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First Trust Mid Cap Core AlphaDEX Fund

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: 190188 (-2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
176
Trifecta Capital Advisors
Illinois
$16.8K
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$15.3K
SAM
178
Smartleaf Asset Management
Massachusetts
$12.6K
PB
179
Pinnacle Bancorp
Nebraska
$12.5K
SL
180
Salomon & Ludwin
Virginia
$11.4K
KA
181
Kozak & Associates
Colorado
$11.2K
Q1WB
182
Quest 10 Wealth Builders
Virginia
$9.4K
TFA
183
Transamerica Financial Advisors
Florida
$8.4K -$1.33K -11 -14%
LC
184
Luminist Capital
Michigan
$6.72K
NRG
185
Nemes Rush Group
Michigan
$5.15K
PAG
186
Paladin Advisory Group
Iowa
$3.89K
EWA
187
EverSource Wealth Advisors
Alabama
$1.5K
TRCT
188
Tower Research Capital (TRC)
New York
$752 +$121 +1 +20%
SIS
189
Sound Income Strategies
Florida
$1
AI
190
Atria Investments
North Carolina
-$1.13M -9,800 Closed
WIC
191
Woodmont Investment Counsel
Tennessee
-$690K -6,007 Closed
OMC
192
Old Mission Capital
Illinois
-$580K -5,053 Closed
RA
193
RFG Advisory
Alabama
-$331K -2,879 Closed
TSS
194
Two Sigma Securities
New York
-$325K -2,827 Closed
IWC
195
Integrated Wealth Concepts
Massachusetts
-$218K -1,896 Closed
CIA
196
Concurrent Investment Advisors
Florida
-$208K -1,815 Closed
AAP
197
Arax Advisory Partners
Colorado
-$170K -1,479 Closed
William Blair & Company
198
William Blair & Company
Illinois
-$47K -409 Closed
TPWA
199
Twin Peaks Wealth Advisors
California
-$16K -134 Closed
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
-$10.9K -94 Closed

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.