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

First Trust Mid Cap Core AlphaDEX Fund logo
$121.93 +1.72 (+1.43%)
As of 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)
71
Total
Institutional Inflows
(last 12 months)
$171.01M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$77.76M
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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
1/21/2025Southland 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%
12/26/2024JPMorgan 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%
11/25/2024Sanctuary Advisors LLC56,541$7.09M0.0%+5.9%0.528%
11/15/2024MML Investors Services LLC8,762$1.03M0.0%-15.5%0.082%
11/15/2024National Bank of Canada FI191,926$22.48M0.0%+9,554.2%1.794%
11/15/2024Stifel Financial Corp88,120$10.32M0.0%+0.9%0.824%
11/15/2024IHT Wealth Management LLC7,867$920K0.0%+14.1%0.074%
11/15/2024HighTower Advisors LLC130,845$15.33M0.0%-3.4%1.223%
11/15/2024Benjamin Edwards Inc.60,594$7.11M0.1%N/A0.566%
11/14/2024Flow Traders U.S. LLC7,837$918K0.0%+20.4%0.073%
11/14/2024National Wealth Management Group LLC2,819$330K0.2%-29.5%0.026%
11/13/2024Transamerica Financial Advisors Inc.11,774$1.38M0.1%-10.6%0.110%
11/13/2024FMR LLC2,648$310K0.0%+8.4%0.025%
11/13/2024D.A. Davidson & CO.62,883$7.37M0.1%-10.2%0.588%
11/13/2024Elios Financial Group Inc.2,323$272K0.1%N/A0.022%
11/12/2024Kingsview Wealth Management LLC3,671$430K0.0%+3.8%0.034%
11/9/2024LPL Financial LLC902,719$105.75M0.0%+4.9%8.437%
11/8/2024Moors & Cabot Inc.3,623$424K0.0%-13.1%0.034%
11/8/2024FWG Holdings LLC39,795$4.67M2.3%+3.7%0.372%
11/8/2024Prospera Financial Services Inc36,178$4.24M0.1%+5.3%0.338%
11/6/2024OneDigital Investment Advisors LLC12,788$1.50M0.0%+166.8%0.120%
11/6/2024Schrum Private Wealth Management LLC2,124$249K0.1%N/A0.020%
11/6/2024Oppenheimer & Co. Inc.12,711$1.49M0.0%+6.9%0.119%
11/5/2024First Heartland Consultants Inc.5,036$590K0.1%-86.1%0.047%
11/5/2024Proactive Wealth Strategies LLC12,796$1.50M0.8%N/A0.120%
11/5/2024Harbour Investments Inc.11,072$1.30M0.0%-2.4%0.103%
11/5/2024Apollon Wealth Management LLC4,493$526K0.0%-68.6%0.042%
11/5/2024Nations Financial Group Inc. IA ADV3,530$414K0.0%-2.5%0.033%
11/4/2024Sigma Planning Corp6,004$703K0.0%+4.9%0.056%
11/1/2024Atria Investments Inc37,831$4.43M0.1%+1.3%0.354%
11/1/2024ABLE Financial Group LLC3,228$378K0.1%+7.1%0.030%
10/31/2024Woodmont Investment Counsel LLC3,072$360K0.0%+65.3%0.029%
10/31/2024Cozad Asset Management Inc.14,612$1.71M0.2%-0.9%0.137%
10/31/2024Concurrent Investment Advisors LLC1,806$212K0.0%-67.5%0.017%
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10/30/2024World 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%
10/29/2024Chicago Partners Investment Group LLC59,909$6.96M0.2%+2.2%0.560%
10/24/2024Sterling Investment Advisors Ltd.10,420$1.22M0.3%-4.1%0.097%
10/24/2024Park 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%
10/23/2024American 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%
10/22/2024DHJJ Financial Advisors Ltd.12,803$1.50M0.6%-3.9%0.119%
10/22/2024Private 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%
10/17/2024AlphaMark Advisors LLC890$104K0.0%-14.4%0.008%
10/16/2024Good Life Advisors LLC2,826$331K0.0%N/A0.026%
10/16/2024Kowal 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%
