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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

179 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 4 closing their positions.

Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
17
Increased
55
Reduced
64
Closed
4
Calls
$174K
Puts
$33K
Net Calls
+$141K
Net Calls Change
+$141K

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$6.95M
2
SA
2
Sanctuary Advisors
Indiana
$5.76M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$13.2M
4
RJA
4
Raymond James & Associates
Florida
$24.9M
5
PSCM
5
Per Stirling Capital Management
Texas
$6.3M

Top Sellers

1
KWM
1
Kaydan Wealth Management
Michigan
$1.58M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$225K
3
KAS
3
Kestra Advisory Services
Texas
$32M
4
IWM
4
IHT Wealth Management
Illinois
$748K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$6.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M 1,179,688 -7,626 -0.6%
LPL Financial
2
LPL Financial
California
$93.4M 860,681 +11,453 +1%
Wells Fargo
3
Wells Fargo
California
$81.3M 748,666 -9,309 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.8M 301,936 +1,154 +0.4%
KAS
5
Kestra Advisory Services
Texas
$32M 295,233 -50,445 -15%
UBS Group
6
UBS Group
Switzerland
$27M 249,163 -2,844 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$26.1M 240,944 +15,105 +7%
RJA
8
Raymond James & Associates
Florida
$24.9M 229,668 +20,815 +10%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$17.6M 161,806 +2,080 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$16.1M 148,776 -12,852 -8%
HighTower Advisors
11
HighTower Advisors
Illinois
$14.7M 135,511 +2,318 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$14.6M 134,574 -4,415 -3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$13.2M 121,795 +44,696 +58%
Bank of America
14
Bank of America
North Carolina
$13M 119,509 +6,130 +5%
Stifel Financial
15
Stifel Financial
Missouri
$9.47M 87,298 +6,810 +8%
BAM
16
Bellevue Asset Management
Washington
$7.65M 70,588 -144 -0.2%
DADC
17
D.A. Davidson & Co
Montana
$7.6M 70,029 -7,066 -9%
LWM
18
Lakeridge Wealth Management
Ohio
$7.14M 65,746 +1,899 +3%
AWS
19
Atria Wealth Solutions
New York
$6.95M 64,024 +61,462 +2,399%
CPIG
20
Chicago Partners Investment Group
Illinois
$6.76M 58,621 +349 +0.6%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$6.42M 59,194 -16,536 -22%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.4M 59,008 +3,875 +7%
PSCM
23
Per Stirling Capital Management
Texas
$6.3M 58,082 +20,567 +55%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.19M 57,016 -680 -1%
BRWA
25
B. Riley Wealth Advisors
Florida
$5.76M 53,104 +6,536 +14%
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