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

$144.07 +0.42 (+0.29%)

As of 03:15 PM Eastern

Number of Institutional Buyers (last 12 months): 93
Total Institutional Inflows (last 12 months): $249.66M

Number of Institutional Sellers (last 12 months): 91
Total Institutional Outflows (last 12 months): $75.31M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/9/2026	Rathbones Group PLC	5,219	$669K	0.0%	-5.1%	0.054%
6/3/2026	NewEdge Advisors LLC	11,156	$1.43M	0.0%	+4.1%	0.116%
5/28/2026	Cozad Asset Management Inc.	12,217	$1.57M	0.1%	-1.8%	0.127%
5/19/2026	Western Wealth Management LLC	37,693	$4.83M	0.2%	+2.4%	0.393%
5/19/2026	NewEdge Advisors LLC	10,026	$1.29M	0.0%	-6.4%	0.104%
5/19/2026	Bank of America Corp DE	205,567	$26.36M	0.0%	+57.0%	2.141%
5/19/2026	Centaurus Financial Inc.	2,151	$276K	0.0%	-12.8%	0.022%
5/18/2026	Royal Bank of Canada	273,951	$35.13M	0.0%	+4.8%	2.854%
5/13/2026	Cetera Investment Advisers	198,133	$25.41M	0.0%	+1.2%	2.064%
5/13/2026	First Trust Advisors LP	32,527	$4.17M	0.0%	+1,359.9%	0.339%
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5/8/2026	Pacific Sun Financial Corp	9,104	$1.17M	0.6%	-1.5%	0.095%
5/7/2026	Parallel Advisors LLC	1,053	$135K	0.0%	+942.6%	0.011%
5/7/2026	World Equity Group Inc.	3,872	$496K	0.1%	+9.8%	0.040%
5/6/2026	Independent Financial Group LLC	1,821	$234K	0.0%	N/A	0.019%
5/5/2026	D.A. Davidson & CO.	44,370	$5.69M	0.0%	-6.2%	0.462%
5/5/2026	Sanctuary Advisors LLC	43,191	$5.54M	0.0%	-0.4%	0.450%
5/5/2026	Sterling Investment Advisors Ltd.	8,945	$1.15M	0.2%	-11.4%	0.093%
5/5/2026	Sigma Planning Corp	3,629	$465K	0.0%	-17.7%	0.038%
5/4/2026	Chicago Partners Investment Group LLC	60,065	$8.26M	0.2%	+2.1%	0.626%
5/1/2026	Fifth Third Bancorp	16,021	$2.06M	0.0%	N/A	0.168%
4/30/2026	Kestra Advisory Services LLC	73,929	$9.48M	0.0%	-4.4%	0.774%
4/29/2026	Richmond Investment Services LLC	3,929	$504K	0.1%	+4.8%	0.041%
4/28/2026	Whittier Trust Co. of Nevada Inc.	1,502	$195K	0.0%	N/A	0.016%
4/28/2026	Ascentis Independent Advisors	242	$31K	0.0%	N/A	0.003%
4/28/2026	LVZ Inc.	9,766	$1.25M	0.1%	+8.3%	0.102%
4/27/2026	Private Advisor Group LLC	26,420	$3.39M	0.0%	+0.3%	0.277%
4/27/2026	Three Cord True Wealth Management LLC	136,778	$17.54M	9.7%	+5.1%	1.432%
4/27/2026	Elevation Point Wealth Partners LLC	1,868	$239K	0.0%	N/A	0.020%
4/24/2026	Bellevue Asset Management LLC	6,326	$811K	0.4%	-70.4%	0.066%
4/22/2026	Janney Montgomery Scott LLC	33,414	$4.29M	0.0%	+8.8%	0.350%
4/21/2026	Independent Wealth Network Inc.	1,589	$204K	0.1%	-58.0%	0.017%
4/20/2026	Kestra Private Wealth Services LLC	46,614	$5.98M	0.1%	+1.3%	0.488%
4/15/2026	Nations Financial Group Inc. IA ADV	2,859	$367K	0.0%	-10.8%	0.030%
3/17/2026	Rockefeller Capital Management L.P.	17,112	$2.16M	0.0%	+196.6%	0.183%
3/9/2026	Rubicon Advisors GP	2,361	$297K	0.3%	N/A	0.025%
2/25/2026	MidFirst Bank	732	$92K	0.0%	N/A	0.008%
2/20/2026	Catalyst Investment Management LLC	6,372	$803K	0.8%	N/A	0.068%