10/15/2024NBC Securities Inc.12,791$1.50M0.1%-5.2%0.119%
10/11/2024Creative 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%
10/7/2024Lakeridge Wealth Management LLC69,606$8.15M4.5%+5.9%0.647%
9/5/2024Sanctuary Advisors LLC53,394$5.76M0.0%N/A0.506%
8/22/2024Cetera Investment Advisers134,574$14.61M0.0%-3.2%1.276%
8/21/2024Truist 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%
8/16/2024NewEdge Advisors LLC11,190$1.21M0.0%-3.6%0.106%
8/16/2024Northwestern Mutual Wealth Management Co.32,451$3.52M0.0%+27.2%0.308%
8/16/2024Creative Planning7,442$808K0.0%-3.2%0.071%
8/13/2024Kowal 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%
8/12/2024Concorde Asset Management LLC17,197$1.87M1.2%N/A0.163%
8/10/2024Virtu Financial LLC14,796$1.61M0.1%N/A0.140%
8/9/2024Moors & Cabot Inc.4,171$453K0.0%-40.3%0.040%
8/8/2024Envestnet Asset Management Inc.31,584$3.43M0.0%-8.7%0.299%
8/8/2024LPL Financial LLC860,681$93.41M0.0%+1.3%8.158%
8/7/2024Ashton Thomas Private Wealth LLC1,632$177K0.0%N/A0.015%
8/5/2024Private Advisor Group LLC27,760$3.01M0.0%-3.3%0.263%
8/5/2024Sterling Investment Advisors Ltd.10,865$1.18M0.3%-4.5%0.103%
8/3/2024National Bank of Canada FI1,988$225K0.0%-96.7%0.019%
8/2/2024Larson Financial Group LLC1,032$112K0.0%+911.8%0.010%
8/1/2024D.A. Davidson & CO.70,029$7.60M0.1%-9.2%0.664%
7/31/2024Fortress Wealth Group LLC38,357$4.38M2.1%+1.8%0.364%
7/31/2024Farther Finance Advisors LLC2,572$276K0.0%-4.6%0.024%
7/31/2024Bellevue 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%
7/31/2024Concurrent Investment Advisors LLC5,554$603K0.0%N/A0.053%
7/30/2024 International Assets Investment Management LLC1,776$193K0.0%N/A0.017%
7/26/2024ABLE Financial Group LLC3,014$327K0.1%N/A0.029%
7/26/2024Harbour Investments Inc.11,350$1.23M0.0%-10.3%0.108%
7/26/2024Park Edge Advisors LLC3,690$400K0.1%-5.7%0.035%
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7/26/2024Cambridge Investment Research Advisors Inc.121,795$13.22M0.0%+58.0%1.154%
7/25/2024First Heartland Consultants Inc.36,166$3.93M0.3%-1.6%0.343%
7/24/2024Gilliland Jeter Wealth Management LLC700$76K0.0%-33.4%0.007%
7/24/2024LVZ Inc.15,456$1.68M0.2%-2.3%0.147%
7/22/2024Atria 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%
7/20/2024Apollon Wealth Management LLC14,308$1.55M0.0%-6.4%0.137%
7/19/2024MONECO Advisors LLC7,426$806K0.1%-4.4%0.071%
7/19/2024Western Wealth Management LLC18,656$2.03M0.2%+4.4%0.179%
7/19/2024Raymond James & Associates229,668$24.93M0.0%+10.0%2.198%
(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 133 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 2,775,636 shares in the last 24 months. This purchase volume represents approximately $346.74M in transactions.

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

Of the 105 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), Wells Fargo & Company MN ($173.18K), Envestnet Asset Management Inc. ($143.49K), B. Riley Wealth Advisors Inc. ($131.84K), 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 1,524,660 shares in the last 24 months. This volume of shares sold represents approximately $176.05M in transactions.


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This page (NASDAQ:FNX) was last updated on 1/21/2025 by MarketBeat.com Staff
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