Who Owns First Trust Mid Cap Core AlphaDEX Fund (FNX)?Hedge Fund & Institutional Holders

$126.90-0.33 (-0.26%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.2235913200011704e+209T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$94.92$105.63$116.33$127.04$137.75Jul 24May 25Mar 26

FNX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+208K+$23.7M
Three Cord True Wealth Management, LLCNew Position+130K+$16.4M
PERRYMAN FINANCIAL ADVISORY INC /ADNew Position+70K+$8.8M
B. Riley Wealth Advisors, Inc.New Position+69K+$8.7M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+66K+$8.0M
Chicago Partners Investment Group LLCNew Position+59K+$7.9M
D.A. DAVIDSON & CO.New Position+47K+$6.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+44K+$5.0M
Western Wealth Management, LLCNew Position+37K+$4.0M
Lakeridge Wealth Management LLCNew Position+26K+$3.2M
Janney Montgomery Scott LLCNew Position+31K+$3.0M
Solutions 4 Wealth, LtdNew Position+22K+$2.8M
FSM Wealth Advisors, LLCNew Position+22K+$2.8M
BELLEVUE ASSET MANAGEMENT, LLCNew Position+21K+$2.7M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+20K+$2.6M

FNX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-40K-$60.8B
ROYAL BANK OF CANADADecreased-944-$32.9B
Cetera Investment AdvisersDecreased-1K-$24.7B
HighTower Advisors, LLCDecreased-523-$15.6B
OSAIC HOLDINGS, INC.Decreased-40K-$12.4B
Kestra Advisory Services, LLCDecreased-1K-$9.8B
Stratos Wealth Partners, LTD.Decreased-594-$5.0B
Prospera Financial Services IncDecreased-2K-$3.8B
GOLDMAN SACHS GROUP INCDecreased-14K-$3.5B
Snowden Capital Advisors LLCDecreased-9-$2.6B
COMERICA BANKDecreased-3K-$2.4B
Creative PlanningDecreased-676-$1.6B
AssuredPartners Investment Advisors, LLCDecreased-234-$1.4B
PACIFIC SUN FINANCIAL CORPDecreased-120-$1.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$1.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,392,336$222.4M0.14%Share
2MORGAN STANLEY1,048,764$132.0M0.01%Share
3LPL Financial LLC934,661$117.0M0.03%Share
4WELLS FARGO & COMPANY/MN383,007$48.0M0.01%Share
5WELLS FARGO & COMPANY/MN296,372$37.0M0.01%Share
6Anchor Investment Management, LLC273$34.4M0.00%Share
7ROYAL BANK OF CANADA259,475$32.0M0.01%Share
8RAYMOND JAMES FINANCIAL INC260,877$32.0M0.01%Share
9UBS Group AG217,783$27.4M0.00%Share
10Cetera Investment Advisers195,814$24.0M0.03%Share
11Baird Financial Group, Inc.182,752$23.0M0.04%Share
12RAYMOND JAMES FINANCIAL INC176,629$22.0M0.01%Share
13Three Cord True Wealth Management, LLC130,118$16.4M9.53%Share
14HighTower Advisors, LLC124,232$15.0M0.02%Share
15STIFEL FINANCIAL CORP88,793$11.0M0.01%Share
16BANK OF AMERICA CORP /DE/84,283$10.0M0.00%Share
17Kestra Advisory Services, LLC77,347$9.0M0.04%Share
18PERRYMAN FINANCIAL ADVISORY INC /AD70,159$8.8M1.30%Share
19B. Riley Wealth Advisors, Inc.68,879$8.7M0.40%Share
20COMMONWEALTH EQUITY SERVICES, LLC65,715$8.0M0.01%Share
21Chicago Partners Investment Group LLC58,809$7.9M0.19%Share
22OSAIC HOLDINGS, INC.55,936$7.0M0.01%Share
23Sanctuary Advisors, LLC60,630$6.6M0.05%Share
24Sanctuary Advisors, LLC60,630$6.6M0.04%Share
25Cambridge Investment Research Advisors, Inc.54,592$6.0M0.02%Share
26D.A. DAVIDSON & CO.47,280$6.0M0.04%Share
27KESTRA PRIVATE WEALTH SERVICES, LLC45,996$5.8M0.07%Share
28Sanctuary Advisors, LLC43,359$5.5M0.03%Share
29Per Stirling Capital Management, LLC.42,207$5.3M0.60%Share
30Sanctuary Advisors, LLC43,859$5.0M0.03%Share
31ENVESTNET ASSET MANAGEMENT INC44,495$5.0M0.00%Share
32BANK OF AMERICA CORP /DE/46,690$5.0M0.00%Share
33Stratos Wealth Partners, LTD.39,609$5.0M0.06%Share
34Western Wealth Management, LLC36,820$4.0M0.18%Share
35Lakeridge Wealth Management LLC25,672$3.2M1.47%Share
36Private Advisor Group, LLC26,342$3.0M0.01%Share
37Prospera Financial Services Inc27,858$3.0M0.05%Share
38Janney Montgomery Scott LLC30,722$3.0M0.01%Share
39Solutions 4 Wealth, Ltd22,329$2.8M4.25%Share
40FSM Wealth Advisors, LLC22,291$2.8M0.38%Share
41BELLEVUE ASSET MANAGEMENT, LLC21,388$2.7M0.87%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC19,574$2.6M0.00%Share
43BENJAMIN EDWARDS INC19,425$2.5M0.03%Share
44CITIZENS FINANCIAL GROUP INC/RI18,254$2.3M0.03%Share
45J.W. COLE ADVISORS, INC.20,137$2.2M0.05%Share
46First Heartland Consultants, Inc.17,416$2.2M0.17%Share
47Perigon Wealth Management, LLC16,911$2.1M0.04%Share
48COMERICA BANK16,375$2.1M0.01%Share
49Rockefeller Capital Management L.P.17,112$2.0M0.00%Share
50Snowden Capital Advisors LLC20,357$2.0M0.05%Share

FNX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025190$1.0B+82
Q3 2025108$632.5B-65
Q2 2025173$528.4B-4
Q1 2025177$697.6B+11
Q4 2024166$24.3T+35
Q3 2024131$464.4T-6
Q2 2024137$440.6T+18
Q1 2024119$438.4T—

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As of Q4 2025, 50 institutional investors hold FNX (First Trust Mid Cap Core AlphaDEX Fund). The largest holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $222.4M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FNX?

As of Q4 2025, 50 institutional investors report holding FNX (First Trust Mid Cap Core AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FNX?

The largest institutional holder of FNX is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $222.4M in shares.

Is institutional ownership of FNX increasing or decreasing?

This quarter, 15 institutions opened new positions in FNX and 0 closed their positions.