First Trust Mid Cap Core AlphaDEX Fund
196 hedge funds and large institutions have $777M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 12 closing their positions.
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
4% more funds holding
Funds holding: 188 → 196 (+8)
1.48% more ownership
Funds ownership: 64.8% → 66.27% (+1.5%)
2% more capital invested
Capital invested by funds: $764M → $777M (+$13.1M)
18% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 71
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.47M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Lakeridge Wealth Management
Mentor,
Ohio
|
-$5.92M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$5.06M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.05M |
| 4 |
VF
Virtu Financial
New York
|
-$2.31M |
| 5 |
Goldman Sachs
New York
|
-$1.72M |
FNX Hedge Fund Activity: Q4 2025 in Review
196 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Core AlphaDEX Fund (FNX) for Q4 2025, worth a combined $777M — up 1.7% from $764M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FNX positions and 12 closed out — a net gain of 9 holders — while 58 added to existing stakes and 71 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.06M. The largest seller was Lakeridge Wealth Management, cutting an estimated $5.92M.
- 196 institutional investors held First Trust Mid Cap Core AlphaDEX Fund (FNX) as of Q4 2025, up from 188 in Q3 2025.
- Funds reported $777M of First Trust Mid Cap Core AlphaDEX Fund stock for Q4 2025, up 1.7% quarter-over-quarter.
- 21 funds opened new First Trust Mid Cap Core AlphaDEX Fund positions in Q4 2025 and 12 closed out, a net change of +9 holders.
- The largest First Trust Mid Cap Core AlphaDEX Fund buyer in Q4 2025 was LPL Financial, an estimated $6.06M added.
- The largest First Trust Mid Cap Core AlphaDEX Fund seller in Q4 2025 was Lakeridge Wealth Management, an estimated $5.92M sold.
Based on aggregated 13F filings for Q4 2025.