2/18/2026	Ameriflex Group Inc.	1,661	$209K	0.1%	-27.5%	0.018%
2/18/2026	NewEdge Advisors LLC	10,716	$1.35M	0.0%	+42.0%	0.115%
2/18/2026	IHT Wealth Management LLC	4,602	$580K	0.0%	+5.9%	0.049%
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2/17/2026	Cetera Investment Advisers	195,814	$24.67M	0.0%	-0.7%	2.094%
2/17/2026	Equitable Holdings Inc.	9,084	$1.14M	0.0%	+1.9%	0.097%
2/17/2026	Osaic Holdings Inc.	59,544	$7.50M	0.0%	-40.4%	0.637%
2/17/2026	Private Advisor Group LLC	26,342	$3.32M	0.0%	+3.7%	0.282%
2/17/2026	&PARTNERS	15,677	$1.98M	0.0%	+8.3%	0.168%
2/17/2026	Royal Bank of Canada	261,411	$32.93M	0.0%	-0.4%	2.796%
2/16/2026	Perryman Financial Advisory Inc. AD	70,159	$8.84M	1.3%	N/A	0.750%
2/16/2026	MML Investors Services LLC	8,099	$1.02M	0.0%	+7.2%	0.087%
2/16/2026	Mariner LLC	3,389	$427K	0.0%	-8.6%	0.036%
2/16/2026	Arax Advisory Partners	1,101	$139K	0.0%	N/A	0.012%
2/13/2026	Kestra Advisory Services LLC	77,347	$9.74M	0.0%	-1.3%	0.827%
2/13/2026	Stifel Financial Corp	88,793	$11.19M	0.0%	+1.5%	0.950%
2/13/2026	Morgan Stanley	1,050,519	$132.34M	0.0%	+0.5%	11.235%
2/13/2026	Wells Fargo & Company MN	679,379	$85.59M	0.0%	+1.9%	7.266%
2/12/2026	Richmond Investment Services LLC	3,748	$472K	0.1%	-10.3%	0.040%
2/12/2026	Triumph Capital Management	2,134	$269K	0.1%	+33.3%	0.023%
2/12/2026	Commonwealth Equity Services LLC	65,715	$8.28M	0.0%	-3.2%	0.703%
2/12/2026	Titleist Asset Management LLC	2,102	$265K	0.0%	N/A	0.022%
2/11/2026	Meeder Advisory Services Inc.	1,599	$201K	0.0%	-17.7%	0.017%
2/11/2026	RM Financial Services LLC	2,000	$252K	0.2%	N/A	0.021%
2/11/2026	Janney Montgomery Scott LLC	30,722	$3.87M	0.0%	-14.5%	0.329%
2/11/2026	LPL Financial LLC	934,661	$117.74M	0.0%	+5.5%	9.996%
2/11/2026	Hilton Head Capital Partners LLC	4,288	$540K	0.3%	N/A	0.046%
2/11/2026	J.W. Cole Advisors Inc.	20,137	$2.54M	0.0%	+844.5%	0.215%
2/10/2026	Goldman Sachs Group Inc.	13,879	$1.75M	0.0%	-49.7%	0.148%
2/10/2026	Northwestern Mutual Wealth Management Co.	73,315	$9.24M	0.0%	+5.8%	0.784%
2/9/2026	Harbour Investments Inc.	13,515	$1.70M	0.0%	+2.7%	0.145%
2/9/2026	Prospera Financial Services Inc	27,858	$3.51M	0.1%	-7.4%	0.298%
2/6/2026	Empirical Asset Management LLC	2,664	$336K	0.1%	-64.9%	0.028%
2/6/2026	IFP Advisors Inc	1,178	$148K	0.0%	+31.2%	0.013%
2/6/2026	Quantum Private Wealth LLC	2,741	$345K	0.1%	-18.3%	0.029%
2/6/2026	Larson Financial Group LLC	928	$117K	0.0%	-8.7%	0.010%
2/6/2026	HighTower Advisors LLC	124,232	$15.65M	0.0%	-0.4%	1.329%
2/5/2026	Intrua Financial LLC	2,222	$280K	0.0%	+19.1%	0.024%
2/5/2026	Three Cord True Wealth Management LLC	130,118	$16.39M	9.5%	+8.8%	1.392%
2/5/2026	Stephens Inc. AR	10,787	$1.36M	0.0%	-1.8%	0.115%
2/5/2026	Northwestern Mutual Wealth Management Co.	1,392,336	$175.41M	0.1%	+1,910.0%	14.891%
2/5/2026	Western Wealth Management LLC	36,820	$4.64M	0.2%	-0.9%	0.394%
2/5/2026	Allworth Financial LP	1,656	$209K	0.0%	-20.3%	0.018%
