We are live on ! Find out more
FNX icon

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
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$14K -$13.2K -122 -50%
SAM
177
Smartleaf Asset Management
Massachusetts
$11.6K
PB
178
Pinnacle Bancorp
Nebraska
$11.5K
KA
179
Kozak & Associates
Colorado
$11.1K
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$10.9K -$210K -1,932 -95%
SL
181
Salomon & Ludwin
Virginia
$10.6K
TFA
182
Transamerica Financial Advisors
Florida
$8.85K
Q1WB
183
Quest 10 Wealth Builders
Virginia
$8.61K
LC
184
Luminist Capital
Michigan
$6.21K
NRG
185
Nemes Rush Group
Michigan
$4.71K
PAG
186
Paladin Advisory Group
Iowa
$3.56K +$3.36K +31 New
EWA
187
EverSource Wealth Advisors
Alabama
$1.38K
Russell Investments Group
188
Russell Investments Group
United Kingdom
$1.03K -$325 -3 -25%
SWM
189
Spire Wealth Management
Virginia
$689 -$115K -1,062 -99%
TRCT
190
Tower Research Capital (TRC)
New York
$574 +$217 +2 +67%
MIM
191
Marshall Investment Management
Colorado
-$825K -7,571 Closed
VCM
192
Virtue Capital Management
Tennessee
-$586K -5,376 Closed
AFG
193
ABLE Financial Group
Arizona
-$354K -3,248 Closed
Jane Street
194
Jane Street
New York
-$267K -2,454 Closed
AWS
195
Atria Wealth Solutions
New York
-$267K -2,448 Closed
HR
196
Howe & Rusling
New York
-$231K -2,121 Closed
AG
197
AmeriFlex Group
Nevada
-$207K -1,898 Closed
CA
198
Continuum Advisory
Idaho
-$70.8K -650 Closed
AFS
199
Anderson Financial Strategies
Ohio
-$54.5K -500 Closed
HCP
200
Hexagon Capital Partners
Arkansas
-$48.7K -447 Closed

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.