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

First Trust Mid Cap Core AlphaDEX Fund logo
$121.25 +0.20 (+0.17%)
(As of 11/20/2024 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)
76
Total
Institutional Inflows
(last 12 months)
$171.83M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$85.25M
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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
11/15/2024 MML Investors Services LLC8,762$1.03M0.0%-15.5%0.082%
11/15/2024 National Bank of Canada FI191,926$22.48M0.0%+9,554.2%1.794%
11/15/2024 Stifel Financial Corp88,120$10.32M0.0%+0.9%0.824%
11/15/2024 IHT Wealth Management LLC7,867$920K0.0%+14.1%0.074%
11/15/2024 HighTower Advisors LLC130,845$15.33M0.0%-3.4%1.223%
11/15/2024 Benjamin Edwards Inc.60,594$7.11M0.1%N/A0.566%
11/14/2024 Flow Traders U.S. LLC7,837$918K0.0%+20.4%0.073%
11/14/2024 National Wealth Management Group LLC2,819$330K0.2%-29.5%0.026%
11/13/2024 Transamerica Financial Advisors Inc.11,774$1.38M0.1%-10.6%0.110%
11/13/2024 FMR LLC2,648$310K0.0%+8.4%0.025%
11/13/2024 D.A. Davidson & CO.62,883$7.37M0.1%-10.2%0.588%
11/13/2024 Elios Financial Group Inc.2,323$272K0.1%N/A0.022%
11/12/2024 Kingsview Wealth Management LLC3,671$430K0.0%+3.8%0.034%
11/9/2024 LPL Financial LLC902,719$105.75M0.0%+4.9%8.437%
11/8/2024 Moors & Cabot Inc.3,623$424K0.0%-13.1%0.034%
11/8/2024 FWG Holdings LLC39,795$4.67M2.3%+3.7%0.372%
11/8/2024 Prospera Financial Services Inc36,178$4.24M0.1%+5.3%0.338%
11/6/2024 OneDigital Investment Advisors LLC12,788$1.50M0.0%+166.8%0.120%
11/6/2024 Schrum Private Wealth Management LLC2,124$249K0.1%N/A0.020%
11/6/2024 Oppenheimer & Co. Inc.12,711$1.49M0.0%+6.9%0.119%
11/5/2024 First Heartland Consultants Inc.5,036$590K0.1%-86.1%0.047%
11/5/2024 Proactive Wealth Strategies LLC12,796$1.50M0.8%N/A0.120%
11/5/2024 Harbour Investments Inc.11,072$1.30M0.0%-2.4%0.103%
11/5/2024 Apollon Wealth Management LLC4,493$526K0.0%-68.6%0.042%
11/5/2024 Nations Financial Group Inc. IA ADV3,530$414K0.0%-2.5%0.033%
11/4/2024 Sigma Planning Corp6,004$703K0.0%+4.9%0.056%
11/1/2024 Atria Investments Inc37,831$4.43M0.1%+1.3%0.354%
11/1/2024 ABLE Financial Group LLC3,228$378K0.1%+7.1%0.030%
10/31/2024 Woodmont Investment Counsel LLC3,072$360K0.0%+65.3%0.029%
10/31/2024 Cozad Asset Management Inc.14,612$1.71M0.2%-0.9%0.137%
10/31/2024 Concurrent Investment Advisors LLC1,806$212K0.0%-67.5%0.017%
10/30/2024 World Equity Group Inc.3,262$382K0.1%-8.6%0.030%
10/29/2024 Janney Montgomery Scott LLC62,901$7.37M0.0%+6.6%0.588%
10/29/2024 Chicago Partners Investment Group LLC59,909$6.96M0.2%+2.2%0.560%
10/24/2024 Sterling Investment Advisors Ltd.10,420$1.22M0.3%-4.1%0.097%
10/24/2024 Park Edge Advisors LLC3,080$361K0.1%-16.5%0.029%
10/24/2024 Wealth Enhancement Advisory Services LLC9,671$1.13M0.0%+15.8%0.090%
10/23/2024 American Institute for Advanced Investment Management LLP7,764$910K0.6%-3.4%0.072%
