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

$115.12

+1.69 (+1.49%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 82
Total Institutional Inflows (last 12 months): $133.71M

Number of Institutional Sellers (last 12 months): 74
Total Institutional Outflows (last 12 months): $106.23M

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FNX Institutional Buying and Selling by Quarter

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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
7/26/2024	ABLE Financial Group LLC	3,014	$327K	0.1%	N/A	0.029%
7/26/2024	Harbour Investments Inc.	11,350	$1.23M	0.0%	-10.3%	0.108%
7/26/2024	Park Edge Advisors LLC	3,690	$400K	0.1%	-5.7%	0.035%
7/26/2024	Cambridge Investment Research Advisors Inc.	121,795	$13.22M	0.0%	+58.0%	1.154%
7/25/2024	First Heartland Consultants Inc.	36,166	$3.93M	0.3%	-1.6%	0.343%
7/24/2024	Gilliland Jeter Wealth Management LLC	700	$76K	0.0%	-33.4%	0.007%
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7/24/2024	LVZ Inc.	15,456	$1.68M	0.2%	-2.3%	0.147%
7/22/2024	Atria Wealth Solutions Inc.	64,024	$6.95M	0.1%	+2,399.0%	0.613%
7/20/2024	Raymond James Financial Services Advisors Inc.	301,936	$32.77M	0.0%	+0.4%	2.889%
7/20/2024	Apollon Wealth Management LLC	14,308	$1.55M	0.0%	-6.4%	0.137%
7/19/2024	MONECO Advisors LLC	7,426	$806K	0.1%	-4.4%	0.071%
7/19/2024	Western Wealth Management LLC	18,656	$2.03M	0.2%	+4.4%	0.179%
7/19/2024	Raymond James & Associates	229,668	$24.93M	0.0%	+10.0%	2.198%
7/19/2024	World Equity Group Inc.	3,570	$387K	0.1%	-17.6%	0.034%
7/17/2024	Quantum Private Wealth LLC	4,670	$507K	0.2%	-7.9%	0.045%
7/17/2024	Priebe Wealth Holdings LLC	28,830	$3.13M	2.5%	+10.0%	0.277%
7/17/2024	AlphaMark Advisors LLC	1,040	$113K	0.0%	-47.7%	0.010%
7/16/2024	Great Valley Advisor Group Inc.	3,230	$351K	0.0%	-11.4%	0.031%
7/15/2024	Park National Corp OH	11,194	$1.22M	0.0%	-35.8%	0.108%
7/13/2024	Keystone Wealth Services LLC	8,472	$919K	0.3%	-1.1%	0.081%
7/12/2024	DHJJ Financial Advisors Ltd.	13,323	$1.45M	0.6%	-15.9%	0.127%
7/11/2024	Kaydan Wealth Management Inc.	14,581	$1.58M	0.6%	-93.1%	0.140%
7/10/2024	NBC Securities Inc.	13,494	$1.46M	0.1%	-1.1%	0.129%
7/2/2024	GAMMA Investing LLC	927	$101K	0.0%	N/A	0.009%
5/24/2024	Cetera Advisors LLC	100,450	$11.39M	0.1%	+311.4%	0.934%
5/24/2024	Cetera Investment Advisers	138,989	$15.76M	0.0%	+47.9%	1.293%
5/21/2024	Atria Investments Inc	39,379	$4.46M	0.1%	+55.3%	0.366%
5/17/2024	Coppell Advisory Solutions Corp.	2,202	$250K	0.0%	N/A	0.020%
5/16/2024	B. Riley Wealth Advisors Inc.	46,568	$5.28M	0.1%	-37.8%	0.433%
5/15/2024	Kestra Advisory Services LLC	345,678	$39.19M	0.3%	+16.0%	3.216%
5/10/2024	Osaic Holdings Inc.	161,628	$18.33M	0.0%	+2.3%	1.504%
5/9/2024	Kingsview Wealth Management LLC	3,805	$431K	0.0%	+3.4%	0.035%
5/9/2024	Koshinski Asset Management Inc.	1,977	$224K	0.0%	-47.8%	0.018%
5/8/2024	Avantax Advisory Services Inc.	33,086	$3.75M	0.0%	+64.2%	0.309%
5/8/2024	US Bancorp DE	3,609	$409K	0.0%	-6.6%	0.034%
5/6/2024	Envestnet Portfolio Solutions Inc.	4,085	$463K	0.0%	-5.8%	0.038%
5/1/2024	Janney Montgomery Scott LLC	55,133	$6.25M	0.0%	+22.2%	0.513%
4/30/2024	Private Advisor Group LLC	28,706	$3.25M	0.0%	-5.2%	0.267%
4/30/2024	J.W. Cole Advisors Inc.	2,715	$308K	0.0%	-44.4%	0.025%
4/30/2024	Perigon Wealth Management LLC	16,159	$1.83M	0.1%	+0.7%	0.150%
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4/30/2024	Lakeridge Wealth Management LLC	63,847	$7.24M	4.7%	-0.6%	0.594%
4/29/2024	Commonwealth Equity Services LLC	57,696	$6.54M	0.0%	-0.9%	0.537%
4/29/2024	Benjamin F. Edwards & Company Inc.	75,730	$8.59M	0.2%	-1.7%	0.704%
4/26/2024	Bellevue Asset Management LLC	70,732	$8.02M	4.6%	+3.6%	0.661%
4/26/2024	Chicago Partners Investment Group LLC	58,272	$6.29M	0.3%	+1.4%	0.545%
4/26/2024	MONECO Advisors LLC	8,083	$916K	0.1%	-33.2%	0.076%
