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First Trust Mid Cap Core AlphaDEX Fund
FNX

151 hedge funds and large institutions have $598M invested in First Trust Mid Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 41

0.64% more ownership

Funds ownership: 58.31% → 58.96% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $621M → $598M (-$23.7M)

5% less funds holding

Funds holding: 159 → 151 (-8)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
57
Reduced
41
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFEC
Benjamin F. Edwards & Company
Missouri
+$6.27M
2
First Trust Advisors
First Trust Advisors
Illinois
+$5.18M
3
Bank of America
Bank of America
North Carolina
+$3.37M
4
GSEP
Golden State Equity Partners
California
+$2.52M
5
Wells Fargo
Wells Fargo
California
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$6.62M
2
AIA
Arrow Investment Advisors
Maryland
-$5.45M
3
Morgan Stanley
Morgan Stanley
New York
-$3.68M
4
DWA
Dorsey Wright & Associates
California
-$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
101
HM Payson & Co
Maine
$269K – – –
C
102
CEDRUS
Colorado
$259K -$878 -9 -0.3%
EH
103
Equitable Holdings
New York
$249K -$509K -5,214 -67%
IA
104
IFG Advisory
Georgia
$246K +$245K +2,509 New
WS
105
Wedbush Securities
California
$238K -$70.6K -724 -23%
PFA
106
Pinnacle Family Advisors
Missouri
$234K +$32.7K +335 +16%
CFA
107
Cahill Financial Advisors
Minnesota
$228K -$6.63K -68 -3%
Creative Planning
108
Creative Planning
Kansas
$221K -$7.61K -78 -3%
CBFP
109
Cedar Brook Financial Partners
Ohio
$219K +$585 +6 +0.3%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$217K +$45.7K +469 +27%
FHA
111
Flagship Harbor Advisors
Massachusetts
$212K +$293 +3 +0.1%
AAS
112
Ameritas Advisory Services
Nebraska
$211K – – –
BAWC
113
Boyce & Associates Wealth Consulting
Texas
$210K +$209K +2,144 New
HR
114
Howe & Rusling
New York
$208K – – –
MSAM
115
Moloney Securities Asset Management
Missouri
$207K +$205K +2,106 New
EFS
116
Essex Financial Services
Connecticut
$206K +$205K +2,098 New
GWM
117
Geneos Wealth Management
Colorado
$175K +$22.9K +235 +15%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$170K +$98 +1 +0.1%
CFGS
119
Concourse Financial Group Securities
Alabama
$169K -$715K -7,331 -81%
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$156K – – –
AA
121
AlphaMark Advisors
Kentucky
$141K – – –
DWMG
122
DB Wealth Management Group
California
$134K – – –
TWM
123
Tradition Wealth Management
Minnesota
$123K – – –
BEI
124
Benjamin Edwards Inc
Missouri
$106K -$780 -8 -0.7%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$103K +$3.22K +33 +3%
3 4
5
6 7

FNX Hedge Fund Activity: Q1 2022 in Review

151 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q1 2022, worth a combined $598M — down 3.8% from $621M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FNX and 16 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 57 added.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $6.27M. The largest seller was LPL Financial, cutting an estimated $6.62M.

  • 151 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $598M of First Trust Mid Cap Core AlphaDEX Fund stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 16 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q1 2022 and 22 closed out, a net change of -6 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q1 2022 was Benjamin F. Edwards & Company, an estimated $6.27M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q1 2022 was LPL Financial, an estimated $6.62M sold.

Based on aggregated 13F filings for Q1 2022.