Free Trial
→ The SpaceX supplier that shipped 5 billion chips to Starlink (From Weiss Ratings) (Ad)tc pixel Free FNX Stock Alerts

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

First Trust Mid Cap Core AlphaDEX Fund logo
$140.69 +1.91 (+1.38%)
As of 10:32 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$249.66M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$75.27M
Get FNX Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Mid Cap Core AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC37,693$4.83M0.2%+2.4%0.393%
5/19/2026 NewEdge Advisors LLC10,026$1.29M0.0%-6.4%0.104%
5/19/2026 Bank of America Corp DE205,567$26.36M0.0%+57.0%2.141%
5/19/2026 Centaurus Financial Inc.2,151$276K0.0%-12.8%0.022%
5/18/2026 Royal Bank of Canada273,951$35.13M0.0%+4.8%2.854%
5/13/2026 Cetera Investment Advisers198,133$25.41M0.0%+1.2%2.064%
5/13/2026 First Trust Advisors LP32,527$4.17M0.0%+1,359.9%0.339%
5/8/2026 Pacific Sun Financial Corp9,104$1.17M0.6%-1.5%0.095%
5/7/2026 Parallel 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%
5/5/2026 D.A. Davidson & CO.44,370$5.69M0.0%-6.2%0.462%
5/5/2026 Sanctuary Advisors LLC43,191$5.54M0.0%-0.4%0.450%
5/5/2026 Sterling Investment Advisors Ltd.8,945$1.15M0.2%-11.4%0.093%
5/5/2026 Sigma Planning Corp3,629$465K0.0%-17.7%0.038%
5/4/2026 Chicago Partners Investment Group LLC60,065$8.26M0.2%+2.1%0.626%
5/1/2026 Fifth Third Bancorp16,021$2.06M0.0%N/A0.168%
4/30/2026 Kestra Advisory Services LLC73,929$9.48M0.0%-4.4%0.774%
4/29/2026 Richmond Investment Services LLC3,929$504K0.1%+4.8%0.041%
4/28/2026 Whittier Trust Co. of Nevada Inc.1,502$195K0.0%N/A0.016%
4/28/2026 Ascentis Independent Advisors242$31K0.0%N/A0.003%
4/28/2026 LVZ Inc.9,766$1.25M0.1%+8.3%0.102%
4/27/2026 Private 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%
4/27/2026 Elevation Point Wealth Partners LLC1,868$239K0.0%N/A0.020%
4/24/2026 Bellevue Asset Management LLC6,326$811K0.4%-70.4%0.066%
4/22/2026 Janney 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%
4/20/2026 Kestra 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%
3/17/2026 Rockefeller Capital Management L.P.17,112$2.16M0.0%+196.6%0.183%
3/9/2026 Rubicon Advisors GP2,361$297K0.3%N/A0.025%
2/25/2026 MidFirst Bank732$92K0.0%N/A0.008%
2/20/2026 Catalyst Investment Management LLC6,372$803K0.8%N/A0.068%
2/18/2026 Ameriflex Group Inc.1,661$209K0.1%-27.5%0.018%
2/18/2026 NewEdge Advisors LLC10,716$1.35M0.0%+42.0%0.115%
2/18/2026 IHT Wealth Management LLC4,602$580K0.0%+5.9%0.049%
2/17/2026 Cetera Investment Advisers195,814$24.67M0.0%-0.7%2.094%
2/17/2026 Equitable Holdings Inc.9,084$1.14M0.0%+1.9%0.097%
2/17/2026 Osaic Holdings Inc.59,544$7.50M0.0%-40.4%0.637%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
2/17/2026 Private Advisor Group LLC26,342$3.32M0.0%+3.7%0.282%
2/17/2026 &PARTNERS15,677$1.98M0.0%+8.3%0.168%
2/17/2026 Royal Bank of Canada261,411$32.93M0.0%-0.4%2.796%
2/16/2026 Perryman Financial Advisory Inc. AD70,159$8.84M1.3%N/A0.750%
2/16/2026 MML Investors Services LLC8,099$1.02M0.0%+7.2%0.087%
2/16/2026 Mariner LLC3,389$427K0.0%-8.6%0.036%
2/16/2026 Arax Advisory Partners1,101$139K0.0%N/A0.012%
2/13/2026 Kestra Advisory Services LLC77,347$9.74M0.0%-1.3%0.827%
2/13/2026 Stifel Financial Corp88,793$11.19M0.0%+1.5%0.950%
2/13/2026 Morgan Stanley1,050,519$132.34M0.0%+0.5%11.235%
2/13/2026 Wells Fargo & Company MN679,379$85.59M0.0%+1.9%7.266%
2/12/2026 Richmond Investment Services LLC3,748$472K0.1%-10.3%0.040%
2/12/2026 Triumph Capital Management2,134$269K0.1%+33.3%0.023%
2/12/2026 Commonwealth Equity Services LLC65,715$8.28M0.0%-3.2%0.703%
2/12/2026 Titleist Asset Management LLC2,102$265K0.0%N/A0.022%
2/11/2026 Meeder Advisory Services Inc.1,599$201K0.0%-17.7%0.017%
2/11/2026 RM Financial Services LLC2,000$252K0.2%N/A0.021%
2/11/2026 Janney Montgomery Scott LLC30,722$3.87M0.0%-14.5%0.329%
2/11/2026 LPL Financial LLC934,661$117.74M0.0%+5.5%9.996%
2/11/2026 Hilton 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%
2/10/2026 Goldman Sachs Group Inc.13,879$1.75M0.0%-49.7%0.148%
2/10/2026 Northwestern Mutual Wealth Management Co.73,315$9.24M0.0%+5.8%0.784%
2/9/2026 Harbour 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%
2/6/2026 Empirical Asset Management LLC2,664$336K0.1%-64.9%0.028%
2/6/2026 IFP Advisors Inc1,178$148K0.0%+31.2%0.013%
2/6/2026 Quantum Private Wealth LLC2,741$345K0.1%-18.3%0.029%
2/6/2026 Larson Financial Group LLC928$117K0.0%-8.7%0.010%
2/6/2026 HighTower Advisors LLC124,232$15.65M0.0%-0.4%1.329%
2/5/2026 Intrua 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%
2/5/2026 Stephens Inc. AR10,787$1.36M0.0%-1.8%0.115%
2/5/2026 Northwestern Mutual Wealth Management Co.1,392,336$175.41M0.1%+1,910.0%14.891%
2/5/2026 Western Wealth Management LLC36,820$4.64M0.2%-0.9%0.394%
2/5/2026 Allworth Financial LP1,656$209K0.0%-20.3%0.018%
2/5/2026 Proactive Wealth Strategies LLC11,771$1.48M0.6%-2.6%0.126%
2/5/2026 Pacific Sun Financial Corp9,244$1.17M0.6%-1.3%0.099%
2/4/2026 Ameritas Advisory Services LLC1,610$203K0.0%-31.0%0.017%
2/4/2026 Bensler LLC4,191$528K0.1%+14.5%0.045%
2/3/2026 AssuredPartners Investment Advisors LLC10,574$1.33M0.2%-2.2%0.113%
2/2/2026 FWG Holdings LLC11,216$1.49M0.6%+1.0%0.120%
2/2/2026 Truist Financial Corp17,377$2.19M0.0%+6.0%0.186%
2/2/2026 Benjamin 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%
1/30/2026 Sigma Planning Corp4,408$555K0.0%-13.3%0.047%
1/29/2026Comerica Bank16,375$2.06M0.0%-14.7%0.175%
1/29/2026 D.A. Davidson & CO.47,280$5.96M0.0%-8.6%0.506%
1/29/2026 Kestra Private Wealth Services LLC45,996$5.79M0.1%+4.8%0.492%
1/29/2026 UBS Group AG217,783$27.44M0.0%+1.3%2.329%
Trump Is Eyeing the Biggest Monetary Shift Since Nixon (Ad)