4/25/2024	Cambridge Investment Research Advisors Inc.	77,099	$8.74M	0.0%	+4.7%	0.721%
4/24/2024	PSI Advisors LLC	458	$52K	0.0%	-46.4%	0.004%
4/23/2024	Raymond James Financial Services Advisors Inc.	300,782	$34.10M	0.1%	+1.1%	2.798%
4/22/2024	Raymond James & Associates	208,853	$23.68M	0.0%	-10.7%	1.943%
4/22/2024	American Institute for Advanced Investment Management LLP	7,692	$872K	0.7%	+8.9%	0.072%
4/18/2024	AlphaMark Advisors LLC	1,990	$226K	0.1%	-88.8%	0.018%
4/16/2024	Wealth Enhancement Advisory Services LLC	8,277	$938K	0.0%	+7.1%	0.077%
4/13/2024	Priebe Wealth Holdings LLC	26,200	$2.97M	2.3%	+3.0%	0.243%
4/12/2024	Kaydan Wealth Management Inc.	211,293	$23.95M	8.2%	+1,353.6%	1.956%
4/11/2024	DHJJ Financial Advisors Ltd.	15,843	$1.80M	0.8%	-2.0%	0.147%
4/5/2024	NBC Securities Inc.	13,639	$1.55M	0.1%	-7.9%	0.127%
4/1/2024	Park National Corp OH	17,443	$1.98M	0.1%	-1.7%	0.162%
3/19/2024	M3 Advisory Group LLC	1,926	$201K	0.2%	N/A	0.018%
3/15/2024	B. Riley Wealth Advisors Inc.	74,888	$7.82M	0.2%	+60.8%	0.697%
3/13/2024	MONECO Advisors LLC	12,100	$1.26M	0.2%	-14.9%	0.113%
2/26/2024	Virtu Financial LLC	23,370	$2.44M	0.2%	N/A	0.217%
2/23/2024	Chicago Partners Investment Group LLC	57,467	$5.86M	0.3%	+2.5%	0.535%
2/15/2024	Comerica Bank	19,584	$2.05M	0.0%	-0.5%	0.182%
2/14/2024	Kestra Advisory Services LLC	297,926	$31.12M	0.3%	-3.6%	2.771%
2/14/2024	Personal CFO Solutions LLC	15,026	$1.57M	0.3%	+11.3%	0.140%
2/14/2024	Westwood Holdings Group Inc.	2,811	$294K	0.0%	-3.4%	0.026%
2/13/2024	Per Stirling Capital Management LLC.	38,208	$3.99M	0.7%	-1.6%	0.355%
2/13/2024	Oppenheimer & Co. Inc.	11,983	$1.25M	0.0%	-4.2%	0.111%
2/13/2024	Tower Research Capital LLC TRC	528	$55K	0.0%	+97.8%	0.005%
2/13/2024	Rathbones Group PLC	3,115	$325K	0.0%	-3.1%	0.029%
2/12/2024	Stifel Financial Corp	107,740	$11.25M	0.0%	+0.5%	1.002%
2/12/2024	Steward Partners Investment Advisory LLC	6,154	$643K	0.0%	-6.8%	0.057%
2/9/2024	Nations Financial Group Inc. IA ADV	3,670	$383K	0.0%	-2.6%	0.034%
2/9/2024	Advisory Services Network LLC	2,145	$224K	0.0%	-11.9%	0.020%
2/9/2024	Cambridge Investment Research Advisors Inc.	73,614	$7.69M	0.0%	-8.3%	0.685%
2/9/2024	Tidemark LLC	2,841	$297K	0.2%	N/A	0.026%
2/9/2024	D.A. Davidson & CO.	73,923	$7.72M	0.1%	-28.7%	0.688%
2/9/2024	Wells Fargo & Company MN	751,618	$78.51M	0.0%	-12.2%	6.992%
2/9/2024	UBS Group AG	268,527	$28.05M	0.0%	+0.3%	2.498%
2/8/2024	First Heartland Consultants Inc.	35,572	$3.72M	0.4%	+23.2%	0.331%
2/8/2024	Kingsview Wealth Management LLC	3,681	$385K	0.0%	-41.8%	0.034%
2/8/2024	Janney Montgomery Scott LLC	45,099	$4.71M	0.0%	-0.8%	0.420%
2/8/2024	Pacific Sun Financial Corp	10,849	$1.13M	0.7%	-3.5%	0.101%
2/8/2024	Pinnacle Wealth Planning Services Inc.	2,097	$219K	0.0%	N/A	0.020%
2/7/2024	Avantax Advisory Services Inc.	20,144	$2.10M	0.0%	-4.1%	0.187%
2/7/2024	NBC Securities Inc.	14,808	$1.55M	0.2%	-5.1%	0.138%
2/7/2024	Principal Securities Inc.	807	$84K	0.0%	N/A	0.008%
2/6/2024	Apollon Wealth Management LLC	17,928	$1.87M	0.1%	-1.3%	0.167%
2/6/2024	Private Advisor Group LLC	30,273	$3.16M	0.0%	+14.5%	0.282%
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2/6/2024	National Bank of Canada FI	34,003	$3.53M	0.0%	N/A	0.316%
2/6/2024	Bellevue Asset Management LLC	68,304	$7.13M	4.3%	+37.7%	0.635%
2/6/2024	Solutions 4 Wealth Ltd	21,389	$2.23M	7.3%	N/A	0.199%
2/6/2024	Benjamin F. Edwards & Company Inc.	77,021	$8.05M	0.2%	-9.7%	0.716%
2/6/2024	Great Valley Advisor Group Inc.	4,450	$464K	0.0%	-15.6%	0.041%
2/6/2024	Howe & Rusling Inc.	2,121	$222K	0.0%	N/A	0.020%
2/5/2024	MONECO Advisors LLC	12,100	$1.26M	0.2%	-14.9%	0.113%
2/5/2024	Cozad Asset Management Inc.	14,745	$1.54M	0.2%	-1.5%	0.137%
2/5/2024	Kestra Private Wealth Services LLC	52,311	$5.46M	0.1%	-4.2%	0.487%
2/2/2024	Golden State Equity Partners	54,834	$5.73M	1.4%	-32.4%	0.510%

