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

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$107.83
+0.54 (+0.50%)
(As of 04/26/2024 ET)
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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)
88
Total
Institutional Inflows
(last 12 months)
$150.74M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$90.87M
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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
4/26/2024Chicago Partners Investment Group LLC58,272$6.29M0.3%+1.4%0.545%
4/26/2024MONECO Advisors LLC8,083$916K0.1%-33.2%0.076%
4/25/2024 Cambridge Investment Research Advisors Inc.77,099$8.74M0.0%+4.7%0.721%
4/24/2024 PSI Advisors LLC458$52K0.0%-46.4%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.300,782$34.10M0.1%+1.1%2.798%
4/22/2024 Raymond James & Associates208,853$23.68M0.0%-10.7%1.943%
4/22/2024 American Institute for Advanced Investment Management LLP7,692$872K0.7%+8.9%0.072%
4/18/2024 AlphaMark Advisors LLC1,990$226K0.1%-88.8%0.018%
4/16/2024 Wealth Enhancement Advisory Services LLC8,277$938K0.0%+7.1%0.077%
4/13/2024 Priebe Wealth Holdings LLC26,200$2.97M2.3%+3.0%0.243%
4/12/2024 Kaydan Wealth Management Inc.211,293$23.95M8.2%+1,353.6%1.956%
4/11/2024 DHJJ Financial Advisors Ltd.15,843$1.80M0.8%-2.0%0.147%
4/5/2024 NBC Securities Inc.13,639$1.55M0.1%-7.9%0.127%
4/1/2024 Park National Corp OH17,443$1.98M0.1%-1.7%0.162%
3/19/2024M3 Advisory Group LLC1,926$201K0.2%N/A0.018%
3/15/2024B. Riley Wealth Advisors Inc.74,888$7.82M0.2%+60.8%0.697%
3/13/2024MONECO Advisors LLC12,100$1.26M0.2%-14.9%0.113%
2/26/2024Virtu Financial LLC23,370$2.44M0.2%N/A0.217%
2/23/2024Chicago Partners Investment Group LLC57,467$5.86M0.3%+2.5%0.535%
2/15/2024Comerica Bank19,584$2.05M0.0%-0.5%0.182%
2/14/2024Kestra Advisory Services LLC297,926$31.12M0.3%-3.6%2.771%
2/14/2024Personal CFO Solutions LLC15,026$1.57M0.3%+11.3%0.140%
2/14/2024Westwood Holdings Group Inc.2,811$294K0.0%-3.4%0.026%
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%
2/13/2024Rathbones Group PLC3,115$325K0.0%-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$643K0.0%-6.8%0.057%
2/9/2024 Nations Financial Group Inc. IA ADV3,670$383K0.0%-2.6%0.034%
2/9/2024Advisory Services Network LLC2,145$224K0.0%-11.9%0.020%
2/9/2024 Cambridge Investment Research Advisors Inc.73,614$7.69M0.0%-8.3%0.685%
2/9/2024Tidemark LLC2,841$297K0.2%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$385K0.0%-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%
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2/8/2024Pinnacle Wealth Planning Services Inc.2,097$219K0.0%N/A0.020%
2/7/2024Avantax Advisory Services Inc.20,144$2.10M0.0%-4.1%0.187%
2/7/2024 NBC 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$464K0.0%-15.6%0.041%
2/6/2024Howe & Rusling Inc.2,121$222K0.0%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$571K0.0%-19.9%0.051%
2/2/2024 BKA Wealth Consulting Inc.2,135$223K0.3%N/A0.020%
2/1/2024Element Wealth LLC3,678$384K0.2%-4.9%0.035%
2/1/2024National Wealth Management Group LLC4,331$452K0.4%+49.0%0.041%
2/1/2024 CWM LLC8,755$914K0.0%-11.7%0.082%
1/31/2024J.W. Cole Advisors Inc.4,886$510K0.0%-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$529K0.2%-5.6%0.048%
1/30/2024 DHJJ Financial Advisors Ltd.16,164$1.69M0.8%-3.2%0.152%
1/29/2024Koshinski Asset Management Inc.3,790$396K0.1%N/A0.036%
1/29/2024Perigon Wealth Management LLC16,044$1.68M0.1%-2.6%0.151%
1/26/2024 Priebe Wealth Holdings LLC25,434$2.66M2.2%N/A0.239%
1/25/2024 International Assets Investment Management LLC56,784$5.93M0.0%N/A0.533%
1/24/2024 Stratos Wealth Partners LTD.27,347$2.86M0.1%+4.0%0.257%
1/24/2024Allworth Financial LP2,068$216K0.0%-14.0%0.019%
1/24/2024 International Assets Investment Management LLC56,784$5.93M0.0%N/A0.533%
1/23/2024 LVZ Inc.40,164$4.20M0.6%-10.8%0.377%
1/23/2024 American Institute for Advanced Investment Management LLP7,065$738K0.7%-6.5%0.066%
1/22/2024 Kowal Investment Group LLC6,737$704K0.2%-1.8%0.063%
1/19/2024PFG Advisors6,534$683K0.1%+6.1%0.061%
1/19/2024 AlphaMark Advisors LLC17,774$1.86M0.7%+30.6%0.167%
1/18/2024 Well Done LLC4,262$445K0.1%N/A0.040%
1/17/2024 Keystone Wealth Services LLC8,633$902K0.3%-11.6%0.081%
1/16/2024 Raymond James Financial Services Advisors Inc.297,473$31.07M0.1%-2.1%2.793%
1/16/2024 Kaydan Wealth Management Inc.14,536$1.52M0.6%-3.5%0.136%
1/16/2024 Raymond James & Associates233,775$24.42M0.0%+2.7%2.195%
1/12/2024Fortress Wealth Group LLC36,990$3.80M2.3%-49.0%0.346%
1/11/2024 BKM Wealth Management LLC1,773$185K0.0%N/A0.017%
1/11/2024 BKM Wealth Management LLC1,773$185K0.0%N/A0.017%
1/9/2024 Southland Equity Partners LLC7,498$783K0.2%+3.4%0.070%
1/2/2024 Park 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%
The Next Step of Their Control Is Here … (Ad)

