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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

186 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
45
Reduced
82
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$89.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.71M
4
Osaic Holdings
Osaic Holdings
Arizona
$14.6M
5
UBS Group
UBS Group
Switzerland
$25.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$8.33M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
AIA
AssuredPartners Investment Advisors
Florida
$1.35M
4
GS
GTS Securities
New York
$1.64M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
176
Kozak & Associates
Colorado
$11.1K – – –
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$10.9K -$223K -1,932 -95%
SL
178
Salomon & Ludwin
Virginia
$10.6K – – –
TFA
179
Transamerica Financial Advisors
Florida
$8.85K – – –
LC
180
Luminist Capital
Michigan
$6.21K – – –
NRG
181
Nemes Rush Group
Michigan
$4.71K – – –
PAG
182
Paladin Advisory Group
Iowa
$3.56K +$3.56K +31 New
EWA
183
EverSource Wealth Advisors
Alabama
$1.38K – – –
Russell Investments Group
184
Russell Investments Group
United Kingdom
$1.03K -$345 -3 -25%
SWM
185
Spire Wealth Management
Virginia
$689 -$122K -1,062 -99%
TRCT
186
Tower Research Capital (TRC)
New York
$574 +$230 +2 +67%
MIM
187
Marshall Investment Management
Colorado
– -$825K -7,571 Closed
VCM
188
Virtue Capital Management
Tennessee
– -$586K -5,376 Closed
AFG
189
ABLE Financial Group
Arizona
– -$354K -3,248 Closed
Jane Street
190
Jane Street
New York
– -$267K -2,454 Closed
AWS
191
Atria Wealth Solutions
New York
– -$267K -2,448 Closed
HR
192
Howe & Rusling
New York
– -$231K -2,121 Closed
AG
193
AmeriFlex Group
Nevada
– -$207K -1,898 Closed
CA
194
Continuum Advisory
Idaho
– -$70.8K -650 Closed
AFS
195
Anderson Financial Strategies
Ohio
– -$54.5K -500 Closed
HCP
196
Hexagon Capital Partners
Arkansas
– -$48.7K -447 Closed
MG
197
Mather Group
Illinois
– -$21.7K -199 Closed
SIS
198
Sound Income Strategies
Florida
– -$9.26K -85 Closed
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