Who Owns FNX?
First Trust Mid Cap Core AlphaDEX Fund — Institutional Ownership & 13F Holdings
$138.45
+2.79 (+2.06%)
Market Cap
$1.3B
Shares Outstanding
8,845,255
Institutional Holders
177
Total Inst. Value
$565.1M
% of Float Held
—
QoQ Holder Change
+58
Institutional data as of Q1 2025
New Positions
31
Closed Positions
20
Increased
47
Decreased
61
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $133.2M | 1,222,038 |
| 2 | WELLS FARGO & COMPANY/MN | $74.1M | 680,182 |
| 3 | RAYMOND JAMES FINANCIAL INC | $55.5M | 508,985 |
| 4 | ROYAL BANK OF CANADA | $25.4M | 232,620 |
| 5 | UBS Group AG | $21.9M | 200,728 |
| 6 | Cetera Investment Advisers | $18.6M | 170,443 |
| 7 | Baird Financial Group, Inc. | $17.9M | 164,302 |
| 8 | BANK OF AMERICA CORP /DE/ | $15.7M | 144,465 |
| 9 | HighTower Advisors, LLC | $13.5M | 124,258 |
| 10 | AssuredPartners Investment Advisors, LLC | $12.8M | 117,645 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +91K | $133.2M |
| RAYMOND JAMES FINANCIAL INC | +1K | $55.5M |
| Cetera Investment Advisers | +1K | $18.6M |
| BANK OF AMERICA CORP /DE/ | +11K | $15.7M |
| AssuredPartners Investment Advisors, LLC | +9K | $12.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NATIONAL BANK OF CANADA /FI/ | -196K | $223K |
| OSAIC HOLDINGS, INC. | -68K | $10.6M |
| WELLS FARGO & COMPANY/MN | -67K | $74.1M |
| BELLEVUE ASSET MANAGEMENT, LLC | -47K | $2.6M |
| FIRST TRUST ADVISORS LP | -45K | $242K |
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Frequently Asked Questions
How many institutional investors hold FNX?
As of Q1 2025, 177 institutional investors report holding FNX (First Trust Mid Cap Core AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FNX?
The largest institutional holder of FNX is MORGAN STANLEY with $133.2M in shares.
Are institutions buying or selling FNX?
This quarter, 31 institutions opened new positions in FNX and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.