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

First Trust Mid Cap Core AlphaDEX Fund logo
$117.36 +0.93 (+0.80%)
As of 12:34 PM 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)
98
Total
Institutional Inflows
(last 12 months)
$223.73M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$67.18M
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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
7/16/2025Perigon Wealth Management LLC16,882$1.94M0.0%-0.6%0.173%
7/15/2025 LVZ Inc.16,275$1.87M0.2%+0.7%0.167%
7/15/2025 Farrell Financial LLC1,778$204K0.1%N/A0.018%
7/11/2025 Farther Finance Advisors LLC2,406$276K0.0%-7.9%0.025%
7/11/2025 Kaydan Wealth Management Inc.12,849$1.48M0.5%-1.1%0.131%
7/10/2025 Three Seasons Wealth LLC4,809$552K0.1%-13.4%0.049%
7/9/2025 Keystone Wealth Services LLC8,187$940K0.2%-2.2%0.084%
7/8/2025 NBC Securities Inc.15,807$1.82M0.1%+29.2%0.161%
7/7/2025 Park Edge Advisors LLC2,871$330K0.1%-5.4%0.029%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.7,854$902K0.1%N/A0.080%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC4,804$552K0.3%-2.2%0.049%
7/1/2025 Park National Corp OH10,919$1.25M0.0%+0.8%0.111%
5/28/2025Anderson Financial Strategies LLC500$54K0.0%N/A0.005%
5/28/2025Intrua Financial LLC1,920$209K0.0%-11.2%0.019%
5/19/2025Jane Street Group LLC2,454$267K0.0%N/A0.024%
5/16/2025Jones Financial Companies Lllp6,124$667K0.0%-41.4%0.061%
5/16/2025NewEdge Advisors LLC10,098$1.10M0.0%-5.0%0.100%
5/15/2025Royal Bank of Canada232,620$25.35M0.0%-6.4%2.315%
5/15/2025Baird Financial Group Inc.164,302$17.91M0.0%-1.2%1.635%
5/14/2025Per Stirling Capital Management LLC.64,971$7.08M1.0%+4.1%0.646%
5/14/2025Comerica Bank19,440$2.12M0.0%+2.7%0.193%
5/14/2025Northwestern Mutual Wealth Management Co.47,748$5.20M0.0%+27.7%0.475%
5/14/2025Kestra Advisory Services LLC192,188$20.95M0.1%+2.4%1.912%
5/13/2025Raymond James Financial Inc.508,985$55.47M0.0%+0.2%5.065%
5/13/2025HighTower Advisors LLC124,258$13.54M0.0%-3.9%1.236%
5/12/2025Benjamin Edwards Inc.36,716$4.00M0.1%-34.5%0.365%
5/12/2025Condor Capital Management2,918$318K0.0%-26.6%0.029%
5/12/2025National Bank of Canada FI2,026$223K0.0%-99.0%0.020%
5/12/2025Potentia Wealth10,442$1.14M0.5%-5.4%0.104%
5/9/2025Westwood 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%
5/9/2025PNC Financial Services Group Inc.3,359$366K0.0%-3.1%0.033%
5/8/2025Harbour Investments Inc.11,951$1.30M0.0%+9.8%0.119%
5/7/2025LPL Financial LLC911,833$99.37M0.0%-2.0%9.073%
5/7/2025First Heartland Consultants Inc.3,984$434K0.0%-14.7%0.040%
5/6/2025Cetera Investment Advisers170,443$18.58M0.0%+0.7%1.696%
5/6/2025Avantax Advisory Services Inc.27,126$2.96M0.0%+1.0%0.270%
5/5/2025BKM Wealth Management LLC1,806$197K0.1%-8.0%0.018%
5/5/2025Aspen Capital Management LLC2,084$227K0.1%N/A0.021%
5/5/2025Kestra Private Wealth Services LLC39,931$4.35M0.1%-1.1%0.397%
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5/5/2025Private Advisor Group LLC25,721$2.80M0.0%-4.0%0.256%
5/2/2025Independent Wealth Network Inc.3,870$422K0.2%-3.3%0.039%
5/2/2025Kingsview Wealth Management LLC2,282$249K0.0%-5.6%0.023%
5/2/2025FWG Holdings LLC39,917$4.22M2.1%-1.3%0.401%
5/2/2025Apollon Wealth Management LLC4,700$512K0.0%+4.2%0.047%
5/2/2025Sigma Planning Corp2,574$281K0.0%-56.1%0.026%
5/1/2025Stephens Inc. AR11,159$1.22M0.0%-1.3%0.112%
5/1/2025BankPlus Trust Department290$32K0.0%N/A0.003%
4/30/2025Stratos Wealth Partners LTD.38,531$4.20M0.1%+13.3%0.387%
4/29/2025Envestnet Asset Management Inc.19,638$2.14M0.0%-5.0%0.197%
4/29/2025HM Payson & Co.1,737$189K0.0%-22.4%0.017%
4/28/2025D.A. Davidson & CO.56,967$6.21M0.0%-4.1%0.573%
4/28/2025Bellevue Asset Management LLC24,073$2.62M1.4%-66.0%0.242%
4/28/2025Private Trust Co. NA2,864$312K0.0%-21.5%0.029%
4/23/2025Western Wealth Management LLC35,078$3.82M0.3%+2.1%0.349%
4/23/2025Golden State Wealth Management LLC576$63K0.0%+112.5%0.006%
4/23/2025Proactive Wealth Strategies LLC12,198$1.33M0.7%-4.7%0.121%
4/23/2025AssuredPartners Investment Advisors LLC117,645$12.82M2.5%+8.8%1.171%
4/22/2025Three Cord True Wealth Management LLC111,326$12.13M10.4%+4.0%1.108%
4/22/2025Cambridge 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%
4/22/2025Woodmont 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%
4/17/2025Janney 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%
4/17/2025American Institute for Advanced Investment Management LLP3,280$357K0.3%-39.1%0.033%
4/16/2025Lakeridge 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%
4/14/2025Priebe Wealth Holdings LLC18,033$1.97M1.2%-44.3%0.179%
4/9/2025RFG 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%
2/19/2025Three 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%
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%
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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%
2/14/2025 Three 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%
2/14/2025OneDigital 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%
(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, 192 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 First Trust Mid Cap Core AlphaDEX Fund's institutional investors.

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

Of the 147 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: 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 1,952,355 shares in the last 24 months. This purchase volume represents approximately $223.73M in transactions.

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

Of the 81 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: National Bank of Canada FI ($253.91K), Bellevue Asset Management LLC ($46.80K), First Heartland Consultants Inc. ($32.76K), Benjamin Edwards Inc. ($23.88K), Raymond James & Associates ($23.00K), D.A. Davidson & CO. ($20.13K), and B. Riley Wealth Advisors Inc. ($19.25K).

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

Institutional investors have sold a total of 605,596 shares in the last 24 months. This volume of shares sold represents approximately $67.18M in transactions.


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This page (NASDAQ:FNX) was last updated on 7/17/2025 by MarketBeat.com Staff
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