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First Trust Mid Cap Core AlphaDEX Fund (FNX) Institutional Ownership

First Trust Mid Cap Core AlphaDEX Fund logo
$124.29 +0.91 (+0.74%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Mid Cap Core AlphaDEX Fund (NASDAQ:FNX)

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$225.05M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$91.26M
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FNX Institutional Buying and Selling by Quarter

First Trust Mid Cap Core AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 B. Riley Wealth Advisors Inc.64,951$7.46M0.4%N/A0.670%
8/18/2025 Geneos Wealth Management Inc.3,457$397K0.0%+101.9%0.036%
8/18/2025 Westwood Holdings Group Inc.1,987$228K0.0%-26.4%0.020%
8/15/2025 Truefg LLC2,315$266K0.1%N/A0.024%
8/15/2025 Two Sigma Securities LLC2,827$325K0.0%N/A0.029%
8/15/2025 MML Investors Services LLC6,875$790K0.0%-25.3%0.071%
8/15/2025 IHT Wealth Management LLC4,328$497K0.0%-12.2%0.045%
8/15/2025 Great Valley Advisor Group Inc.3,230$371K0.0%-5.1%0.033%
8/15/2025 Benjamin Edwards Inc.26,484$3.04M0.0%-27.9%0.273%
8/15/2025 Bank of America Corp DE103,936$11.94M0.0%-28.1%1.072%
8/14/2025 Raymond James Financial Inc.487,310$55.97M0.0%-4.3%5.024%
8/14/2025 Potentia Wealth8,253$948K0.5%-21.0%0.085%
8/14/2025 NewEdge Advisors LLC10,010$1.15M0.0%-0.9%0.103%
8/13/2025 Per Stirling Capital Management LLC.41,839$4.81M0.6%-35.6%0.431%
8/13/2025 Baird Financial Group Inc.176,257$20.24M0.0%+7.3%1.817%
8/13/2025 Solutions 4 Wealth Ltd22,404$2.57M4.3%+4.9%0.231%
8/13/2025 Northwestern Mutual Wealth Management Co.56,553$6.50M0.0%+18.4%0.583%
8/12/2025 J.W. Cole Advisors Inc.2,131$245K0.0%N/A0.022%
8/12/2025 Richmond Investment Services LLC4,178$480K0.1%+100.1%0.043%
8/12/2025 Steward Partners Investment Advisory LLC5,586$642K0.0%-1.7%0.058%
8/12/2025 Cozad Asset Management Inc.14,414$1.66M0.1%-0.8%0.149%
8/11/2025 Western Wealth Management LLC36,555$4.20M0.2%+4.2%0.377%
8/8/2025 MTM Investment Management LLC243$28K0.0%N/A0.003%
8/8/2025 Kingsview Wealth Management LLC2,102$241K0.0%-7.9%0.022%
8/8/2025 Citizens Financial Group Inc. RI7,339$843K0.0%-59.7%0.076%
8/8/2025 Avantax Advisory Services Inc.23,151$2.66M0.0%-14.7%0.239%
8/8/2025 Westwood Holdings Group Inc.1,987$228K0.0%-26.4%0.020%
8/8/2025 Cetera Investment Advisers169,323$19.45M0.0%-0.7%1.746%
8/8/2025 Creative Planning13,234$1.52M0.0%-34.0%0.136%
8/7/2025 Lakeridge Wealth Management LLC79,719$9.16M4.2%+6.4%0.822%
8/7/2025 PFG Advisors5,364$616K0.0%-2.3%0.055%
8/7/2025 Rathbones Group PLC5,384$618K0.0%-2.2%0.056%
8/6/2025 Prospera Financial Services Inc31,699$3.64M0.1%-4.4%0.327%
8/6/2025 Bensler LLC2,189$251K0.0%N/A0.023%
8/6/2025 Three Cord True Wealth Management LLC116,858$13.42M10.0%+5.0%1.205%
8/6/2025 Atlantic Union Bankshares Corp387$44K0.0%N/A0.004%
8/5/2025 GPS Wealth Strategies Group LLC6,881$790K0.1%+6.5%0.071%
8/5/2025 FWG Holdings LLC38,247$4.46M2.1%-4.2%0.394%
8/5/2025 American Institute for Advanced Investment Management LLP1,755$202K0.1%-46.5%0.018%
8/4/2025 Atria Investments Inc9,800$1.13M0.0%-77.4%0.101%
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8/4/2025 Assetmark Inc.1,075$123K0.0%+1,786.0%0.011%
8/1/2025 Envestnet Asset Management Inc.17,025$1.96M0.0%-13.3%0.176%
7/31/2025 FSM Wealth Advisors LLC21,279$2.49M0.4%N/A0.219%
7/30/2025 D.A. Davidson & CO.54,227$6.23M0.0%-4.8%0.559%
7/30/2025 Pacific Sun Financial Corp10,104$1.16M0.6%-4.2%0.104%
7/29/2025 Crux Wealth Advisors7,996$918K0.4%-58.5%0.082%
