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S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)

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

$105.82
+0.64 (+0.61%)
(As of 02/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$162.51 M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$118.78 M
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FNX Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/23/2024Chicago Partners Investment Group LLC57,467$5.86M0.3%+2.5%0.535%
2/16/2024Harbour Investments Inc.4,112$0.43M0.0%+4.2%0.038%
2/15/2024Mercer Global Advisors Inc. ADV6,003$0.63M0.0%N/A0.056%
2/15/2024Virtue Capital Management LLC5,401$0.55M0.1%+13.8%0.050%
2/15/2024Baird Financial Group Inc.174,815$18.26M0.0%+4.9%1.626%
2/15/2024Citadel Advisors LLC23,116$2.41M0.0%N/A0.215%
2/15/2024Comerica Bank19,584$2.05M0.0%-0.5%0.182%
2/14/2024Royal Bank of Canada248,493$25.96M0.0%-1.5%2.312%
2/14/2024Kestra Advisory Services LLC297,926$31.12M0.3%-3.6%2.771%
2/14/2024Creative Planning8,505$0.89M0.0%+6.9%0.079%
2/14/2024Personal CFO Solutions LLC15,026$1.57M0.3%+11.3%0.140%
2/14/2024Westwood Holdings Group Inc.2,811$0.29M0.0%-3.4%0.026%
2/13/2024Envestnet Asset Management Inc.35,346$3.69M0.0%-39.7%0.329%
2/13/2024Cetera Advisor Networks LLC23,697$2.48M0.0%-1.5%0.220%
2/13/2024Per Stirling Capital Management LLC.38,208$3.99M0.7%-1.6%0.355%
2/13/2024Oppenheimer & Co. Inc.11,983$1.25M0.0%-4.2%0.111%
2/13/2024Tower Research Capital LLC TRC 528$55K0.0%+97.8%0.005%
2/13/2024First Trust Advisors LP39,995$4.18M0.0%-22.9%0.372%
2/13/2024Rathbones Group PLC3,115$0.33M0.0%-3.1%0.029%
2/12/2024Stifel Financial Corp107,740$11.25M0.0%+0.5%1.002%
2/12/2024Steward Partners Investment Advisory LLC6,154$0.64M0.0%-6.8%0.057%
2/9/2024Nations Financial Group Inc. IA ADV3,670$0.38M0.0%-2.6%0.034%
2/9/2024Advisory Services Network LLC2,145$0.22M0.0%-11.9%0.020%
2/9/2024Cambridge Investment Research Advisors Inc.73,614$7.69M0.0%-8.3%0.685%
2/9/2024Tidemark LLC2,841$0.30M0.2%N/A0.026%
2/9/2024D.A. Davidson & CO.73,923$7.72M0.1%-28.7%0.688%
2/9/2024Wells Fargo & Company MN751,618$78.51M0.0%-12.2%6.992%
2/9/2024UBS Group AG268,527$28.05M0.0%+0.3%2.498%
2/8/2024First Heartland Consultants Inc.35,572$3.72M0.4%+23.2%0.331%
2/8/2024Kingsview Wealth Management LLC3,681$0.39M0.0%-41.8%0.034%
2/8/2024Janney Montgomery Scott LLC45,099$4.71M0.0%-0.8%0.420%
2/8/2024Pacific Sun Financial Corp10,849$1.13M0.7%-3.5%0.101%
2/8/2024Pinnacle Wealth Planning Services Inc.2,097$0.22M0.0%N/A0.020%
2/7/2024Avantax Advisory Services Inc.20,144$2.10M0.0%-4.1%0.187%
2/7/2024NBC Securities Inc.14,808$1.55M0.2%-5.1%0.138%
2/7/2024Principal Securities Inc.807$84K0.0%N/A0.008%
2/6/2024Apollon Wealth Management LLC17,928$1.87M0.1%-1.3%0.167%
2/6/2024Private Advisor Group LLC30,273$3.16M0.0%+14.5%0.282%
