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

First Trust Mid Cap Core AlphaDEX Fund logo
$143.35 +0.39 (+0.27%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$143.35 +0.00 (+0.00%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
86
Total
Institutional Inflows
(last 12 months)
$241.35M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$73.28M
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Skip Chart & View Institutional Buying and Selling Data

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
7/9/2026 World Equity Group Inc.4,334$634K0.1%+11.9%0.045%
7/7/2026 Boston Standard Wealth Management LLC1,400$204K0.0%N/A0.015%
6/9/2026 Rathbones Group PLC5,219$669K0.0%-5.1%0.054%
6/3/2026NewEdge Advisors LLC11,156$1.43M0.0%+4.1%0.116%
5/28/2026Cozad Asset Management Inc.12,217$1.57M0.1%-1.8%0.127%
5/19/2026Western Wealth Management LLC37,693$4.83M0.2%+2.4%0.393%
5/19/2026NewEdge Advisors LLC10,026$1.29M0.0%-6.4%0.104%
5/19/2026Bank of America Corp DE205,567$26.36M0.0%+57.0%2.141%
5/19/2026Centaurus Financial Inc.2,151$276K0.0%-12.8%0.022%
5/18/2026Royal Bank of Canada273,951$35.13M0.0%+4.8%2.854%
5/13/2026Cetera Investment Advisers198,133$25.41M0.0%+1.2%2.064%
5/13/2026First Trust Advisors LP32,527$4.17M0.0%+1,359.9%0.339%
5/8/2026Pacific Sun Financial Corp9,104$1.17M0.6%-1.5%0.095%
5/7/2026Parallel Advisors LLC1,053$135K0.0%+942.6%0.011%
5/7/2026 World Equity Group Inc.3,872$496K0.1%+9.8%0.040%
5/6/2026 Independent Financial Group LLC1,821$234K0.0%N/A0.019%
5/5/2026D.A. Davidson & CO.44,370$5.69M0.0%-6.2%0.462%
5/5/2026Sanctuary Advisors LLC43,191$5.54M0.0%-0.4%0.450%
5/5/2026Sterling Investment Advisors Ltd.8,945$1.15M0.2%-11.4%0.093%
5/5/2026Sigma Planning Corp3,629$465K0.0%-17.7%0.038%
5/4/2026Chicago Partners Investment Group LLC60,065$8.26M0.2%+2.1%0.626%
5/1/2026Fifth Third Bancorp16,021$2.06M0.0%N/A0.168%
4/30/2026Kestra Advisory Services LLC73,929$9.48M0.0%-4.4%0.774%
4/29/2026Richmond Investment Services LLC3,929$504K0.1%+4.8%0.041%
4/28/2026Whittier Trust Co. of Nevada Inc.1,502$195K0.0%N/A0.016%
4/28/2026Ascentis Independent Advisors242$31K0.0%N/A0.003%
4/28/2026 LVZ Inc.9,766$1.25M0.1%+8.3%0.102%
4/27/2026Private Advisor Group LLC26,420$3.39M0.0%+0.3%0.277%
4/27/2026 Three Cord True Wealth Management LLC136,778$17.54M9.7%+5.1%1.432%
4/27/2026Elevation Point Wealth Partners LLC1,868$239K0.0%N/A0.020%
4/24/2026Bellevue Asset Management LLC6,326$811K0.4%-70.4%0.066%
4/22/2026Janney Montgomery Scott LLC33,414$4.29M0.0%+8.8%0.350%
4/21/2026 Independent Wealth Network Inc.1,589$204K0.1%-58.0%0.017%
4/20/2026Kestra Private Wealth Services LLC46,614$5.98M0.1%+1.3%0.488%
4/15/2026 Nations Financial Group Inc. IA ADV2,859$367K0.0%-10.8%0.030%
3/17/2026Rockefeller Capital Management L.P.17,112$2.16M0.0%+196.6%0.183%
3/9/2026Rubicon Advisors GP2,361$297K0.3%N/A0.025%
2/25/2026MidFirst Bank732$92K0.0%N/A0.008%
2/20/2026Catalyst Investment Management LLC6,372$803K0.8%N/A0.068%
2/18/2026Ameriflex Group Inc.1,661$209K0.1%-27.5%0.018%
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2/18/2026NewEdge Advisors LLC10,716$1.35M0.0%+42.0%0.115%
2/18/2026IHT Wealth Management LLC4,602$580K0.0%+5.9%0.049%
2/17/2026Cetera Investment Advisers195,814$24.67M0.0%-0.7%2.094%
2/17/2026Equitable Holdings Inc.9,084$1.14M0.0%+1.9%0.097%
2/17/2026Osaic Holdings Inc.59,544$7.50M0.0%-40.4%0.637%
