First Trust Mid Cap Core AlphaDEX Fund
179 hedge funds and large institutions have $793M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
18% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 56
8% more capital invested
Capital invested by funds: $735M → $793M (+$58.1M)
0.79% more ownership
Funds ownership: 64.5% → 65.29% (+0.79%)
0% more funds holding
Funds holding: 179 → 179 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$21.4M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$20.6M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$6.82M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.73M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$13.5M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$6.92M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.71M |
| 4 |
Morgan Stanley
New York
|
-$4.57M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$3.5M |
FNX Hedge Fund Activity: Q3 2024 in Review
179 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q3 2024, worth a combined $793M — up 7.9% from $735M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FNX positions and 11 closed out — a net gain of 2 holders — while 66 added to existing stakes and 56 trimmed.
The largest buyer was National Bank of Canada, adding an estimated $21.4M. The largest seller was Kestra Advisory Services, cutting an estimated $13.5M.
- 179 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $793M of First Trust Mid Cap Core AlphaDEX Fund stock for Q3 2024, up 7.9% quarter-over-quarter.
- 13 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q3 2024 and 11 closed out, a net change of +2 holders.
- The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q3 2024 was National Bank of Canada, an estimated $21.4M added.
- The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q3 2024 was Kestra Advisory Services, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2024.