2/6/2024National Bank of Canada FI34,003$3.53M0.0%N/A0.316%
2/6/2024Bellevue Asset Management LLC68,304$7.13M4.3%+37.7%0.635%
2/6/2024Solutions 4 Wealth Ltd21,389$2.23M7.3%N/A0.199%
2/6/2024Benjamin F. Edwards & Company Inc.77,021$8.05M0.2%-9.7%0.716%
2/6/2024Great Valley Advisor Group Inc.4,450$0.46M0.0%-15.6%0.041%
2/6/2024Howe & Rusling Inc.2,121$0.22M0.0%N/A0.020%
2/5/2024MONECO Advisors LLC12,100$1.26M0.2%-14.9%0.113%
2/5/2024Cozad Asset Management Inc.14,745$1.54M0.2%-1.5%0.137%
2/5/2024Kestra Private Wealth Services LLC52,311$5.46M0.1%-4.2%0.487%
2/2/2024Golden State Equity Partners54,834$5.73M1.4%-32.4%0.510%
2/2/2024Truist Financial Corp14,075$1.47M0.0%-0.9%0.131%
2/2/2024Atria Wealth Solutions Inc.5,467$0.57M0.0%-19.9%0.051%
2/2/2024BKA Wealth Consulting Inc.2,135$0.22M0.3%N/A0.020%
2/1/2024Element Wealth LLC3,678$0.38M0.2%-4.9%0.035%
2/1/2024National Wealth Management Group LLC4,331$0.45M0.4%+49.0%0.041%
2/1/2024CWM LLC8,755$0.91M0.0%-11.7%0.082%
1/31/2024J.W. Cole Advisors Inc.4,886$0.51M0.0%-67.2%0.046%
1/31/2024Western Wealth Management LLC22,034$2.30M0.2%+5.1%0.207%
1/30/2024Quantum Private Wealth LLC5,069$0.53M0.2%-5.6%0.048%
1/30/2024DHJJ Financial Advisors Ltd.16,164$1.69M0.8%-3.2%0.152%
1/29/2024Koshinski Asset Management Inc.3,790$0.40M0.1%N/A0.036%
1/29/2024Perigon Wealth Management LLC16,044$1.68M0.1%-2.6%0.151%
1/26/2024Priebe Wealth Holdings LLC25,434$2.66M2.2%N/A0.239%
1/25/2024International Assets Investment Management LLC56,784$5.93M0.0%N/A0.533%
1/24/2024Stratos Wealth Partners LTD.27,347$2.86M0.1%+4.0%0.257%
1/24/2024Allworth Financial LP2,068$0.22M0.0%-14.0%0.019%
1/24/2024International Assets Investment Management LLC56,784$5.93M0.0%N/A0.533%
1/23/2024LVZ Inc.40,164$4.20M0.6%-10.8%0.377%
1/23/2024American Institute for Advanced Investment Management LLP7,065$0.74M0.7%-6.5%0.066%
1/22/2024Kowal Investment Group LLC6,737$0.70M0.2%-1.8%0.063%
1/19/2024PFG Advisors6,534$0.68M0.1%+6.1%0.061%
1/19/2024AlphaMark Advisors LLC17,774$1.86M0.7%+30.6%0.167%
1/18/2024Well Done LLC4,262$0.45M0.1%N/A0.040%
1/17/2024Keystone Wealth Services LLC8,633$0.90M0.3%-11.6%0.081%
1/16/2024Raymond James Financial Services Advisors Inc.297,473$31.07M0.1%-2.1%2.793%
1/16/2024Kaydan Wealth Management Inc.14,536$1.52M0.6%-3.5%0.136%
1/16/2024Raymond James & Associates233,775$24.42M0.0%+2.7%2.195%
1/12/2024Fortress Wealth Group LLC36,990$3.80M2.3%-49.0%0.346%
1/11/2024BKM Wealth Management LLC1,773$0.19M0.0%N/A0.017%
1/11/2024BKM Wealth Management LLC1,773$0.19M0.0%N/A0.017%
1/9/2024Southland Equity Partners LLC7,498$0.78M0.2%+3.4%0.070%
1/2/2024Park National Corp OH17,743$1.85M0.1%-1.7%0.164%
1/2/2024Anchor Investment Management LLC273$29K0.0%N/A0.003%
12/1/2023B. Riley Wealth Advisors Inc.46,568$4.29M0.1%-49.8%0.431%
11/21/2023Comerica Bank19,681$1.81M0.0%N/A0.182%
11/16/2023Creative Planning7,958$0.73M0.0%+186.4%0.074%