2/17/2026Private Advisor Group LLC26,342$3.32M0.0%+3.7%0.282%
2/17/2026&PARTNERS15,677$1.98M0.0%+8.3%0.168%
2/17/2026Royal Bank of Canada261,411$32.93M0.0%-0.4%2.796%
2/16/2026Perryman Financial Advisory Inc. AD70,159$8.84M1.3%N/A0.750%
2/16/2026MML Investors Services LLC8,099$1.02M0.0%+7.2%0.087%
2/16/2026Mariner LLC3,389$427K0.0%-8.6%0.036%
2/16/2026Arax Advisory Partners1,101$139K0.0%N/A0.012%
2/13/2026Kestra Advisory Services LLC77,347$9.74M0.0%-1.3%0.827%
2/13/2026Stifel Financial Corp88,793$11.19M0.0%+1.5%0.950%
2/13/2026Morgan Stanley1,050,519$132.34M0.0%+0.5%11.235%
2/13/2026Wells Fargo & Company MN679,379$85.59M0.0%+1.9%7.266%
2/12/2026Richmond Investment Services LLC3,748$472K0.1%-10.3%0.040%
2/12/2026 Triumph Capital Management2,134$269K0.1%+33.3%0.023%
2/12/2026Commonwealth Equity Services LLC65,715$8.28M0.0%-3.2%0.703%
2/12/2026 Titleist Asset Management LLC2,102$265K0.0%N/A0.022%
2/11/2026Meeder Advisory Services Inc.1,599$201K0.0%-17.7%0.017%
2/11/2026RM Financial Services LLC2,000$252K0.2%N/A0.021%
2/11/2026Janney Montgomery Scott LLC30,722$3.87M0.0%-14.5%0.329%
2/11/2026LPL Financial LLC934,661$117.74M0.0%+5.5%9.996%
2/11/2026Hilton Head Capital Partners LLC4,288$540K0.3%N/A0.046%
2/11/2026 J.W. Cole Advisors Inc.20,137$2.54M0.0%+844.5%0.215%
2/10/2026Goldman Sachs Group Inc.13,879$1.75M0.0%-49.7%0.148%
2/10/2026Northwestern Mutual Wealth Management Co.73,315$9.24M0.0%+5.8%0.784%
2/9/2026Harbour Investments Inc.13,515$1.70M0.0%+2.7%0.145%
2/9/2026 Prospera Financial Services Inc27,858$3.51M0.1%-7.4%0.298%
2/6/2026Empirical Asset Management LLC2,664$336K0.1%-64.9%0.028%
2/6/2026 IFP Advisors Inc1,178$148K0.0%+31.2%0.013%
2/6/2026Quantum Private Wealth LLC2,741$345K0.1%-18.3%0.029%
2/6/2026Larson Financial Group LLC928$117K0.0%-8.7%0.010%
2/6/2026HighTower Advisors LLC124,232$15.65M0.0%-0.4%1.329%
2/5/2026Intrua Financial LLC2,222$280K0.0%+19.1%0.024%
2/5/2026 Three Cord True Wealth Management LLC130,118$16.39M9.5%+8.8%1.392%
2/5/2026Stephens Inc. AR10,787$1.36M0.0%-1.8%0.115%
2/5/2026Northwestern Mutual Wealth Management Co.1,392,336$175.41M0.1%+1,910.0%14.891%
2/5/2026Western Wealth Management LLC36,820$4.64M0.2%-0.9%0.394%
2/5/2026Allworth Financial LP1,656$209K0.0%-20.3%0.018%
2/5/2026Proactive Wealth Strategies LLC11,771$1.48M0.6%-2.6%0.126%
2/5/2026Pacific Sun Financial Corp9,244$1.17M0.6%-1.3%0.099%
2/4/2026Ameritas Advisory Services LLC1,610$203K0.0%-31.0%0.017%
2/4/2026 Bensler LLC4,191$528K0.1%+14.5%0.045%
2/3/2026AssuredPartners Investment Advisors LLC10,574$1.33M0.2%-2.2%0.113%
2/2/2026FWG Holdings LLC11,216$1.49M0.6%+1.0%0.120%
2/2/2026Truist Financial Corp17,377$2.19M0.0%+6.0%0.186%
2/2/2026Benjamin Edwards Inc.19,425$2.45M0.0%-10.2%0.208%
2/2/2026 LVZ Inc.9,015$1.14M0.1%-5.4%0.096%
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1/30/2026Sigma Planning Corp4,408$555K0.0%-13.3%0.047%
1/29/2026Comerica Bank16,375$2.06M0.0%-14.7%0.175%
1/29/2026D.A. Davidson & CO.47,280$5.96M0.0%-8.6%0.506%
1/29/2026Kestra Private Wealth Services LLC45,996$5.79M0.1%+4.8%0.492%
1/29/2026UBS Group AG217,783$27.44M0.0%+1.3%2.329%
1/29/2026Sanctuary Advisors LLC43,359$5.46M0.0%-2.2%0.464%
1/28/2026Geneos Wealth Management Inc.3,191$402K0.0%-7.7%0.034%
1/28/2026Chicago Partners Investment Group LLC58,809$7.89M0.2%-1.9%0.629%
1/28/2026Kingswood Wealth Advisors LLC1,909$240K0.0%-13.1%0.020%
1/27/2026 PFG Advisors4,142$522K0.0%-20.7%0.044%


