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First Trust Mid Cap Core AlphaDEX Fund
FNX

Overview Fund Activity

186 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
45
Reduced
82
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$89.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.71M
4
Osaic Holdings
Osaic Holdings
Arizona
$14.6M
5
UBS Group
UBS Group
Switzerland
$25.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$8.33M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
AIA
AssuredPartners Investment Advisors
Florida
$1.35M
4
GS
GTS Securities
New York
$1.64M
5
Bank of America
Bank of America
North Carolina
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M -$12.5M -109,194 -9%
LPL Financial
2
LPL Financial
California
$105M +$267K +2,329 +0.3%
Wells Fargo
3
Wells Fargo
California
$89.8M +$11.7M +101,935 +15%
Raymond James Financial
4
Raymond James Financial
Florida
$56M -$2.49M -21,675 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.7M +$4.95M +43,073 +19%
UBS Group
6
UBS Group
Switzerland
$25.7M +$2.64M +22,947 +11%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$20.2M +$1.37M +11,955 +7%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$19.4M -$129K -1,120 -0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$14.6M +$3.33M +28,766 +30%
HighTower Advisors
10
HighTower Advisors
Illinois
$14.5M +$188K +1,633 +1%
TCTWM
11
Three Cord True Wealth Management
Pennsylvania
$13.4M +$635K +5,532 +5%
Bank of America
12
Bank of America
North Carolina
$11.9M -$4.65M -40,529 -28%
Stifel Financial
13
Stifel Financial
Missouri
$10.4M -$249K -2,164 -2%
LWM
14
Lakeridge Wealth Management
Ohio
$9.16M +$550K +4,790 +6%
KAS
15
Kestra Advisory Services
Texas
$8.33M -$13.7M -119,643 -62%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.95M -$125K -1,087 -2%
BRWA
17
B. Riley Wealth Advisors
Florida
$7.46M +$7.46M +64,951 New
CPIG
18
Chicago Partners Investment Group
Illinois
$7.15M -$48.5K -406 -0.7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.5M +$1.01M +8,805 +18%
DADC
20
D.A. Davidson & Co
Montana
$6.23M -$315K -2,740 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.11M -$365K -3,180 -6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.62M -$384K -3,339 -6%
KPWS
23
Kestra Private Wealth Services
Texas
$4.9M +$315K +2,740 +7%
PSCM
24
Per Stirling Capital Management
Texas
$4.81M -$2.66M -23,132 -36%
SWP
25
Stratos Wealth Partners
Ohio
$4.76M +$331K +2,878 +7%
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