11/16/2023GTS Securities LLC7,128$0.66M0.0%N/A0.066%
11/16/2023Belpointe Asset Management LLC2,320$0.21M0.0%N/A0.021%
11/16/2023Morgan Stanley1,225,297$112.85M0.0%+0.2%11.345%
11/15/2023Integrated Wealth Concepts LLC16,009$1.47M0.0%-2.4%0.148%
11/15/2023Townsquare Capital LLC2,708$0.25M0.0%N/A0.025%
11/15/2023Royal Bank of Canada252,224$23.23M0.0%-13.6%2.335%
11/15/2023KPP Advisory Services LLC3,493$0.32M0.1%N/A0.032%
11/14/2023Per Stirling Capital Management LLC.38,815$3.58M0.7%+7.5%0.359%
11/14/2023Tower Research Capital LLC TRC 267$25K0.0%N/A0.002%
11/13/2023Personal CFO Solutions LLC13,501$1.24M0.2%+33.5%0.125%
11/13/2023Stifel Financial Corp107,169$9.87M0.0%+35.5%0.992%
11/13/2023LPL Financial LLC873,087$80.41M0.1%+0.6%8.084%
11/13/2023Envestnet Asset Management Inc.58,586$5.40M0.0%+53.7%0.542%
11/13/2023Envestnet Portfolio Solutions Inc.4,339$0.40M0.0%N/A0.040%
11/13/2023Kestra Advisory Services LLC309,072$28.47M0.3%+32.0%2.862%
11/9/2023First Heartland Consultants Inc.28,873$2.66M0.3%+6.0%0.267%
(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, 190 institutional investors and hedge funds held shares of First Trust Mid Cap Core AlphaDEX Fund. The most heavily invested institutionals were Morgan Stanley ($112.85M), LPL Financial LLC ($80.41M), Wells Fargo & Company MN ($78.51M), Kestra Advisory Services LLC ($31.12M), Raymond James Financial Services Advisors Inc. ($31.07M), UBS Group AG ($28.05M), and Royal Bank of Canada ($25.96M).Learn more on FNX's institutional investors.

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

Of the 168 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: LPL Financial LLC ($0.17M), Baird Financial Group Inc. ($0.12M), International Assets Investment Management LLC ($0.12M), Golden State Equity Partners ($0.11M), Wells Fargo & Company MN ($0.11M), Raymond James & Associates ($0.10M), and Kestra Advisory Services LLC ($0.10M).

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

Institutional investors have bought a total of 2,830,165 shares in the last 24 months. This purchase volume represents approximately $418.64M in transactions.

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

Of the 113 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: Wells Fargo & Company MN ($0.17M), Envestnet Asset Management Inc. ($0.16M), B. Riley Wealth Advisors Inc. ($0.11M), Raymond James Financial Services Advisors Inc. ($92.20K), First Trust Advisors LP ($56.74K), Raymond James & Associates ($47.34K), and Bank of America Corp DE ($46.87K).

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

Institutional investors have sold a total of 1,424,036 shares in the last 24 months. This volume of shares sold represents approximately $183.57M in transactions.


This page (NASDAQ:FNX) was last updated on 2/23/2024 by MarketBeat.com Staff