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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
PA
76
PFG Advisors
Arizona
$655K -$17.4K -144 -3%
SPC
77
Sigma Planning Corp
Michigan
$638K +$390K +3,227 +174%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$631K +$363 +3 +0.1%
TSW
79
Three Seasons Wealth
Utah
$594K -$8.58K -71 -1%
HSWS
80
Higgins & Schmidt Wealth Strategies
Colorado
$591K -$11.5K -95 -2%
FHC
81
First Heartland Consultants
Missouri
$589K +$104K +858 +22%
AWM
82
Apollon Wealth Management
South Carolina
$589K
Fidelity Investments
83
Fidelity Investments
Massachusetts
$581K -$34.9K -289 -6%
IWM
84
IHT Wealth Management
Illinois
$545K +$1.93K +16 +0.4%
RIS
85
Richmond Investment Services
Wisconsin
$524K
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$521K +$9.55K +79 +2%
IWN
87
Independent Wealth Network
Iowa
$480K -$3.63K -30 -0.8%
Mariner
88
Mariner
Kansas
$465K
MA
89
MONECO Advisors
Connecticut
$462K -$20.1K -166 -4%
B
90
Bensler
Washington
$459K +$178K +1,471 +67%
TWM
91
TCFG Wealth Management
California
$456K -$846 -7 -0.2%
MC
92
Moors & Cabot
Massachusetts
$455K +$8.7K +72 +2%
WEG
93
World Equity Group
Illinois
$445K +$9.55K +79 +2%
NWMG
94
National Wealth Management Group
Ohio
$444K +$48.8K +404 +13%
KAS
95
KPP Advisory Services
Kentucky
$434K
GWM
96
Geneos Wealth Management
Colorado
$434K
US Bancorp
97
US Bancorp
Minnesota
$432K -$24.7K -204 -6%
BAM
98
Belpointe Asset Management
Nevada
$425K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$423K +$483 +4 +0.1%
QPW
100
Quantum Private Wealth
Florida
$421K

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.