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

First Trust Mid Cap Core AlphaDEX Fund logo
$126.29 +0.25 (+0.20%)
Closing price 03:53 PM Eastern
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$126.26 -0.04 (-0.03%)
As of 04:10 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)
104
Total
Institutional Inflows
(last 12 months)
$217.57M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$92.60M
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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
10/15/2025Higgins & Schmidt Wealth Strategies LLC4,709$591K0.3%-2.0%0.050%
10/15/2025Private Trust Co. NA2,730$342K0.0%+15.3%0.029%
10/14/2025 Farther Finance Advisors LLC2,279$286K0.0%-5.3%0.024%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.846$106K0.2%-89.2%0.009%
10/6/2025 AssuredPartners Investment Advisors LLC10,808$1.36M0.3%-7.9%0.116%
10/1/2025 Park National Corp OH10,229$1.28M0.0%-6.3%0.105%
9/25/2025National Wealth Management Group LLC3,135$360K0.2%-4.1%0.032%
9/4/2025Osaic Holdings Inc.94,332$10.84M0.0%-3.1%0.972%
8/29/2025Centaurus Financial Inc.1,776$204K0.0%+12.3%0.018%
8/19/2025B. Riley Wealth Advisors Inc.64,951$7.46M0.4%N/A0.670%
8/18/2025Geneos Wealth Management Inc.3,457$397K0.0%+101.9%0.036%
8/18/2025Westwood Holdings Group Inc.1,987$228K0.0%-26.4%0.020%
8/15/2025Truefg LLC2,315$266K0.1%N/A0.024%
8/15/2025Two Sigma Securities LLC2,827$325K0.0%N/A0.029%
8/15/2025MML Investors Services LLC6,875$790K0.0%-25.3%0.071%
8/15/2025IHT Wealth Management LLC4,328$497K0.0%-12.2%0.045%
8/15/2025Great Valley Advisor Group Inc.3,230$371K0.0%-5.1%0.033%
8/15/2025Benjamin Edwards Inc.26,484$3.04M0.0%-27.9%0.273%
8/15/2025Bank of America Corp DE103,936$11.94M0.0%-28.1%1.072%
8/14/2025Raymond James Financial Inc.487,310$55.97M0.0%-4.3%5.024%
8/14/2025Potentia Wealth8,253$948K0.5%-21.0%0.085%
8/14/2025NewEdge Advisors LLC10,010$1.15M0.0%-0.9%0.103%
8/13/2025Per Stirling Capital Management LLC.41,839$4.81M0.6%-35.6%0.431%
8/13/2025Baird Financial Group Inc.176,257$20.24M0.0%+7.3%1.817%
8/13/2025Solutions 4 Wealth Ltd22,404$2.57M4.3%+4.9%0.231%
8/13/2025Northwestern Mutual Wealth Management Co.56,553$6.50M0.0%+18.4%0.583%
8/12/2025J.W. Cole Advisors Inc.2,131$245K0.0%N/A0.022%
8/12/2025Richmond Investment Services LLC4,178$480K0.1%+100.1%0.043%
8/12/2025Steward Partners Investment Advisory LLC5,586$642K0.0%-1.7%0.058%
8/12/2025Cozad Asset Management Inc.14,414$1.66M0.1%-0.8%0.149%
8/11/2025Western Wealth Management LLC36,555$4.20M0.2%+4.2%0.377%
8/8/2025MTM Investment Management LLC243$28K0.0%N/A0.003%
8/8/2025Kingsview Wealth Management LLC2,102$241K0.0%-7.9%0.022%
8/8/2025Citizens Financial Group Inc. RI7,339$843K0.0%-59.7%0.076%
8/8/2025Avantax Advisory Services Inc.23,151$2.66M0.0%-14.7%0.239%
8/8/2025Westwood Holdings Group Inc.1,987$228K0.0%-26.4%0.020%
8/8/2025Cetera Investment Advisers169,323$19.45M0.0%-0.7%1.746%
8/8/2025Creative Planning13,234$1.52M0.0%-34.0%0.136%
8/7/2025Lakeridge Wealth Management LLC79,719$9.16M4.2%+6.4%0.822%
8/7/2025PFG Advisors5,364$616K0.0%-2.3%0.055%
8/7/2025Rathbones Group PLC5,384$618K0.0%-2.2%0.056%
8/6/2025Prospera Financial Services Inc31,699$3.64M0.1%-4.4%0.327%
8/6/2025Bensler LLC2,189$251K0.0%N/A0.023%
8/6/2025Three Cord True Wealth Management LLC116,858$13.42M10.0%+5.0%1.205%
8/6/2025Atlantic Union Bankshares Corp387$44K0.0%N/A0.004%
8/5/2025GPS Wealth Strategies Group LLC6,881$790K0.1%+6.5%0.071%
8/5/2025FWG Holdings LLC38,247$4.46M2.1%-4.2%0.394%
8/5/2025American Institute for Advanced Investment Management LLP1,755$202K0.1%-46.5%0.018%
8/4/2025Atria Investments Inc9,800$1.13M0.0%-77.4%0.101%
8/4/2025Assetmark Inc.1,075$123K0.0%+1,786.0%0.011%
