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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
WS
126
Wedbush Securities
California
$242K -$434 -4 -0.2%
PFA
127
Pure Financial Advisors
California
$242K +$4.66K +43 +2%
KWM
128
Kingsview Wealth Management
Oregon
$241K -$19.5K -180 -8%
PWPS
129
Pinnacle Wealth Planning Services
Ohio
$241K
BAWC
130
Boyce & Associates Wealth Consulting
Texas
$241K -$325 -3 -0.1%
ACM
131
Aspen Capital Management
Idaho
$239K
AF
132
Allworth Financial
California
$239K +$108 +1 +0%
WHG
133
Westwood Holdings Group
Texas
$228K -$77.1K -711 -26%
CFA
134
Cahill Financial Advisors
Minnesota
$226K
BWM
135
BKM Wealth Management
Wisconsin
$223K +$14.8K +136 +8%
MAG
136
M3 Advisory Group
Massachusetts
$223K -$3.36K -31 -2%
CFG
137
Cornerstone Financial Group
Nebraska
$219K +$434 +4 +0.2%
IWC
138
Integrated Wealth Concepts
Massachusetts
$218K +$206K +1,896 New
IF
139
Intrua Financial
Texas
$214K -$5.86K -54 -3%
SPC
140
Sigma Planning Corp
Michigan
$213K -$77.8K -717 -28%
KWA
141
Kingswood Wealth Advisors
California
$213K +$217 +2 +0.1%
CIA
142
Concurrent Investment Advisors
Florida
$208K +$197K +1,815 New
FF
143
Farrell Financial
New York
$204K +$193K +1,778 New
CF
144
Centaurus Financial
California
$204K +$21.1K +195 +12%
TWM
145
Trueblood Wealth Management
Ohio
$202K +$191K +1,758 New
AIFAIM
146
American Institute for Advanced Investment Management
Arizona
$202K -$165K -1,525 -46%
HPC
147
HM Payson & Co
Maine
$199K
AAS
148
Ameritas Advisory Services
Nebraska
$186K -$83.1K -766 -32%
MAS
149
MPWM Advisory Solutions
Georgia
$179K +$169K +1,555 New
AAP
150
Arax Advisory Partners
Colorado
$170K -$251K -2,314 -61%

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.