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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

186 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
45
Reduced
82
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$89.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.71M
4
Osaic Holdings
Osaic Holdings
Arizona
$14.6M
5
UBS Group
UBS Group
Switzerland
$25.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$8.33M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
AIA
AssuredPartners Investment Advisors
Florida
$1.35M
4
GS
GTS Securities
New York
$1.64M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPW
101
Quantum Private Wealth
Florida
$385K – – –
GVAG
102
Great Valley Advisor Group
Delaware
$371K -$19.9K -173 -5%
NFG
103
Nations Financial Group
Iowa
$368K -$5.63K -49 -2%
EW
104
Element Wealth
Mississippi
$353K – – –
CAS
105
Coppell Advisory Solutions
Texas
$344K – – –
CCM
106
Condor Capital Management
New Jersey
$335K – – –
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$333K – – –
RA
108
RFG Advisory
Alabama
$331K -$4.48K -39 -1%
PEA
109
Park Edge Advisors
Ohio
$330K -$18.9K -165 -5%
MQWP
110
Morey & Quinn Wealth Partners
Nebraska
$327K -$26.4K -230 -7%
TSS
111
Two Sigma Securities
New York
$325K +$325K +2,827 New
SG
112
StoneX Group
New York
$313K -$6.78K -59 -2%
WA
113
Waverly Advisors
Alabama
$278K +$278K +2,417 New
FFA
114
Farther Finance Advisors
California
$276K -$23.5K -205 -8%
PTC
115
Private Trust Company
Ohio
$272K -$57.1K -497 -17%
MCM
116
MAI Capital Management
Ohio
$270K – – –
T
117
TrueFG
Texas
$266K +$266K +2,315 New
EFG
118
Elios Financial Group
Ohio
$262K -$345 -3 -0.1%
First Trust Advisors
119
First Trust Advisors
Illinois
$256K +$1.26K +11 +0.5%
B
120
Bensler
Washington
$251K +$251K +2,189 New
FWP
121
FAS Wealth Partners
Kansas
$249K -$1.72K -15 -0.7%
HF
122
HRT Financial
New York
$246K +$246K +2,145 New
JWCA
123
J.W. Cole Advisors
Florida
$245K +$245K +2,131 New
WS
124
Wedbush Securities
California
$242K -$459 -4 -0.2%
PFA
125
Pure Financial Advisors
California
$242K +$4.94K +43 +2%
3 4
5
6 7