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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
GVAG
101
Great Valley Advisor Group
Delaware
$405K
NFG
102
Nations Financial Group
Iowa
$402K
Jane Street
103
Jane Street
New York
$401K +$386K +3,198 New
EW
104
Element Wealth
Mississippi
$382K -$2.9K -24 -0.8%
CAS
105
Coppell Advisory Solutions
Texas
$375K
CCM
106
Condor Capital Management
New Jersey
$364K -$1.69K -14 -0.5%
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$364K
PEA
108
Park Edge Advisors
Ohio
$360K +$363 +3 +0.1%
SG
109
StoneX Group
New York
$348K +$5.68K +47 +2%
PTC
110
Private Trust Company
Ohio
$342K +$43.9K +363 +15%
MQWP
111
Morey & Quinn Wealth Partners
Nebraska
$342K -$13.9K -115 -4%
WA
112
Waverly Advisors
Alabama
$303K
KF
113
Krilogy Financial
Missouri
$298K +$291K +2,411 New
MCM
114
MAI Capital Management
Ohio
$295K
AAS
115
Ameritas Advisory Services
Nebraska
$293K +$86.4K +715 +44%
AG
116
AmeriFlex Group
Nevada
$287K +$277K +2,291 New
FFA
117
Farther Finance Advisors
California
$286K -$15.3K -127 -5%
First Trust Advisors
118
First Trust Advisors
Illinois
$279K
KWA
119
Kingswood Wealth Advisors
California
$276K +$41.2K +341 +18%
FWP
120
FAS Wealth Partners
Kansas
$272K
GS
121
GTS Securities
New York
$271K -$1.46M -12,095 -85%
JWCA
122
J.W. Cole Advisors
Florida
$267K +$121 +1 +0%
HF
123
HRT Financial
New York
$266K -$2.3K -19 -0.9%
WS
124
Wedbush Securities
California
$265K +$242 +2 +0.1%
PWPS
125
Pinnacle Wealth Planning Services
Ohio
$263K

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.