On August 15, 1971, Nixon ended the Bretton Woods agreement and untethered the dollar from gold. Since that night, the dollar has lost over 85% of its purchasing power - and retirement savers have absorbed the cost. U.S. Code Title 31, Section 5117 gives the Treasury authority to reprice America's gold reserves from $42 per ounce to today's market value - a gap of 107x. More than 60 million Americans can move into physical gold inside a retirement account, tax-free and penalty-free.tc pixel

Download the free 2026 Gold Guide to see how it works
1/29/2026 Sanctuary Advisors LLC43,359$5.46M0.0%-2.2%0.464%
1/28/2026 Geneos Wealth Management Inc.3,191$402K0.0%-7.7%0.034%
1/28/2026 Chicago Partners Investment Group LLC58,809$7.89M0.2%-1.9%0.629%
1/28/2026 Kingswood Wealth Advisors LLC1,909$240K0.0%-13.1%0.020%
1/27/2026 PFG Advisors4,142$522K0.0%-20.7%0.044%
1/27/2026 Purus Wealth Management LLC1,897$239K0.1%N/A0.020%
1/26/2026 CWM LLC4,528$570K0.0%-10.1%0.049%
1/23/2026 Farther Finance Advisors LLC2,171$274K0.0%-4.7%0.023%
1/23/2026 Bellevue Asset Management LLC21,388$2.70M1.2%+1.7%0.230%
1/23/2026 FSM Wealth Advisors LLC22,291$2.81M0.4%+8.5%0.240%


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 1,998,166 shares in the last 24 months. This purchase volume represents approximately $249.66M in transactions.

Of the 92 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 624,866 shares in the last 24 months. This volume of shares sold represents approximately $75.27M in transactions.


Related Companies

This page (NASDAQ:FNX) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
Goldman Sachs just told you what to buy (most people missed it)
Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - no...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
I was right about SpaceX
Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,0...
Brownstone Research | Sponsoredtc pixel
I was right about SpaceX. Now here's the part that matters
Goldman Sachs and JP Morgan have already been tied to allocations surrounding the SpaceX deal. When the bigges...
The Oxford Club | Sponsoredtc pixel
Three companies about to leapfrog Nvidia [And transform the entire industry]
Futurist George Gilder - who predicted the smartphone years before the iPhone launched - believes today's AI d...
Eagle Publishing | Sponsoredtc pixel
One algorithm, 17 years, nearly 2,000% total returns
A physicist in Dublin claims his AI algorithm has beaten the market for 17 consecutive years - with nearly 2,0...
Porter & Company | Sponsoredtc pixel