7/29/2025 Chicago Partners Investment Group LLC59,810$7.15M0.2%-0.7%0.617%
7/29/2025 BKM Wealth Management LLC1,942$223K0.1%+7.5%0.020%
7/29/2025 Stratos Wealth Partners LTD.41,409$4.76M0.1%+7.5%0.427%
7/29/2025 AssuredPartners Investment Advisors LLC11,736$1.35M0.3%-90.0%0.121%
7/29/2025 Private Trust Co. NA2,367$272K0.0%-17.4%0.024%
7/29/2025 Empirical Asset Management LLC14,716$1.69M0.5%+1.5%0.152%
7/28/2025 Harbour Investments Inc.12,684$1.46M0.0%+6.1%0.131%
7/25/2025 Priebe Wealth Holdings LLC8,459$972K0.8%-53.1%0.087%
7/25/2025 Concurrent Investment Advisors LLC1,815$208K0.0%N/A0.019%
7/24/2025 Blair William & Co. IL409$47K0.0%N/A0.004%
7/24/2025 McElhenny Sheffield Capital Management LLC51,000$5.86M0.4%N/A0.526%
7/23/2025 Morey & Quinn Wealth Partners LLC2,843$327K0.3%-7.5%0.029%
7/23/2025 Bellevue Asset Management LLC23,690$2.72M1.3%-1.6%0.244%
7/23/2025 Kingswood Wealth Advisors LLC1,856$213K0.0%-4.9%0.019%
7/23/2025 Trueblood Wealth Management LLC1,758$202K0.1%N/A0.018%
7/22/2025 Woodmont Investment Counsel LLC6,007$690K0.0%+15.1%0.062%
7/22/2025 Three Cord True Wealth Management LLC116,858$13.42M24.5%+5.0%1.205%
7/21/2025 Ameritas Advisory Services LLC1,618$186K0.0%-32.1%0.017%
7/21/2025 DHJJ Financial Advisors Ltd.11,295$1.30M0.5%-8.9%0.116%
7/18/2025 Truist Financial Corp18,408$2.11M0.0%-3.0%0.189%
7/17/2025 Janney Montgomery Scott LLC48,931$5.62M0.0%-6.4%0.502%
7/16/2025 Perigon Wealth Management LLC16,882$1.94M0.0%-0.6%0.173%
7/15/2025 LVZ Inc.16,275$1.87M0.2%+0.7%0.167%
7/15/2025 Farrell Financial LLC1,778$204K0.1%N/A0.018%
7/11/2025 Farther Finance Advisors LLC2,406$276K0.0%-7.9%0.025%
7/11/2025 Kaydan Wealth Management Inc.12,849$1.48M0.5%-1.1%0.131%
7/10/2025 Three Seasons Wealth LLC4,809$552K0.1%-13.4%0.049%
7/9/2025 Keystone Wealth Services LLC8,187$940K0.2%-2.2%0.084%
7/8/2025 NBC Securities Inc.15,807$1.82M0.1%+29.2%0.161%
7/7/2025 Park Edge Advisors LLC2,871$330K0.1%-5.4%0.029%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.7,854$902K0.1%N/A0.080%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC4,804$552K0.3%-2.2%0.049%
7/1/2025 Park National Corp OH10,919$1.25M0.0%+0.8%0.111%
5/28/2025 Anderson Financial Strategies LLC500$54K0.0%N/A0.005%
5/28/2025 Intrua Financial LLC1,920$209K0.0%-11.2%0.019%
5/19/2025 Jane Street Group LLC2,454$267K0.0%N/A0.024%
5/16/2025 Jones Financial Companies Lllp6,124$667K0.0%-41.4%0.061%
5/16/2025 NewEdge Advisors LLC10,098$1.10M0.0%-5.0%0.100%
5/15/2025 Royal Bank of Canada232,620$25.35M0.0%-6.4%2.315%
5/15/2025 Baird Financial Group Inc.164,302$17.91M0.0%-1.2%1.635%
5/14/2025 Per Stirling Capital Management LLC.64,971$7.08M1.0%+4.1%0.646%
5/14/2025 Comerica Bank19,440$2.12M0.0%+2.7%0.193%
5/14/2025 Northwestern Mutual Wealth Management Co.47,748$5.20M0.0%+27.7%0.475%
5/14/2025 Kestra Advisory Services LLC192,188$20.95M0.1%+2.4%1.912%
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5/13/2025 Raymond James Financial Inc.508,985$55.47M0.0%+0.2%5.065%
5/13/2025 HighTower Advisors LLC124,258$13.54M0.0%-3.9%1.236%
5/12/2025 Benjamin Edwards Inc.36,716$4.00M0.1%-34.5%0.365%
5/12/2025 Condor Capital Management2,918$318K0.0%-26.6%0.029%
5/12/2025 National Bank of Canada FI2,026$223K0.0%-99.0%0.020%
5/12/2025 Potentia Wealth10,442$1.14M0.5%-5.4%0.104%
5/9/2025 Westwood Holdings Group Inc.2,698$294K0.0%-4.0%0.027%
5/9/2025 Three Seasons Wealth LLC5,554$605K0.3%-7.1%0.055%
5/9/2025 PNC Financial Services Group Inc.3,359$366K0.0%-3.1%0.033%
5/8/2025 Harbour Investments Inc.11,951$1.30M0.0%+9.8%0.119%
(Data available from 1/1/2016 forward)

