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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
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$387K +$651 +6 +0.2%
QPW
102
Quantum Private Wealth
Florida
$385K
GVAG
103
Great Valley Advisor Group
Delaware
$371K -$18.8K -173 -5%
NFG
104
Nations Financial Group
Iowa
$368K -$5.31K -49 -2%
NWMG
105
National Wealth Management Group
Ohio
$360K -$14.5K -134 -4%
EW
106
Element Wealth
Mississippi
$353K
CAS
107
Coppell Advisory Solutions
Texas
$344K
CCM
108
Condor Capital Management
New Jersey
$335K
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$333K
RA
110
RFG Advisory
Alabama
$331K -$4.23K -39 -1%
PEA
111
Park Edge Advisors
Ohio
$330K -$17.9K -165 -5%
MQWP
112
Morey & Quinn Wealth Partners
Nebraska
$327K -$24.9K -230 -7%
TSS
113
Two Sigma Securities
New York
$325K +$307K +2,827 New
SG
114
StoneX Group
New York
$313K -$6.4K -59 -2%
WA
115
Waverly Advisors
Alabama
$278K +$262K +2,417 New
FFA
116
Farther Finance Advisors
California
$276K -$22.2K -205 -8%
PTC
117
Private Trust Company
Ohio
$272K -$53.9K -497 -17%
MCM
118
MAI Capital Management
Ohio
$270K
T
119
TrueFG
Texas
$266K +$251K +2,315 New
EFG
120
Elios Financial Group
Ohio
$262K -$325 -3 -0.1%
First Trust Advisors
121
First Trust Advisors
Illinois
$256K +$1.19K +11 +0.5%
B
122
Bensler
Washington
$251K +$237K +2,189 New
FWP
123
FAS Wealth Partners
Kansas
$249K -$1.63K -15 -0.7%
HF
124
HRT Financial
New York
$246K +$233K +2,145 New
JWCA
125
J.W. Cole Advisors
Florida
$245K +$231K +2,131 New

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.