$371K 3,403 – –
BAM
96
Belpointe Asset Management
Nevada
$370K 3,391 – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$366K 3,359 -109 -3%
QPW
98
Quantum Private Wealth
Florida
$366K 3,355 -1,315 -28%
WEG
99
World Equity Group
Illinois
$357K 3,280 -32 -1%
AIFAIM
100
American Institute for Advanced Investment Management
Arizona
$357K 3,280 -2,110 -39%
2 3
4
5 6