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

First Trust Mid Cap Core AlphaDEX Fund logo
$110.04 -2.91 (-2.58%)
As of 05/21/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Mid Cap Core AlphaDEX Fund (NASDAQ:FNX)

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$236.24M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$89.48M
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FNX Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
5/7/2025 LPL Financial LLC911,833$99.37M0.0%-2.0%9.073%
5/7/2025 First Heartland Consultants Inc.3,984$434K0.0%-14.7%0.040%
5/6/2025 Cetera Investment Advisers170,443$18.58M0.0%+0.7%1.696%
5/6/2025 Avantax Advisory Services Inc.27,126$2.96M0.0%+1.0%0.270%
5/5/2025 BKM Wealth Management LLC1,806$197K0.1%-8.0%0.018%
5/5/2025 Aspen Capital Management LLC2,084$227K0.1%N/A0.021%
5/5/2025 Kestra Private Wealth Services LLC39,931$4.35M0.1%-1.1%0.397%
5/5/2025 Private Advisor Group LLC25,721$2.80M0.0%-4.0%0.256%
5/2/2025 Independent Wealth Network Inc.3,870$422K0.2%-3.3%0.039%
5/2/2025 Kingsview Wealth Management LLC2,282$249K0.0%-5.6%0.023%
5/2/2025 FWG Holdings LLC39,917$4.22M2.1%-1.3%0.401%
5/2/2025 Apollon Wealth Management LLC4,700$512K0.0%+4.2%0.047%
5/2/2025 Sigma Planning Corp2,574$281K0.0%-56.1%0.026%
5/1/2025 Stephens Inc. AR11,159$1.22M0.0%-1.3%0.112%
5/1/2025 BankPlus Trust Department290$32K0.0%N/A0.003%
4/30/2025 Stratos Wealth Partners LTD.38,531$4.20M0.1%+13.3%0.387%
4/29/2025 Envestnet Asset Management Inc.19,638$2.14M0.0%-5.0%0.197%
4/29/2025 HM Payson & Co.1,737$189K0.0%-22.4%0.017%
4/28/2025 D.A. Davidson & CO.56,967$6.21M0.0%-4.1%0.573%
4/28/2025 Bellevue Asset Management LLC24,073$2.62M1.4%-66.0%0.242%
4/28/2025 Private Trust Co. NA2,864$312K0.0%-21.5%0.029%
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4/23/2025 Western Wealth Management LLC35,078$3.82M0.3%+2.1%0.349%
4/23/2025 Golden State Wealth Management LLC576$63K0.0%+112.5%0.006%
4/23/2025 Proactive Wealth Strategies LLC12,198$1.33M0.7%-4.7%0.121%
4/23/2025 AssuredPartners Investment Advisors LLC117,645$12.82M2.5%+8.8%1.171%
4/22/2025 Three Cord True Wealth Management LLC111,326$12.13M10.4%+4.0%1.108%
4/22/2025 Cambridge Investment Research Advisors Inc.56,380$6.14M0.0%+2.6%0.561%
4/22/2025 LVZ Inc.16,154$1.76M0.2%+1.5%0.161%
4/22/2025 Woodmont Investment Counsel LLC5,220$569K0.0%+21.6%0.052%
4/21/2025 Higgins & Schmidt Wealth Strategies LLC4,910$535K0.3%-3.1%0.049%
4/17/2025 Kaydan Wealth Management Inc.12,990$1.42M0.5%-3.7%0.129%
4/17/2025 Janney Montgomery Scott LLC52,270$5.70M0.0%-3.9%0.520%
4/17/2025 Keystone Wealth Services LLC8,373$912K0.2%-1.2%0.083%
4/17/2025 American Institute for Advanced Investment Management LLP3,280$357K0.3%-39.1%0.033%
4/16/2025 Lakeridge Wealth Management LLC74,929$8.17M4.1%+5.7%0.746%
4/16/2025 Wealth Enhancement Advisory Services LLC19,359$2.11M0.0%+3.9%0.193%
4/14/2025 Priebe Wealth Holdings LLC18,033$1.97M1.2%-44.3%0.179%
4/9/2025 RFG Advisory LLC2,918$318K0.0%N/A0.029%
4/9/2025 NBC Securities Inc.12,232$1.33M0.1%+101,833.3%0.120%
4/7/2025 GAMMA Investing LLC101,024$11.01M0.0%+10,798.0%0.990%
4/2/2025 Park National Corp OH10,829$1.18M0.0%-3.3%0.103%
3/17/2025 Wealth Enhancement Advisory Services LLC18,633$2.16M0.0%+92.7%0.177%
2/25/2025B. Riley Wealth Advisors Inc.37,068$4.29M0.1%-34.2%0.351%
2/24/2025 Ameriflex Group Inc.3,487$421K0.2%N/A0.033%
2/19/2025 Three Cord True Wealth Management LLC107,080$12.39M10.7%N/A1.015%
2/19/2025 Richmond Investment Services LLC2,088$242K0.1%N/A0.020%
2/18/2025 GTS Securities LLC29,794$3.45M0.2%-22.2%0.282%