10/22/2024 International Assets Investment Management LLC184,607$21.63M0.0%+10,294.5%1.717%
10/22/2024 DHJJ Financial Advisors Ltd.12,803$1.50M0.6%-3.9%0.119%
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10/22/2024 Private Advisor Group LLC26,909$3.15M0.0%-3.1%0.250%
10/19/2024Cedrus LLC3,353$393K0.1%N/A0.031%
10/18/2024Raymond James & Associates206,664$24.21M0.0%-10.0%1.922%
10/17/2024 AlphaMark Advisors LLC890$104K0.0%-14.4%0.008%
10/16/2024 Good Life Advisors LLC2,826$331K0.0%N/A0.026%
10/16/2024 Kowal Investment Group LLC6,440$754K0.1%-6.7%0.060%
10/16/2024 Kaydan Wealth Management Inc.14,465$1.70M0.5%-0.8%0.135%
10/15/2024 NBC Securities Inc.12,791$1.50M0.1%-5.2%0.119%
10/11/2024 Creative Planning6,994$819K0.0%-6.0%0.053%
10/11/2024 Empirical Asset Management LLC15,586$1.83M0.2%+141.7%0.118%
10/10/2024 Priebe Wealth Holdings LLC30,796$3.61M2.6%+6.8%0.233%
10/7/2024 Lakeridge Wealth Management LLC69,606$8.15M4.5%+5.9%0.647%
9/5/2024Sanctuary Advisors LLC53,394$5.76M0.0%N/A0.506%
8/22/2024 Cetera Investment Advisers134,574$14.61M0.0%-3.2%1.276%
8/21/2024 Truist Financial Corp12,887$1.40M0.0%+3.7%0.122%
8/19/2024B. Riley Wealth Advisors Inc.53,104$5.76M0.1%+14.0%0.503%
8/16/2024 NewEdge Advisors LLC11,190$1.21M0.0%-3.6%0.106%
8/16/2024 Northwestern Mutual Wealth Management Co.32,451$3.52M0.0%+27.2%0.308%
8/16/2024 Creative Planning7,442$808K0.0%-3.2%0.071%
8/13/2024 Kowal Investment Group LLC6,902$749K0.1%+2.3%0.065%
8/13/2024Benjamin F. Edwards & Company Inc.59,194$6.42M0.1%-21.8%0.561%
8/12/2024 Concorde Asset Management LLC17,197$1.87M1.2%N/A0.163%
8/10/2024Virtu Financial LLC14,796$1.61M0.1%N/A0.140%
8/9/2024 Moors & Cabot Inc.4,171$453K0.0%-40.3%0.040%
8/8/2024 Envestnet Asset Management Inc.31,584$3.43M0.0%-8.7%0.299%
8/8/2024 LPL Financial LLC860,681$93.41M0.0%+1.3%8.158%
8/7/2024 Ashton Thomas Private Wealth LLC1,632$177K0.0%N/A0.015%
8/5/2024 Private Advisor Group LLC27,760$3.01M0.0%-3.3%0.263%
8/5/2024 Sterling Investment Advisors Ltd.10,865$1.18M0.3%-4.5%0.103%
8/3/2024 National Bank of Canada FI1,988$225K0.0%-96.7%0.019%
8/2/2024Larson Financial Group LLC1,032$112K0.0%+911.8%0.010%
8/1/2024 D.A. Davidson & CO.70,029$7.60M0.1%-9.2%0.664%
7/31/2024 Fortress Wealth Group LLC38,357$4.38M2.1%+1.8%0.364%
7/31/2024 Farther Finance Advisors LLC2,572$276K0.0%-4.6%0.024%
7/31/2024 Bellevue Asset Management LLC70,588$7.65M4.2%-0.2%0.669%
7/31/2024Commonwealth Equity Services LLC57,016$6.19M0.0%-1.2%0.540%
7/31/2024 Concurrent Investment Advisors LLC5,554$603K0.0%N/A0.053%
7/30/2024 International Assets Investment Management LLC1,776$193K0.0%N/A0.017%
7/26/2024 ABLE Financial Group LLC3,014$327K0.1%N/A0.029%
7/26/2024 Harbour Investments Inc.11,350$1.23M0.0%-10.3%0.108%
7/26/2024 Park Edge Advisors LLC3,690$400K0.1%-5.7%0.035%
7/26/2024 Cambridge Investment Research Advisors Inc.121,795$13.22M0.0%+58.0%1.154%
