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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

179 hedge funds and large institutions have $719M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 16 closing their positions.

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
51
Reduced
79
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
GS
2
GTS Securities
New York
$6.09M
3
Creative Planning
3
Creative Planning
Kansas
$2.19M
4
NS
4
NBC Securities
Alabama
$1.33M
5
Bank of America
5
Bank of America
North Carolina
$15.7M

Top Sellers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$223K
2
Wells Fargo
2
Wells Fargo
California
$74.1M
3
BAM
3
Bellevue Asset Management
Washington
$2.62M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$242K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$133M 1,222,038 +90,539 +8%
LPL Financial
2
LPL Financial
California
$99.4M 911,833 -18,512 -2%
Wells Fargo
3
Wells Fargo
California
$74.1M 680,182 -67,467 -9%
Raymond James Financial
4
Raymond James Financial
Florida
$55.5M 508,985 +1,022 +0.2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.4M 232,620 -15,787 -6%
UBS Group
6
UBS Group
Switzerland
$21.9M 200,728 -11,267 -5%
KAS
7
Kestra Advisory Services
Texas
$20.9M 192,188 +4,539 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$18.6M 170,443 +1,158 +0.7%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$17.9M 164,302 -1,934 -1%
Bank of America
10
Bank of America
North Carolina
$15.7M 144,465 +11,120 +8%
HighTower Advisors
11
HighTower Advisors
Illinois
$13.5M 124,258 -4,989 -4%
AIA
12
AssuredPartners Investment Advisors
Florida
$12.8M 117,645 +9,474 +9%
TCTWM
13
Three Cord True Wealth Management
Pennsylvania
$12.1M 111,326 +4,246 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.6M 97,362 -32,159 -25%
Stifel Financial
15
Stifel Financial
Missouri
$10.1M 92,987 +6,778 +8%
LWM
16
Lakeridge Wealth Management
Ohio
$8.17M 74,929 +4,023 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.66M 70,327 +20 +0%
PSCM
18
Per Stirling Capital Management
Texas
$7.08M 64,971 +2,551 +4%
CPIG
19
Chicago Partners Investment Group
Illinois
$6.45M 60,216 -52 -0.1%
DADC
20
D.A. Davidson & Co
Montana
$6.21M 56,967 -2,444 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.14M 56,380 +1,453 +3%
GS
22
GTS Securities
New York
$6.09M 55,880 +26,086 +88%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5.7M 52,270 -2,108 -4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$5.2M 47,748 +10,344 +28%
AI
25
Atria Investments
North Carolina
$4.73M 43,357 +4,440 +11%
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