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First Trust Mid Cap Core AlphaDEX Fund
FNX

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: 190 → 188 (-2)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.37M
2
Goldman Sachs
Goldman Sachs
New York
+$2.53M
3
VF
Virtu Financial
New York
+$2.23M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.54M
5
CFG
Citizens Financial Group
Rhode Island
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$14M
2
Morgan Stanley
Morgan Stanley
New York
-$8.19M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.9M
4
LPL Financial
LPL Financial
California
-$3.37M
5
FH
FWG Holdings
Florida
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
126
Aspen Capital Management
Idaho
$261K – – –
AF
127
Allworth Financial
California
$261K – – –
PFA
128
Pure Financial Advisors
California
$259K -$5.2K -43 -2%
WHG
129
Westwood Holdings Group
Texas
$249K – – –
KWM
130
Kingsview Wealth Management
Oregon
$248K -$15.2K -126 -6%
CFA
131
Cahill Financial Advisors
Minnesota
$247K – – –
BAWC
132
Boyce & Associates Wealth Consulting
Texas
$244K -$18.4K -152 -7%
MAS
133
Meeder Advisory Services
Ohio
$244K +$235K +1,944 New
BWM
134
BKM Wealth Management
Wisconsin
$242K -$1.21K -10 -0.5%
MAG
135
M3 Advisory Group
Massachusetts
$242K -$1.33K -11 -0.6%
CFG
136
Cornerstone Financial Group
Nebraska
$239K +$363 +3 +0.2%
IF
137
Intrua Financial
Texas
$234K – – –
T
138
TrueFG
Texas
$233K -$54.9K -454 -20%
CF
139
Centaurus Financial
California
$225K +$2.54K +21 +1%
FF
140
Farrell Financial
New York
$223K +$121 +1 +0.1%
TWM
141
Trueblood Wealth Management
Ohio
$221K +$363 +3 +0.2%
AIFAIM
142
American Institute for Advanced Investment Management
Arizona
$220K – – –
HPC
143
HM Payson & Co
Maine
$218K – – –
MIM
144
Marshall Investment Management
Colorado
$208K +$201K +1,660 New
TCM
145
Triumph Capital Management
Colorado
$201K +$193K +1,601 New
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$201K +$193K +1,599 New
MAS
147
MPWM Advisory Solutions
Georgia
$195K – – –
NS
148
NBC Securities
Alabama
$184K -$1.73M -14,339 -91%
ASN
149
Advisory Services Network
Georgia
$136K +$131K +1,085 New
PS
150
Principal Securities
Iowa
$129K +$2.42K +20 +2%
4 5
6
7 8

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.