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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
Goldman Sachs
76
Goldman Sachs
New York
$765K +$723K +6,663 New
WIC
77
Woodmont Investment Counsel
Tennessee
$690K +$85.4K +787 +15%
SPIA
78
Steward Partners Investment Advisory
New York
$642K -$10.4K -96 -2%
RG
79
Rathbones Group
United Kingdom
$618K -$13K -120 -2%
PA
80
PFG Advisors
Arizona
$616K -$13.6K -125 -2%
OMC
81
Old Mission Capital
Illinois
$580K +$548K +5,053 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$578K +$325 +3 +0.1%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$565K +$146K +1,348 +38%
TSW
84
Three Seasons Wealth
Utah
$552K -$80.8K -745 -13%
HSWS
85
Higgins & Schmidt Wealth Strategies
Colorado
$552K -$11.5K -106 -2%
AWM
86
Apollon Wealth Management
South Carolina
$539K -$434 -4 -0.1%
IWM
87
IHT Wealth Management
Illinois
$497K -$65.3K -602 -12%
RIS
88
Richmond Investment Services
Wisconsin
$480K +$227K +2,090 +100%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$468K
IWN
90
Independent Wealth Network
Iowa
$443K -$976 -9 -0.2%
MA
91
MONECO Advisors
Connecticut
$443K -$67.2K -620 -14%
FHC
92
First Heartland Consultants
Missouri
$441K -$15.7K -145 -4%
Mariner
93
Mariner
Kansas
$426K -$26.6K -245 -6%
TWM
94
TCFG Wealth Management
California
$419K
US Bancorp
95
US Bancorp
Minnesota
$419K +$4.88K +45 +1%
MC
96
Moors & Cabot
Massachusetts
$408K -$8.35K -77 -2%
WEG
97
World Equity Group
Illinois
$398K +$20.4K +188 +6%
KAS
98
KPP Advisory Services
Kentucky
$398K
GWM
99
Geneos Wealth Management
Colorado
$397K -$211K -1,947 -36%
BAM
100
Belpointe Asset Management
Nevada
$389K

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.