2/5/2026	Proactive Wealth Strategies LLC	11,771	$1.48M	0.6%	-2.6%	0.126%
2/5/2026	Pacific Sun Financial Corp	9,244	$1.17M	0.6%	-1.3%	0.099%
2/4/2026	Ameritas Advisory Services LLC	1,610	$203K	0.0%	-31.0%	0.017%
2/4/2026	Bensler LLC	4,191	$528K	0.1%	+14.5%	0.045%
2/3/2026	AssuredPartners Investment Advisors LLC	10,574	$1.33M	0.2%	-2.2%	0.113%
2/2/2026	FWG Holdings LLC	11,216	$1.49M	0.6%	+1.0%	0.120%
2/2/2026	Truist Financial Corp	17,377	$2.19M	0.0%	+6.0%	0.186%
2/2/2026	Benjamin Edwards Inc.	19,425	$2.45M	0.0%	-10.2%	0.208%
2/2/2026	LVZ Inc.	9,015	$1.14M	0.1%	-5.4%	0.096%
1/30/2026	Sigma Planning Corp	4,408	$555K	0.0%	-13.3%	0.047%
1/29/2026	Comerica Bank	16,375	$2.06M	0.0%	-14.7%	0.175%
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1/29/2026	D.A. Davidson & CO.	47,280	$5.96M	0.0%	-8.6%	0.506%
1/29/2026	Kestra Private Wealth Services LLC	45,996	$5.79M	0.1%	+4.8%	0.492%
1/29/2026	UBS Group AG	217,783	$27.44M	0.0%	+1.3%	2.329%
1/29/2026	Sanctuary Advisors LLC	43,359	$5.46M	0.0%	-2.2%	0.464%
1/28/2026	Geneos Wealth Management Inc.	3,191	$402K	0.0%	-7.7%	0.034%
1/28/2026	Chicago Partners Investment Group LLC	58,809	$7.89M	0.2%	-1.9%	0.629%
1/28/2026	Kingswood Wealth Advisors LLC	1,909	$240K	0.0%	-13.1%	0.020%
1/27/2026	PFG Advisors	4,142	$522K	0.0%	-20.7%	0.044%
1/27/2026	Purus Wealth Management LLC	1,897	$239K	0.1%	N/A	0.020%
1/26/2026	CWM LLC	4,528	$570K	0.0%	-10.1%	0.049%

FNX Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 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), Raymond James Financial Services Advisors Inc. ($32.77M), and UBS Group AG ($27.44M).Learn more on First Trust Mid Cap Core AlphaDEX Fund's institutional investors.

Of the 151 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 1,998,106 shares in the last 24 months. This purchase volume represents approximately $249.66M in transactions.

Of the 91 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 625,130 shares in the last 24 months. This volume of shares sold represents approximately $75.31M in transactions.

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This page (NASDAQ:FNX) was last updated on 6/15/2026 by MarketBeat.com Staff.

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

FNX Institutional Buying and Selling by Quarter

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

FNX Institutional Ownership - Frequently Asked Questions

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

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

FNX Institutional Buying and Selling by Quarter

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

FNX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNX shares?

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

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

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

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

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