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

First Trust Mid Cap Core AlphaDEX Fund logo
$115.69 -3.71 (-3.11%)
As of 02/21/2025 03:59 PM Eastern
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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)
91
Total
Institutional Inflows
(last 12 months)
$256.16M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$59.67M
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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
2/19/2025 Three Cord True Wealth Management LLC107,080$12.39M10.7%N/A1.015%
2/19/2025 Richmond Investment Services LLC2,088$242K0.1%N/A0.020%
2/18/2025 GTS Securities LLC29,794$3.45M0.2%-22.2%0.282%
2/18/2025 First Heartland Consultants Inc.4,672$541K0.1%-7.2%0.044%
2/17/2025 Snowden Capital Advisors LLC21,007$2.43M0.1%-1.7%0.199%
2/17/2025 Royal Bank of Canada248,407$28.75M0.0%+8.5%2.355%
2/17/2025 Cornerstone Financial Group LLC NE 1,895$219K0.2%N/A0.018%
2/17/2025 Cetera Investment Advisers169,285$19.59M0.0%+2.2%1.605%
2/17/2025 Citadel Advisors LLC24,801$2.87M0.0%N/A0.235%
2/17/2025 Baird Financial Group Inc.166,236$19.24M0.0%+2.8%1.576%
2/17/2025 Bank of America Corp DE133,345$15.43M0.0%+2.8%1.264%
2/17/2025 Benjamin Edwards Inc.56,031$6.50M0.1%-7.5%0.531%
2/14/2025 Mercer Global Advisors Inc. ADV2,990$346K0.0%+44.1%0.028%
2/14/2025 FAS Wealth Partners Inc.2,186$253K0.0%-8.9%0.021%
2/14/2025 Comerica Bank18,924$2.19M0.0%+1.0%0.179%
2/14/2025 Lido Advisors LLC6,151$712K0.0%N/A0.058%
2/14/2025 Three Seasons Wealth LLC5,978$692K0.3%N/A0.057%
2/14/2025 Integrated Wealth Concepts LLC1,771$205K0.0%N/A0.017%
2/14/2025 Susquehanna International Group LLP34,814$4.03M0.0%+816.2%0.330%
2/14/2025 IHT Wealth Management LLC5,821$674K0.0%-26.0%0.055%
2/14/2025 Stifel Financial Corp86,209$9.98M0.0%-2.2%0.817%
2/14/2025 OneDigital Investment Advisors LLC13,647$1.58M0.0%+6.7%0.129%
2/14/2025 First Trust Advisors LP46,880$5.43M0.0%-4.5%0.444%
2/13/2025 NewEdge Advisors LLC10,629$1.23M0.0%-4.6%0.101%
2/13/2025 Mariner LLC3,823$442K0.0%-5.1%0.036%
2/13/2025 Crux Wealth Advisors27,054$3.13M1.7%N/A0.256%
2/13/2025 Rathbones Group PLC5,431$628K0.0%+3.5%0.051%
2/13/2025 Envestnet Asset Management Inc.20,676$2.39M0.0%-6.2%0.196%
2/13/2025 Wedbush Securities Inc.2,110$244K0.0%-10.5%0.020%
2/13/2025 Wells Fargo & Company MN747,649$86.52M0.0%-0.2%7.087%
2/12/2025 OLD Mission Capital LLC1,811$210K0.0%N/A0.017%
2/12/2025 National Wealth Management Group LLC3,300$382K0.3%+17.1%0.031%
2/12/2025 National Bank of Canada FI197,940$22.91M0.0%+3.1%1.876%
2/12/2025 Transamerica Financial Advisors Inc.11,265$1.30M0.1%-4.3%0.107%
2/12/2025 AssuredPartners Investment Advisors LLC108,171$12.52M2.5%N/A1.025%
2/12/2025 JPMorgan Chase & Co.1,424$165K0.0%+53.1%0.013%
2/12/2025 Morey & Quinn Wealth Partners LLC3,073$356K0.3%N/A0.029%
2/12/2025 Potentia Wealth11,039$1.28M0.6%N/A0.105%
2/11/2025 Woodmont Investment Counsel LLC4,292$497K0.0%+39.7%0.041%
2/11/2025 LPL Financial LLC930,345$107.66M0.0%+3.1%8.818%
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2/11/2025 Virtu Financial LLC6,298$729K0.0%N/A0.060%
2/10/2025 Harbour Investments Inc.10,886$1.26M0.0%-1.7%0.103%
2/10/2025 Commonwealth Equity Services LLC70,307$8.14M0.0%-0.6%0.666%
2/10/2025 Avantax Advisory Services Inc.26,869$3.11M0.0%+1.9%0.255%
2/10/2025 EverSource Wealth Advisors LLC3,484$403K0.0%+28,933.3%0.033%
2/7/2025 PFG Advisors5,522$639K0.0%-2.4%0.052%
2/7/2025 HighTower Advisors LLC129,247$14.96M0.0%-1.2%1.225%
2/7/2025 Independent Advisor Alliance8,257$955K0.0%N/A0.078%
2/7/2025 FWG Holdings LLC40,451$4.81M2.3%+1.6%0.383%
2/7/2025 PNC Financial Services Group Inc.3,468$401K0.0%+9.8%0.033%
2/6/2025 Bellevue Asset Management LLC70,732$8.18M4.2%+0.1%0.670%
2/6/2025 Raymond James Financial Inc.507,963$58.78M0.0%N/A4.815%
2/6/2025 Atria Investments Inc38,917$4.50M0.1%+2.9%0.369%
2/6/2025 Jones Financial Companies Lllp10,458$1.21M0.0%+47.5%0.099%
2/5/2025 SRS Capital Advisors Inc.3,783$438K0.0%N/A0.036%
2/5/2025 Private Trust Co. NA3,648$422K0.0%+22.6%0.035%
