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

First Trust Mid Cap Core AlphaDEX Fund logo
$139.32 +2.51 (+1.83%)
Closing price 05/5/2026 03:59 PM Eastern
Extended Trading
$139.28 -0.04 (-0.03%)
As of 05/5/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
95
Total
Institutional Inflows
(last 12 months)
$236.24M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$103.93M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026D.A. Davidson & CO.44,370$5.69M0.0%-6.2%0.462%
5/5/2026Sanctuary 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%
3/17/2026Rockefeller Capital Management L.P.17,112$2.16M0.0%+196.6%0.183%
3/9/2026Rubicon Advisors GP2,361$297K0.3%N/A0.025%
2/25/2026MidFirst Bank732$92K0.0%N/A0.008%
2/20/2026 Catalyst Investment Management LLC6,372$803K0.8%N/A0.068%
2/18/2026Ameriflex Group Inc.1,661$209K0.1%-27.5%0.018%
2/18/2026NewEdge Advisors LLC10,716$1.35M0.0%+42.0%0.115%
2/18/2026IHT Wealth Management LLC4,602$580K0.0%+5.9%0.049%
2/17/2026Cetera Investment Advisers195,814$24.67M0.0%-0.7%2.094%
2/17/2026Equitable Holdings Inc.9,084$1.14M0.0%+1.9%0.097%
2/17/2026Osaic Holdings Inc.59,544$7.50M0.0%-40.4%0.637%
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%
2/17/2026Royal 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%
2/16/2026Mariner LLC3,389$427K0.0%-8.6%0.036%
2/16/2026Arax Advisory Partners1,101$139K0.0%N/A0.012%
2/13/2026 Kestra Advisory Services LLC77,347$9.74M0.0%-1.3%0.827%
2/13/2026Stifel Financial Corp88,793$11.19M0.0%+1.5%0.950%
2/13/2026Morgan Stanley1,050,519$132.34M0.0%+0.5%11.235%
2/13/2026Wells 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%
2/12/2026Triumph 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%
2/11/2026Meeder Advisory Services Inc.1,599$201K0.0%-17.7%0.017%
2/11/2026RM Financial Services LLC2,000$252K0.2%N/A0.021%
2/11/2026 Janney Montgomery Scott LLC30,722$3.87M0.0%-14.5%0.329%
2/11/2026LPL 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%
2/10/2026Goldman Sachs Group Inc.13,879$1.75M0.0%-49.7%0.148%
2/10/2026Northwestern Mutual Wealth Management Co.73,315$9.24M0.0%+5.8%0.784%
2/9/2026Harbour 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%
2/6/2026Empirical 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%
2/6/2026Larson Financial Group LLC928$117K0.0%-8.7%0.010%
2/6/2026HighTower 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%
2/5/2026Northwestern Mutual Wealth Management Co.1,392,336$175.41M0.1%+1,910.0%14.891%
2/5/2026Western Wealth Management LLC36,820$4.64M0.2%-0.9%0.394%
2/5/2026Allworth Financial LP1,656$209K0.0%-20.3%0.018%
2/5/2026 Proactive Wealth Strategies LLC11,771$1.48M0.6%-2.6%0.126%
2/5/2026Pacific Sun Financial Corp9,244$1.17M0.6%-1.3%0.099%
2/4/2026Ameritas 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%
2/2/2026Benjamin 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%
1/29/2026D.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%
1/29/2026UBS Group AG217,783$27.44M0.0%+1.3%2.329%
1/29/2026Sanctuary Advisors LLC43,359$5.46M0.0%-2.2%0.464%
1/28/2026Geneos 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%
1/27/2026PFG Advisors4,142$522K0.0%-20.7%0.044%
1/27/2026 Purus Wealth Management LLC1,897$239K0.1%N/A0.020%
1/26/2026CWM 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%
1/23/2026 DHJJ Financial Advisors Ltd.10,613$1.34M0.4%-5.1%0.114%
1/22/2026 City Holding Co.725$91K0.0%-12.1%0.008%
1/22/2026 Apollon Wealth Management LLC3,071$387K0.0%-34.6%0.033%
1/21/2026 Crux Wealth Advisors2,627$331K0.1%-65.5%0.028%
1/21/2026 Sound Income Strategies LLC1,385$186K0.0%N/A0.015%
1/21/2026Rathbones Group PLC5,499$693K0.0%+2.4%0.059%
1/20/2026 Stratos Wealth Partners LTD.39,609$4.99M0.1%-1.5%0.426%
1/20/2026 Boyce & Associates Wealth Consulting Inc.1,658$209K0.2%-14.7%0.018%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.1,703$215K0.1%+101.3%0.018%
1/16/2026 Perigon Wealth Management LLC16,911$2.13M0.0%+0.9%0.182%
1/12/2026National Wealth Management Group LLC3,419$431K0.1%-3.4%0.037%


FNX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNX shares?

During the previous two years, 200 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 ($32.93M), 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.

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

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).

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

Institutional investors have bought a total of 1,896,915 shares in the last 24 months. This purchase volume represents approximately $236.24M in transactions.

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

Of the 98 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 ($195.91K), AssuredPartners Investment Advisors LLC ($107.07K), Lakeridge Wealth Management LLC ($54.05K), Bank of America Corp DE ($47.32K), Osaic Holdings Inc. ($43.33K), Benjamin Edwards Inc. ($36.61K), and Atria Investments Inc ($33.56K).

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

Institutional investors have sold a total of 888,021 shares in the last 24 months. This volume of shares sold represents approximately $103.93M in transactions.


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This page (NASDAQ:FNX) was last updated on 5/6/2026 by MarketBeat.com Staff.
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