7/25/2024 First Heartland Consultants Inc.36,166$3.93M0.3%-1.6%0.343%
7/24/2024 Gilliland Jeter Wealth Management LLC700$76K0.0%-33.4%0.007%
7/24/2024 LVZ Inc.15,456$1.68M0.2%-2.3%0.147%
7/22/2024 Atria Wealth Solutions Inc.64,024$6.95M0.1%+2,399.0%0.613%
7/20/2024Raymond James Financial Services Advisors Inc.301,936$32.77M0.0%+0.4%2.889%
7/20/2024 Apollon Wealth Management LLC14,308$1.55M0.0%-6.4%0.137%
7/19/2024 MONECO Advisors LLC7,426$806K0.1%-4.4%0.071%
7/19/2024 Western Wealth Management LLC18,656$2.03M0.2%+4.4%0.179%
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7/19/2024Raymond James & Associates229,668$24.93M0.0%+10.0%2.198%
7/19/2024 World Equity Group Inc.3,570$387K0.1%-17.6%0.034%
7/17/2024 Quantum Private Wealth LLC4,670$507K0.2%-7.9%0.045%
7/17/2024 Priebe Wealth Holdings LLC28,830$3.13M2.5%+10.0%0.277%
7/17/2024 AlphaMark Advisors LLC1,040$113K0.0%-47.7%0.010%
7/16/2024 Great Valley Advisor Group Inc.3,230$351K0.0%-11.4%0.031%
7/15/2024 Park National Corp OH11,194$1.22M0.0%-35.8%0.108%
7/13/2024 Keystone Wealth Services LLC8,472$919K0.3%-1.1%0.081%
7/12/2024 DHJJ Financial Advisors Ltd.13,323$1.45M0.6%-15.9%0.127%
7/11/2024 Kaydan Wealth Management Inc.14,581$1.58M0.6%-93.1%0.140%
(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, 175 institutional investors and hedge funds held shares of First Trust Mid Cap Core AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($105.75M), 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 ($24.21M), and National Bank of Canada FI ($22.48M).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: International Assets Investment Management LLC ($300.69K), National Bank of Canada FI ($223.94K), Kaydan Wealth Management Inc. ($216.33K), LPL Financial LLC ($177.36K), Kestra Advisory Services LLC ($122.70K), Baird Financial Group Inc. ($112.99K), and Raymond James & Associates ($82.84K).

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

Institutional investors have bought a total of 2,790,433 shares in the last 24 months. This purchase volume represents approximately $349.92M in transactions.

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

Of the 103 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. ($201.87K), Wells Fargo & Company MN ($173.18K), Envestnet Asset Management Inc. ($143.49K), B. Riley Wealth Advisors Inc. ($133.65K), Raymond James & Associates ($95.26K), Raymond James Financial Services Advisors Inc. ($92.20K), and National Bank of Canada FI ($57.99K).

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

Institutional investors have sold a total of 1,520,948 shares in the last 24 months. This volume of shares sold represents approximately $176.07M in transactions.


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This page (NASDAQ:FNX) was last updated on 11/21/2024 by MarketBeat.com Staff
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