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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

184 hedge funds and large institutions have $730M 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, 81 reducing their positions, and 12 closing their positions.

Holders
184
Holders Change
+5
Holders Change %
+2.79%
% of All Funds
2.47%
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
81
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$89.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.6M
4
UBS Group
4
UBS Group
Switzerland
$25.7M
5
FWA
5
FSM Wealth Advisors
Ohio
$2.49M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$8.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$128M
3
AIA
3
AssuredPartners Investment Advisors
Florida
$1.35M
4
GS
4
GTS Securities
New York
$1.64M
5
Bank of America
5
Bank of America
North Carolina
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$241K 2,102 -180 -8%
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$241K 2,097 – –
BAWC
128
Boyce & Associates Wealth Consulting
Texas
$241K 2,096 -3 -0.1%
ACM
129
Aspen Capital Management
Idaho
$239K 2,084 – –
AF
130
Allworth Financial
California
$239K 2,077 +1 +0%
WHG
131
Westwood Holdings Group
Texas
$228K 1,987 -711 -26%
CFA
132
Cahill Financial Advisors
Minnesota
$226K 1,970 – –
BWM
133
BKM Wealth Management
Wisconsin
$223K 1,942 +136 +8%
MAG
134
M3 Advisory Group
Massachusetts
$223K 1,939 -31 -2%
CFG
135
Cornerstone Financial Group
Nebraska
$219K 1,904 +4 +0.2%
IWC
136
Integrated Wealth Concepts
Massachusetts
$218K 1,896 +1,896 New
IF
137
Intrua Financial
Texas
$214K 1,866 -54 -3%
SPC
138
Sigma Planning Corp
Michigan
$213K 1,857 -717 -28%
KWA
139
Kingswood Wealth Advisors
California
$213K 1,856 +2 +0.1%
CIA
140
Concurrent Investment Advisors
Florida
$208K 1,815 +1,815 New
FF
141
Farrell Financial
New York
$204K 1,778 +1,778 New
CF
142
Centaurus Financial
California
$204K 1,776 +195 +12%
TWM
143
Trueblood Wealth Management
Ohio
$202K 1,758 +1,758 New
AIFAIM
144
American Institute for Advanced Investment Management
Arizona
$202K 1,755 -1,525 -46%
AAS
145
Ameritas Advisory Services
Nebraska
$186K 1,618 -766 -32%
MAS
146
MPWM Advisory Solutions
Georgia
$179K 1,555 +1,555 New
AAP
147
Arax Advisory Partners
Colorado
$170K 1,479 -2,314 -61%
AssetMark Inc
148
AssetMark Inc
California
$123K 1,075 +1,018 +1,786%
LFG
149
Larson Financial Group
Missouri
$120K 1,044 +2 +0.2%
PS
150
Principal Securities
Iowa
$116K 1,012 -15 -1%
4 5
6
7 8