Earlier this week, Section 702 of the Foreign Intelligence Surveillance Act (FISA) was renewed for an additional two years. What does this mean? It means the government has more time — and more ways — to surveil and control you.

4 simple steps to protect your privacy and money before it’s too late.
11/16/2023Belpointe Asset Management LLC2,320$214K0.0%N/A0.021%
11/15/2023Integrated Wealth Concepts LLC16,009$1.47M0.0%-2.4%0.148%
11/15/2023KPP Advisory Services LLC3,493$322K0.1%N/A0.032%
11/14/2023Per Stirling Capital Management LLC.38,815$3.58M0.7%+7.5%0.359%
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$400K0.0%N/A0.040%
11/13/2023Kestra Advisory Services LLC309,072$28.47M0.3%+32.0%2.862%
(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), Raymond James Financial Services Advisors Inc. ($34.10M), Kestra Advisory Services LLC ($31.12M), UBS Group AG ($28.05M), Kaydan Wealth Management Inc. ($23.95M), and Raymond James & Associates ($23.68M).Learn more on FNX's institutional investors.

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

Of the 140 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), International Assets Investment Management LLC ($116.08K), Baird Financial Group Inc. ($112.99K), Golden State Equity Partners ($108.14K), Raymond James & Associates ($102.94K), and Kestra Advisory Services LLC ($102.78K).

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

Institutional investors have bought a total of 2,449,783 shares in the last 24 months. This purchase volume represents approximately $352.02M in transactions.

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

Of the 101 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 ($173.18K), Envestnet Asset Management Inc. ($140.48K), B. Riley Wealth Advisors Inc. ($105.33K), Raymond James Financial Services Advisors Inc. ($92.20K), Raymond James & Associates ($72.26K), First Trust Advisors LP ($42.56K), and Fortress Wealth Group LLC ($35.53K).

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

Institutional investors have sold a total of 1,218,049 shares in the last 24 months. This volume of shares sold represents approximately $151.04M in transactions.


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This page (NASDAQ:FNX) was last updated on 4/26/2024 by MarketBeat.com Staff

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