2/18/2025 First Heartland Consultants Inc.4,672$541K0.1%-7.2%0.044%
2/17/2025 Snowden Capital Advisors LLC21,007$2.43M0.1%-1.7%0.199%
2/17/2025 Royal Bank of Canada248,407$28.75M0.0%+8.5%2.355%
2/17/2025 Cornerstone Financial Group LLC NE 1,895$219K0.2%N/A0.018%
2/17/2025 Cetera Investment Advisers169,285$19.59M0.0%+2.2%1.605%
2/17/2025 Citadel Advisors LLC24,801$2.87M0.0%N/A0.235%
2/17/2025 Baird Financial Group Inc.166,236$19.24M0.0%+2.8%1.576%
2/17/2025 Bank of America Corp DE133,345$15.43M0.0%+2.8%1.264%
2/17/2025 Benjamin Edwards Inc.56,031$6.50M0.1%-7.5%0.531%
2/14/2025 Mercer Global Advisors Inc. ADV2,990$346K0.0%+44.1%0.028%
2/14/2025 FAS Wealth Partners Inc.2,186$253K0.0%-8.9%0.021%
2/14/2025 Comerica Bank18,924$2.19M0.0%+1.0%0.179%
2/14/2025 Lido Advisors LLC6,151$712K0.0%N/A0.058%
2/14/2025 Three Seasons Wealth LLC5,978$692K0.3%N/A0.057%
2/14/2025 Integrated Wealth Concepts LLC1,771$205K0.0%N/A0.017%
2/14/2025 Susquehanna International Group LLP34,814$4.03M0.0%+816.2%0.330%
2/14/2025 IHT Wealth Management LLC5,821$674K0.0%-26.0%0.055%
2/14/2025 Stifel Financial Corp86,209$9.98M0.0%-2.2%0.817%
2/14/2025 OneDigital Investment Advisors LLC13,647$1.58M0.0%+6.7%0.129%
2/14/2025 First Trust Advisors LP46,880$5.43M0.0%-4.5%0.444%
2/13/2025 NewEdge Advisors LLC10,629$1.23M0.0%-4.6%0.101%
2/13/2025 Mariner LLC3,823$442K0.0%-5.1%0.036%
2/13/2025 Crux Wealth Advisors27,054$3.13M1.7%N/A0.256%
2/13/2025 Rathbones Group PLC5,431$628K0.0%+3.5%0.051%
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2/13/2025 Envestnet Asset Management Inc.20,676$2.39M0.0%-6.2%0.196%
2/13/2025 Wedbush Securities Inc.2,110$244K0.0%-10.5%0.020%
2/13/2025 Wells Fargo & Company MN747,649$86.52M0.0%-0.2%7.087%
2/12/2025 OLD Mission Capital LLC1,811$210K0.0%N/A0.017%
2/12/2025 National Wealth Management Group LLC3,300$382K0.3%+17.1%0.031%
2/12/2025 National Bank of Canada FI197,940$22.91M0.0%+3.1%1.876%
2/12/2025 Transamerica Financial Advisors Inc.11,265$1.30M0.1%-4.3%0.107%
2/12/2025 AssuredPartners Investment Advisors LLC108,171$12.52M2.5%N/A1.025%
2/12/2025 JPMorgan Chase & Co.1,424$165K0.0%+53.1%0.013%
2/12/2025 Morey & Quinn Wealth Partners LLC3,073$356K0.3%N/A0.029%
(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, 188 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. ($55.47M), 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 FNX's institutional investors.

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

Of the 144 institutional investors that purchased First Trust Mid Cap Core AlphaDEX Fund 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), LPL Financial LLC ($120.33K), 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 3,255,928 shares in the last 24 months. This purchase volume represents approximately $360.73M in transactions.

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

Of the 118 institutional investors that sold First Trust Mid Cap Core AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: National Bank of Canada FI ($253.91K), Kaydan Wealth Management Inc. ($200.52K), Envestnet Asset Management Inc. ($145.90K), B. Riley Wealth Advisors Inc. ($115.53K), Wells Fargo & Company MN ($105.55K), Raymond James Financial Services Advisors Inc. ($92.20K), and Raymond James & Associates ($86.72K).

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

Institutional investors have sold a total of 1,672,611 shares in the last 24 months. This volume of shares sold represents approximately $175.17M in transactions.



This page (NASDAQ:FNX) was last updated on 5/22/2025 by MarketBeat.com Staff
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