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First Trust Mid Cap Core AlphaDEX Fund
FNX

179 hedge funds and large institutions have $793M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

18% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 56

8% more capital invested

Capital invested by funds: $735M → $793M (+$58.1M)

0.79% more ownership

Funds ownership: 64.5% → 65.29% (+0.79%)

0% more funds holding

Funds holding: 179 → 179 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
179
Holders Change
–
Holders Change %
0%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
66
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$21.4M
2
IAIM
International Assets Investment Management
Florida
+$20.6M
3
BEI
Benjamin Edwards Inc
Missouri
+$6.82M
4
LPL Financial
LPL Financial
California
+$4.73M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$13.5M
2
AWS
Atria Wealth Solutions
New York
-$6.92M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.71M
4
Morgan Stanley
Morgan Stanley
New York
-$4.57M
5
FHC
First Heartland Consultants
Missouri
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
101
CEDRUS
Colorado
$393K +$377K +3,353 New
WEG
102
World Equity Group
Illinois
$382K -$34.7K -308 -9%
EW
103
Element Wealth
Mississippi
$380K -$2.36K -21 -0.6%
AFG
104
ABLE Financial Group
Arizona
$378K +$24.1K +214 +7%
GVAG
105
Great Valley Advisor Group
Delaware
$378K – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$370K +$2.25K +20 +0.6%
PEA
107
Park Edge Advisors
Ohio
$361K -$68.7K -610 -17%
WIC
108
Woodmont Investment Counsel
Tennessee
$360K +$137K +1,214 +65%
CAS
109
Coppell Advisory Solutions
Texas
$351K – – –
PTC
110
Private Trust Company
Ohio
$349K -$901 -8 -0.3%
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$340K – – –
GLA
112
Good Life Advisors
Pennsylvania
$331K +$318K +2,826 New
NWMG
113
National Wealth Management Group
Ohio
$330K -$133K -1,178 -29%
WHG
114
Westwood Holdings Group
Texas
$329K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$310K +$23.1K +205 +8%
FFA
116
Farther Finance Advisors
California
$300K -$1.24K -11 -0.4%
AWS
117
Atria Wealth Solutions
New York
$297K -$6.92M -61,493 -96%
FWP
118
FAS Wealth Partners
Kansas
$281K -$3.83K -34 -1%
AAS
119
Ameritas Advisory Services
Nebraska
$279K +$225 +2 +0.1%
WS
120
Wedbush Securities
California
$276K -$2.14K -19 -0.8%
EFG
121
Elios Financial Group
Ohio
$272K +$262K +2,323 New
HPC
122
HM Payson & Co
Maine
$266K – – –
MCM
123
MAI Capital Management
Ohio
$254K – – –
IF
124
Intrua Financial
Texas
$253K -$105K -930 -30%
BAWC
125
Boyce & Associates Wealth Consulting
Texas
$250K – – –
3 4
5
6 7

FNX Hedge Fund Activity: Q3 2024 in Review

179 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q3 2024, worth a combined $793M — up 7.9% from $735M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FNX positions and 11 closed out — a net gain of 2 holders — while 66 added to existing stakes and 56 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $21.4M. The largest seller was Kestra Advisory Services, cutting an estimated $13.5M.

  • 179 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $793M of First Trust Mid Cap Core AlphaDEX Fund stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 13 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q3 2024 and 11 closed out, a net change of +2 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q3 2024 was National Bank of Canada, an estimated $21.4M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q3 2024 was Kestra Advisory Services, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2024.