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

First Trust Mid Cap Core AlphaDEX Fund logo
$105.34 +0.49 (+0.47%)
As of 09:50 AM 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)
91
Total
Institutional Inflows
(last 12 months)
$243.64M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$63.51M
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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
4/30/2025Stratos 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%
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%
2/24/2025Ameriflex 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%
2/19/2025Richmond Investment Services LLC2,088$242K0.1%N/A0.020%
2/18/2025GTS Securities LLC29,794$3.45M0.2%-22.2%0.282%
2/18/2025First Heartland Consultants Inc.4,672$541K0.1%-7.2%0.044%
2/17/2025Snowden Capital Advisors LLC21,007$2.43M0.1%-1.7%0.199%
2/17/2025Royal Bank of Canada248,407$28.75M0.0%+8.5%2.355%
2/17/2025Cornerstone Financial Group LLC NE 1,895$219K0.2%N/A0.018%
2/17/2025Cetera Investment Advisers169,285$19.59M0.0%+2.2%1.605%
2/17/2025Citadel Advisors LLC24,801$2.87M0.0%N/A0.235%
2/17/2025Baird Financial Group Inc.166,236$19.24M0.0%+2.8%1.576%
2/17/2025Bank of America Corp DE133,345$15.43M0.0%+2.8%1.264%
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2/17/2025Benjamin Edwards Inc.56,031$6.50M0.1%-7.5%0.531%
2/14/2025Mercer Global Advisors Inc. ADV2,990$346K0.0%+44.1%0.028%
2/14/2025FAS Wealth Partners Inc.2,186$253K0.0%-8.9%0.021%
2/14/2025Comerica Bank18,924$2.19M0.0%+1.0%0.179%
2/14/2025Lido Advisors LLC6,151$712K0.0%N/A0.058%
2/14/2025Three Seasons Wealth LLC5,978$692K0.3%N/A0.057%
2/14/2025Integrated Wealth Concepts LLC1,771$205K0.0%N/A0.017%
2/14/2025Susquehanna International Group LLP34,814$4.03M0.0%+816.2%0.330%
2/14/2025IHT Wealth Management LLC5,821$674K0.0%-26.0%0.055%
2/14/2025Stifel 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%
2/14/2025First Trust Advisors LP46,880$5.43M0.0%-4.5%0.444%
2/13/2025NewEdge Advisors LLC10,629$1.23M0.0%-4.6%0.101%
2/13/2025Mariner LLC3,823$442K0.0%-5.1%0.036%
2/13/2025Crux Wealth Advisors27,054$3.13M1.7%N/A0.256%
2/13/2025Rathbones Group PLC5,431$628K0.0%+3.5%0.051%
2/13/2025 Envestnet Asset Management Inc.20,676$2.39M0.0%-6.2%0.196%
2/13/2025Wedbush Securities Inc.2,110$244K0.0%-10.5%0.020%
2/13/2025Wells Fargo & Company MN747,649$86.52M0.0%-0.2%7.087%
2/12/2025OLD Mission Capital LLC1,811$210K0.0%N/A0.017%
2/12/2025National Wealth Management Group LLC3,300$382K0.3%+17.1%0.031%
2/12/2025National Bank of Canada FI197,940$22.91M0.0%+3.1%1.876%
2/12/2025Transamerica 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%
2/12/2025JPMorgan Chase & Co.1,424$165K0.0%+53.1%0.013%
2/12/2025 Morey & Quinn Wealth Partners LLC3,073$356K0.3%N/A0.029%
2/12/2025Potentia Wealth11,039$1.28M0.6%N/A0.105%
2/11/2025 Woodmont Investment Counsel LLC4,292$497K0.0%+39.7%0.041%
2/11/2025LPL Financial LLC930,345$107.66M0.0%+3.1%8.818%
2/11/2025Virtu Financial LLC6,298$729K0.0%N/A0.060%
2/10/2025Harbour Investments Inc.10,886$1.26M0.0%-1.7%0.103%
2/10/2025Commonwealth Equity Services LLC70,307$8.14M0.0%-0.6%0.666%
2/10/2025Avantax Advisory Services Inc.26,869$3.11M0.0%+1.9%0.255%
2/10/2025EverSource Wealth Advisors LLC3,484$403K0.0%+28,933.3%0.033%
