First Trust Mid Cap Core AlphaDEX Fund
191 hedge funds and large institutions have $820M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
7% more funds holding
Funds holding: 179 → 191 (+12)
8% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 61
3% more capital invested
Capital invested by funds: $793M → $820M (+$27M)
0.91% more ownership
Funds ownership: 65.29% → 66.2% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.71M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.97M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.34M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.93M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.3M |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$1.53M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.3M |
FNX Hedge Fund Activity: Q4 2024 in Review
191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q4 2024, worth a combined $820M — up 3.4% from $793M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FNX positions and 11 closed out — a net gain of 16 holders — while 66 added to existing stakes and 61 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.71M. The largest seller was Osaic Holdings, cutting an estimated $4.93M.
- 191 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q4 2024, up from 179 in Q3 2024.
- Funds reported $820M of First Trust Mid Cap Core AlphaDEX Fund stock for Q4 2024, up 3.4% quarter-over-quarter.
- 27 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q4 2024 and 11 closed out, a net change of +16 holders.
- The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q4 2024 was Susquehanna International Group, an estimated $3.71M added.
- The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q4 2024 was Osaic Holdings, an estimated $4.93M sold.
Based on aggregated 13F filings for Q4 2024.