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First Trust Mid Cap Core AlphaDEX Fund
FNX

208 hedge funds and large institutions have $813M invested in First Trust Mid Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 59

6% more funds holding

Funds holding: 196 → 208 (+12)

5% more capital invested

Capital invested by funds: $777M → $813M (+$36.4M)

0.43% more ownership

Funds ownership: 66.27% → 66.7% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
208
Holders Change
+12
Holders Change %
+6.12%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
73
Reduced
59
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$9.89M
2
Wells Fargo
Wells Fargo
California
+$5.37M
3
PSCM
Per Stirling Capital Management
Texas
+$4.59M
4
Morgan Stanley
Morgan Stanley
New York
+$4.08M
5
First Trust Advisors
First Trust Advisors
Illinois
+$4.02M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$8.47M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.74M
4
FHC
First Heartland Consultants
Missouri
-$2.19M
5
BAM
Bellevue Asset Management
Washington
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
201
Quest 10 Wealth Builders
Virginia
$9.62K – – –
SGFG
202
Silver Grove Financial Group
New York
$9.49K +$9.81K +74 New
NRG
203
Nemes Rush Group
Michigan
$5.27K – – –
PAG
204
Paladin Advisory Group
Iowa
$3.98K – – –
MCA
205
McGuire Capital Advisors
Oklahoma
$2.31K – – –
KFG
206
Kingdom Financial Group
Arizona
$1.95K – – –
LAS
207
Lloyd Advisory Services
Georgia
$1.95K +$1.99K +15 New
EWA
208
EverSource Wealth Advisors
Alabama
$1.54K – – –
FHC
209
First Heartland Consultants
Missouri
– -$2.19M -17,416 Closed
Citadel Advisors
210
Citadel Advisors
Florida
– -$1.53M -12,118 Closed
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
– -$523K -4,155 Closed
CAS
212
Coppell Advisory Solutions
Texas
– -$382K -3,001 Closed
MAS
213
Meeder Advisory Services
Ohio
– -$201K -1,599 Closed
LC
214
Luminist Capital
Michigan
– -$6.72K -53 Closed
ST
215
Smithfield Trust
Pennsylvania
– -$6K -50 Closed
TRCT
216
Tower Research Capital (TRC)
New York
– -$630 -5 Closed
5 6 7 8
9

FNX Hedge Fund Activity: Q1 2026 in Review

208 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q1 2026, worth a combined $813M — up 4.7% from $777M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FNX positions and 8 closed out — a net gain of 15 holders — while 73 added to existing stakes and 59 trimmed.

The largest buyer was Bank of America, adding an estimated $9.89M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $8.47M.

  • 208 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q1 2026, up from 196 in Q4 2025.
  • Funds reported $813M of First Trust Mid Cap Core AlphaDEX Fund stock for Q1 2026, up 4.7% quarter-over-quarter.
  • 23 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q1 2026 and 8 closed out, a net change of +15 holders.
  • The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q1 2026 was Bank of America, an estimated $9.89M added.
  • The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q1 2026 was B. Riley Wealth Advisors, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2026.