2/5/2025 Oppenheimer & Co. Inc.15,136$1.75M0.0%+19.1%0.143%
2/4/2025 Sterling Investment Advisors Ltd.10,195$1.18M0.3%-2.2%0.097%
2/4/2025 IFP Advisors Inc898$104K0.0%-42.5%0.009%
2/4/2025 MONECO Advisors LLC5,401$625K0.1%-27.3%0.051%
2/4/2025 Marshall Investment Management LLC7,523$881K0.5%N/A0.071%
2/3/2025 Sigma Planning Corp5,866$679K0.0%-2.3%0.056%
2/3/2025 Element Wealth LLC3,148$364K0.2%-3.0%0.030%
2/3/2025 Private Advisor Group LLC26,798$3.10M0.0%-0.4%0.254%
1/31/2025 Global Retirement Partners LLC953$110K0.0%+19.0%0.009%
1/31/2025 D.A. Davidson & CO.59,411$6.88M0.1%-5.5%0.563%
1/31/2025 Truist Financial Corp19,118$2.21M0.0%-4.8%0.181%
1/31/2025 Sanctuary Advisors LLC56,404$6.85M0.0%-0.2%0.535%
1/31/2025 J.W. Cole Advisors Inc.1,738$201K0.0%N/A0.016%
1/30/2025 Lakeridge Wealth Management LLC70,906$8.21M4.2%+1.9%0.672%
1/30/2025 Nations Financial Group Inc. IA ADV3,327$385K0.0%-5.8%0.032%
1/30/2025 DHJJ Financial Advisors Ltd.12,386$1.43M0.6%-3.3%0.117%
1/28/2025 Kestra Private Wealth Services LLC40,374$4.67M0.1%-5.5%0.379%
1/28/2025 Stephens Inc. AR11,307$1.31M0.0%-2.1%0.106%
1/28/2025 Kingsview Wealth Management LLC2,418$280K0.0%-34.1%0.023%
1/28/2025 Golden State Wealth Management LLC271$31K0.0%N/A0.003%
1/27/2025 Stratos Wealth Partners LTD.34,019$3.94M0.1%+9.1%0.319%
1/24/2025 GPS Wealth Strategies Group LLC6,449$746K0.1%-2.9%0.061%
1/24/2025 Chicago Partners Investment Group LLC60,268$7.03M0.2%+0.6%0.566%
1/23/2025 American Institute for Advanced Investment Management LLP5,390$624K0.5%-30.6%0.051%
1/22/2025 Kingswood Wealth Advisors LLC1,913$221K0.0%N/A0.018%
1/21/2025 Southland Equity Partners LLC7,327$848K0.2%-1.2%0.069%
1/17/2025 Janney Montgomery Scott LLC54,378$6.29M0.0%-13.5%0.511%
1/16/2025 Pure Financial Advisors LLC2,062$239K0.0%N/A0.019%
1/16/2025 Priebe Wealth Holdings LLC32,404$3.75M2.5%+5.2%0.303%
1/16/2025 Kaydan Wealth Management Inc.13,488$1.56M0.5%-6.8%0.126%
1/15/2025 Empirical Asset Management LLC14,172$1.64M0.0%-9.1%0.132%
12/26/2024 JPMorgan Chase & Co.930$109K0.0%-37.4%0.009%
12/13/2024B. Riley Wealth Advisors Inc.56,319$6.56M0.2%+6.1%0.526%
11/25/2024 Sanctuary Advisors LLC56,541$7.09M0.0%+5.9%0.528%
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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%
(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, 193 institutional investors and hedge funds held shares of First Trust Mid Cap Core AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($107.66M), Wells Fargo & Company MN ($86.52M), Raymond James Financial Inc. ($58.78M), Kestra Advisory Services LLC ($39.19M), Raymond James Financial Services Advisors Inc. ($32.77M), Royal Bank of Canada ($28.75M), and UBS Group AG ($28.05M).Learn more on FNX's institutional investors.

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

Of the 148 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: Raymond James Financial Inc. ($507.96K), International Assets Investment Management LLC ($298.18K), National Bank of Canada FI ($229.96K), Kaydan Wealth Management Inc. ($196.76K), LPL Financial LLC ($166.20K), Kestra Advisory Services LLC ($122.70K), and AssuredPartners Investment Advisors LLC ($108.17K).

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

Institutional investors have bought a total of 3,348,427 shares in the last 24 months. This purchase volume represents approximately $390.04M in transactions.

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

Of the 109 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. ($202.84K), Envestnet Asset Management Inc. ($144.87K), B. Riley Wealth Advisors Inc. ($131.84K), Wells Fargo & Company MN ($105.55K), 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 1,412,817 shares in the last 24 months. This volume of shares sold represents approximately $153.92M in transactions.


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This page (NASDAQ:FNX) was last updated on 2/22/2025 by MarketBeat.com Staff
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