First Trust Mid Cap Core AlphaDEX Fund
FNX • NASDAQ
First Trust Mid Cap Core AlphaDEX Fund is an exchange-traded fund on NASDAQ. As of Q3 2025, 188 institutional investors hold shares in this ETF, with total holdings valued at $758.2M. MORGAN STANLEY is the largest holder with a position valued at $131.1M.
Overview
Overview of institutional ownership in FNX as of Q3 2025
All Institutions
- Institutions
- 188
- Value Held
- $758.2M
- Shares Held
- 6.0M
- Avg Position
- $4.0M
- Median Position
- $433.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $755.7K
- Shares Held
- 6.0K
- Avg Position
- $755.7K
- Median Position
- $755.7K
Biggest Investors
Institutions with the largest positions in FNX as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $131.1M 0.01% of portfolio |
L LPL Financial LLC Institution | $111.1M 0.03% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $83.6M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $60.9M 0.02% of portfolio |
R ROYAL BANK OF CANADA Institution | $32.9M 0.01% of portfolio |
 UBS Group AG Institution | $27.0M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $24.7M 0.03% of portfolio |
 Baird Financial Group, Inc. Private Equity | $22.9M 0.04% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $15.6M 0.02% of portfolio |
T Three Cord True Wealth Management, LLC RIA/Wealth | $15.0M 10.22% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FNX in Q3 2025
- Traded
- −$35.6M
- Buyers
- 58
- Sellers
- 88
- Total Bought
- +$19.5M
- Total Sold
- −$55.1M
- Avg Position
- $3.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$3.5M +27.9K shares |
 GOLDMAN SACHS GROUP INC Institution | +$2.6M +20.9K shares |
V Virtu Financial LLC Institution | +$2.3M +18.4K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$1.6M +12.7K shares |
 CITIZENS FINANCIAL GROUP INC/RI Institution | +$1.4M +10.9K shares |
Baird Financial Group, Inc. Private Equity | +$845.2K +6.7K shares |
F FLOW TRADERS U.S. LLC Institution | +$755.6K +6.0K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$727.7K +5.8K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$723.7K +5.8K shares |
A Advisor Group Holdings, Inc. Institution | +$682.9K +5.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WELLS FARGO & COMPANY/MN Institution | −$14.5M −115.7K shares |
MORGAN STANLEY RIA/Wealth | −$8.5M −67.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$4.0M −32.2K shares |
L LPL Financial LLC Institution | −$3.5M −27.9K shares |
 Fortress Wealth Group, LLC RIA/Wealth | −$3.4M −27.1K shares |
 NBC SECURITIES, INC. RIA/Wealth | −$1.8M −14.3K shares |
R ROYAL BANK OF CANADA Institution | −$1.7M −13.3K shares |
 Janney Montgomery Scott LLC RIA/Wealth | −$1.6M −13.0K shares |
G GTS SECURITIES LLC Institution | −$1.5M −12.1K shares |
A ATRIA INVESTMENTS LLC Institution | −$1.1M −9.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FNX in Q3 2025
- New Positions
- 4
- New Value
- $766.3K
- Exited Positions
- 13
- Exited Value
- $3.8M
New Positions
| Institution | Position Value |
|---|---|
 Krilogy Financial LLC RIA/Wealth | $298.5K 2.4K shares |
 Meeder Advisory Services, Inc. Long Only Manager | $243.8K 1.9K shares |
 Triumph Capital Management RIA/Wealth | $200.8K 1.6K shares |
 FINANCIAL CONSULATE, INC RIA/Wealth | $23.2K 185.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
A ATRIA INVESTMENTS LLC Institution | $1.1M 9.8K shares |
 WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth | $689.9K 6.0K shares |
O OLD MISSION CAPITAL LLC Institution | $580.3K 5.1K shares |
 RFG Advisory Group, LLC RIA/Wealth | $330.6K 2.9K shares |
T TWO SIGMA SECURITIES, LLC Institution | $324.7K 2.8K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | $217.8K 1.9K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | $208.5K 1.8K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $169.9K 1.5K shares |
 McElhenny Sheffield Capital Management, LLC Long Only Manager | $51.1K 51.0K shares |
B BLAIR WILLIAM & CO/IL Institution | $47.0K 409.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FNX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FNX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T Three Cord True Wealth Management, LLC RIA/Wealth | 10.22% $15.0M |
 Solutions 4 Wealth, Ltd RIA/Wealth | 4.36% $2.8M |
 Lakeridge Wealth Management LLC RIA/Wealth | 4.07% $9.2M |
 BELLEVUE ASSET MANAGEMENT, LLC RIA/Wealth | 1.21% $2.6M |
 Proactive Wealth Strategies LLC RIA/Wealth | 0.65% $1.5M |
 Per Stirling Capital Management, LLC. RIA/Wealth | 0.62% $5.2M |
Fortress Wealth Group, LLC RIA/Wealth | 0.60% $1.4M |
 PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.57% $1.2M |
 DHJJ Financial Advisors, Ltd. RIA/Wealth | 0.48% $1.4M |
K Kaydan Wealth Management, Inc. RIA/Wealth | 0.45% $1.6M |
Hedge Fund Spotlight
Discover hedge funds investing in FNX
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Mid Cap Core AlphaDEX Fund
- Market Value
- $755.7K
- Shares Held
- 6.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2021-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