FNX Institutional Ownership - Frequently Asked Questions

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 Morgan Stanley ($132.34M), LPL Financial LLC ($117.74M), Wells Fargo & Company MN ($85.59M), Raymond James Financial Inc. ($60.86M), Royal Bank of Canada ($35.13M), UBS Group AG ($27.44M), and Bank of America Corp DE ($26.36M).Learn more on First Trust Mid Cap Core AlphaDEX Fund's institutional investors.

Of the 149 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: Northwestern Mutual Wealth Management Co. ($1.37M), Raymond James Financial Inc. ($508.99K), National Bank of Canada FI ($195.95K), International Assets Investment Management LLC ($184.61K), Three Cord True Wealth Management LLC ($142.31K), LPL Financial LLC ($129.53K), and AssuredPartners Investment Advisors LLC ($117.65K).

Institutional investors have bought a total of 1,925,249 shares in the last 24 months. This purchase volume represents approximately $241.35M in transactions.

Of the 87 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: AssuredPartners Investment Advisors LLC ($107.07K), Lakeridge Wealth Management LLC ($54.05K), Bank of America Corp DE ($47.32K), Osaic Holdings Inc. ($43.33K), Atria Investments Inc ($33.56K), Susquehanna International Group LLP ($32.24K), and FWG Holdings LLC ($28.81K).

Institutional investors have sold a total of 607,424 shares in the last 24 months. This volume of shares sold represents approximately $73.28M in transactions.


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This page (NASDAQ:FNX) was last updated on 7/26/2026 by MarketBeat.com Staff.
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