8/1/2025Envestnet Asset Management Inc.17,025$1.96M0.0%-13.3%0.176%
7/31/2025FSM Wealth Advisors LLC21,279$2.49M0.4%N/A0.219%
7/30/2025D.A. Davidson & CO.54,227$6.23M0.0%-4.8%0.559%
7/30/2025Pacific Sun Financial Corp10,104$1.16M0.6%-4.2%0.104%
7/29/2025Crux Wealth Advisors7,996$918K0.4%-58.5%0.082%
7/29/2025Chicago Partners Investment Group LLC59,810$7.15M0.2%-0.7%0.617%
7/29/2025BKM Wealth Management LLC1,942$223K0.1%+7.5%0.020%
7/29/2025Stratos 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%
7/29/2025Private Trust Co. NA2,367$272K0.0%-17.4%0.024%
7/29/2025Empirical Asset Management LLC14,716$1.69M0.5%+1.5%0.152%
7/28/2025Harbour Investments Inc.12,684$1.46M0.0%+6.1%0.131%
7/25/2025Priebe Wealth Holdings LLC8,459$972K0.8%-53.1%0.087%
7/25/2025Concurrent Investment Advisors LLC1,815$208K0.0%N/A0.019%
7/24/2025Blair William & Co. IL409$47K0.0%N/A0.004%
7/24/2025McElhenny Sheffield Capital Management LLC51,000$5.86M0.4%N/A0.526%
7/23/2025Morey & Quinn Wealth Partners LLC2,843$327K0.3%-7.5%0.029%
7/23/2025Bellevue Asset Management LLC23,690$2.72M1.3%-1.6%0.244%
7/23/2025Kingswood Wealth Advisors LLC1,856$213K0.0%-4.9%0.019%
7/23/2025Trueblood Wealth Management LLC1,758$202K0.1%N/A0.018%
7/22/2025Woodmont Investment Counsel LLC6,007$690K0.0%+15.1%0.062%
7/22/2025Three Cord True Wealth Management LLC116,858$13.42M24.5%+5.0%1.205%
7/21/2025Ameritas Advisory Services LLC1,618$186K0.0%-32.1%0.017%
7/21/2025DHJJ Financial Advisors Ltd.11,295$1.30M0.5%-8.9%0.116%
7/18/2025Truist Financial Corp18,408$2.11M0.0%-3.0%0.189%
7/17/2025Janney Montgomery Scott LLC48,931$5.62M0.0%-6.4%0.502%
7/16/2025Perigon Wealth Management LLC16,882$1.94M0.0%-0.6%0.173%
7/15/2025LVZ Inc.16,275$1.87M0.2%+0.7%0.167%
7/15/2025Farrell Financial LLC1,778$204K0.1%N/A0.018%
7/11/2025 Farther Finance Advisors LLC2,406$276K0.0%-7.9%0.025%
7/11/2025Kaydan Wealth Management Inc.12,849$1.48M0.5%-1.1%0.131%
7/10/2025Three Seasons Wealth LLC4,809$552K0.1%-13.4%0.049%
7/9/2025Keystone Wealth Services LLC8,187$940K0.2%-2.2%0.084%
7/8/2025NBC 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%
7/3/2025Higgins & 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%
5/28/2025Anderson Financial Strategies LLC500$54K0.0%N/A0.005%
5/28/2025Intrua Financial LLC1,920$209K0.0%-11.2%0.019%
5/19/2025Jane Street Group LLC2,454$267K0.0%N/A0.024%
5/16/2025Jones Financial Companies Lllp6,124$667K0.0%-41.4%0.061%
5/16/2025NewEdge Advisors LLC10,098$1.10M0.0%-5.0%0.100%
5/15/2025Royal Bank of Canada232,620$25.35M0.0%-6.4%2.315%
5/15/2025Baird Financial Group Inc.164,302$17.91M0.0%-1.2%1.635%
5/14/2025Per Stirling Capital Management LLC.64,971$7.08M1.0%+4.1%0.646%
5/14/2025Comerica Bank19,440$2.12M0.0%+2.7%0.193%
5/14/2025Northwestern Mutual Wealth Management Co.47,748$5.20M0.0%+27.7%0.475%
5/14/2025Kestra Advisory Services LLC192,188$20.95M0.1%+2.4%1.912%
5/13/2025Raymond James Financial Inc.508,985$55.47M0.0%+0.2%5.065%
(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, 196 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 1,884,993 shares in the last 24 months. This purchase volume represents approximately $217.57M in transactions.

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

Of the 96 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 ($106.84K), 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 820,581 shares in the last 24 months. This volume of shares sold represents approximately $92.60M in transactions.


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This page (NASDAQ:FNX) was last updated on 10/15/2025 by MarketBeat.com Staff
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