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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

161 hedge funds and large institutions have $593M invested in First Trust Mid Cap Core AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+15
Holders Change %
+10.27%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
55
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$13.1M
2
Morgan Stanley
Morgan Stanley
New York
$109M
3
HighTower Advisors
HighTower Advisors
Illinois
$9.4M
4
LPL Financial
LPL Financial
California
$69.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$60.2M
2
First Trust Advisors
First Trust Advisors
Illinois
$1.9M
3
GIA
Gladstone Institutional Advisory
Florida
$0
4
Bank of America
Bank of America
North Carolina
$14.1M
5
TCWM
Total Clarity Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
151
Private Trust Company
Ohio
$12K – – –
TCA
152
Trifecta Capital Advisors
Illinois
$11.8K +$11.8K +134 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$9.49K – – –
LFG
154
Larson Financial Group
Missouri
$8.96K – – –
KA
155
Kozak & Associates
Colorado
$8K – – –
EE
156
EWG Elevate
California
$5.09K +$5.09K +58 New
TAM
157
Tucker Asset Management
Colorado
$5.03K +$1.32K +15 +36%
APC
158
Aspire Private Capital
North Carolina
$3.69K – – –
CA
159
Clearstead Advisors
Ohio
$2.2K +$2.2K +25 New
AWM
160
Accurate Wealth Management
Florida
$1.46K +$1.46K +16 New
MSCM
161
McElhenny Sheffield Capital Management
Texas
$1.41K +$1.41K +16 New
AWM
162
Avior Wealth Management
Nebraska
$1.05K -$1.32K -15 -56%
BlackRock
163
BlackRock
New York
$615 – – –
GIA
164
Gladstone Institutional Advisory
Florida
– -$1.5M -18,671 Closed
TCWM
165
Total Clarity Wealth Management
Illinois
– -$1.32M -16,399 Closed
TRCT
166
Tower Research Capital (TRC)
New York
– -$607K -7,566 Closed
CP
167
Camelot Portfolios
Ohio
– -$287K -3,570 Closed
Brown Advisory
168
Brown Advisory
Maryland
– -$283K -3,531 Closed
HR
169
Howe & Rusling
New York
– -$170K -2,121 Closed
ADL
170
Asset Dedication LLC
California
– -$24K -301 Closed
MA
171
MUFG Americas
New York
– -$16K -202 Closed
PMFA
172
Plante Moran Financial Advisors
Michigan
– -$12K -155 Closed
AIP
173
Almanack Investment Partners
Pennsylvania
– -$11K -140 Closed
SPWG
174
Sage Private Wealth Group
Illinois
– -$10K -127 Closed
GI
175
Gradient Investments
Minnesota
– -$10K -123 Closed
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