(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, 166 institutional investors and hedge funds held shares of First Trust Mid Cap Core AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($80.41M), Wells Fargo & Company MN ($78.51M), Kestra Advisory Services LLC ($39.19M), Raymond James Financial Services Advisors Inc. ($32.77M), UBS Group AG ($28.05M), Raymond James & Associates ($24.93M), and Osaic Holdings Inc. ($18.33M).Learn more on FNX's institutional investors.
Which institutional investors have been buying First Trust Mid Cap Core AlphaDEX Fund stock?: Of the 134 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: Kaydan Wealth Management Inc. ($216.33K), LPL Financial LLC ($173.68K), Kestra Advisory Services LLC ($145.18K), International Assets Investment Management LLC ($116.08K), Baird Financial Group Inc. ($112.99K), Raymond James & Associates ($107.95K), and Cambridge Investment Research Advisors Inc. ($96.03K).
How much institutional buying is happening at First Trust Mid Cap Core AlphaDEX Fund?: Institutional investors have bought a total of 2,539,723 shares in the last 24 months. This purchase volume represents approximately $340.62M in transactions.

Which First Trust Mid Cap Core AlphaDEX Fund major shareholders have been selling company stock?: Of the 102 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: Kaydan Wealth Management Inc. ($201.75K), Wells Fargo & Company MN ($173.18K), Envestnet Asset Management Inc. ($140.48K), B. Riley Wealth Advisors Inc. ($133.65K), Raymond James Financial Services Advisors Inc. ($92.20K), Raymond James & Associates ($72.26K), and First Trust Advisors LP ($42.56K).
How much institutional selling is happening at First Trust Mid Cap Core AlphaDEX Fund?: Institutional investors have sold a total of 1,390,951 shares in the last 24 months. This volume of shares sold represents approximately $164.07M in transactions.