FNX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNX shares?

During the previous two years, 195 institutional investors and hedge funds held shares of First Trust Mid Cap Core AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($99.37M), Wells Fargo & Company MN ($86.52M), Raymond James Financial Inc. ($55.97M), Raymond James Financial Services Advisors Inc. ($32.77M), UBS Group AG ($28.05M), Royal Bank of Canada ($25.35M), and Raymond James & Associates ($24.21M).Learn more on First Trust Mid Cap Core AlphaDEX Fund's institutional investors.

Which institutional investors have been buying First Trust Mid Cap Core AlphaDEX Fund's stock?

Of the 148 institutional investors that purchased First Trust Mid Cap Core AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($508.99K), International Assets Investment Management LLC ($298.18K), National Bank of Canada FI ($229.96K), Kaydan Wealth Management Inc. ($196.76K), Kestra Advisory Services LLC ($127.24K), Three Cord True Wealth Management LLC ($122.39K), and AssuredPartners Investment Advisors LLC ($117.65K).

How much institutional buying is happening at First Trust Mid Cap Core AlphaDEX Fund?

Institutional investors have bought a total of 1,952,793 shares in the last 24 months. This purchase volume represents approximately $225.05M in transactions.

Which of First Trust Mid Cap Core AlphaDEX Fund's major shareholders have been selling company stock?

Of the 95 institutional investors that sold First Trust Mid Cap Core AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: National Bank of Canada FI ($195.91K), AssuredPartners Investment Advisors LLC ($105.91K), Bellevue Asset Management LLC ($47.04K), Bank of America Corp DE ($40.53K), Benjamin Edwards Inc. ($34.11K), Atria Investments Inc ($33.56K), and First Heartland Consultants Inc. ($32.18K).

How much institutional selling is happening at First Trust Mid Cap Core AlphaDEX Fund?

Institutional investors have sold a total of 809,720 shares in the last 24 months. This volume of shares sold represents approximately $91.26M in transactions.


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This page (NASDAQ:FNX) was last updated on 8/27/2025 by MarketBeat.com Staff
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