2/7/2025PFG Advisors5,522$639K0.0%-2.4%0.052%
2/7/2025HighTower Advisors LLC129,247$14.96M0.0%-1.2%1.225%
2/7/2025Independent Advisor Alliance8,257$955K0.0%N/A0.078%
2/7/2025FWG Holdings LLC40,451$4.81M2.3%+1.6%0.383%
2/7/2025PNC Financial Services Group Inc.3,468$401K0.0%+9.8%0.033%
2/6/2025 Bellevue Asset Management LLC70,732$8.18M4.2%+0.1%0.670%
2/6/2025Raymond James Financial Inc.507,963$58.78M0.0%N/A4.815%
2/6/2025Atria Investments Inc38,917$4.50M0.1%+2.9%0.369%
2/6/2025Jones Financial Companies Lllp10,458$1.21M0.0%+47.5%0.099%
2/5/2025SRS Capital Advisors Inc.3,783$438K0.0%N/A0.036%
2/5/2025 Private Trust Co. NA3,648$422K0.0%+22.6%0.035%
2/5/2025 Oppenheimer & Co. Inc.15,136$1.75M0.0%+19.1%0.143%
2/4/2025Sterling Investment Advisors Ltd.10,195$1.18M0.3%-2.2%0.097%
2/4/2025IFP Advisors Inc898$104K0.0%-42.5%0.009%
2/4/2025MONECO Advisors LLC5,401$625K0.1%-27.3%0.051%
2/4/2025Marshall Investment Management LLC7,523$881K0.5%N/A0.071%
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2/3/2025Sigma Planning Corp5,866$679K0.0%-2.3%0.056%
2/3/2025 Element Wealth LLC3,148$364K0.2%-3.0%0.030%
2/3/2025Private Advisor Group LLC26,798$3.10M0.0%-0.4%0.254%
1/31/2025Global Retirement Partners LLC953$110K0.0%+19.0%0.009%
1/31/2025 D.A. Davidson & CO.59,411$6.88M0.1%-5.5%0.563%
1/31/2025 Truist Financial Corp19,118$2.21M0.0%-4.8%0.181%
1/31/2025Sanctuary Advisors LLC56,404$6.85M0.0%-0.2%0.535%
1/31/2025J.W. Cole Advisors Inc.1,738$201K0.0%N/A0.016%
1/30/2025 Lakeridge Wealth Management LLC70,906$8.21M4.2%+1.9%0.672%
1/30/2025Nations Financial Group Inc. IA ADV3,327$385K0.0%-5.8%0.032%
(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 ($107.66M), Wells Fargo & Company MN ($86.52M), Raymond James Financial Inc. ($58.78M), Kestra Advisory Services LLC ($39.19M), Raymond James Financial Services Advisors Inc. ($32.77M), Royal Bank of Canada ($28.75M), and UBS Group AG ($28.05M).Learn more on FNX's institutional investors.

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

Of the 146 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. ($507.96K), International Assets Investment Management LLC ($298.18K), National Bank of Canada FI ($229.96K), Kaydan Wealth Management Inc. ($196.76K), LPL Financial LLC ($166.20K), Kestra Advisory Services LLC ($122.70K), 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 3,430,973 shares in the last 24 months. This purchase volume represents approximately $394.10M in transactions.

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

Of the 109 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: Kaydan Wealth Management Inc. ($200.52K), B. Riley Wealth Advisors Inc. ($151.09K), Envestnet Asset Management Inc. ($145.90K), Wells Fargo & Company MN ($105.55K), Raymond James Financial Services Advisors Inc. ($92.20K), Raymond James & Associates ($86.72K), and National Bank of Canada FI ($57.99K).

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

Institutional investors have sold a total of 1,446,619 shares in the last 24 months. This volume of shares sold represents approximately $153.67M in transactions.


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This page (NASDAQ:FNX) was last updated on 5/1/2025 by MarketBeat.com Staff
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