Who Owns FNK?
First Trust Mid Cap Value AlphaDEX Fund — Institutional Ownership & 13F Holdings
$60.09
+0.00 (+0.00%)
Market Cap
$218.1M
Shares Outstanding
3,440,636
Institutional Holders
57
Total Inst. Value
$127.4M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
9
Closed Positions
8
Increased
19
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | TOTAL INVESTMENT MANAGEMENT INC | $67.9M | 1,345,865 |
| 2 | WELLS FARGO & COMPANY/MN | $12.8M | 254,085 |
| 3 | MORGAN STANLEY | $11.5M | 227,304 |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.2M | 102,777 |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.4M | 68,053 |
| 6 | UBS Group AG | $3.3M | 65,388 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 48,898 |
| 8 | Janney Montgomery Scott LLCNew | $2.1M | 41,506 |
| 9 | OSAIC HOLDINGS, INC. | $2.1M | 41,190 |
| 10 | GAMMA Investing LLC | $2.0M | 102,137 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | +20K | $67.9M |
| WELLS FARGO & COMPANY/MN | +5K | $12.8M |
| RAYMOND JAMES FINANCIAL INC | +50K | $5.2M |
| Cambridge Investment Research Advisors, Inc. | +28K | $3.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +34K | $2.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | -21K | $1.0M |
| Ashton Thomas Private Wealth, LLC | -14K | $305K |
| LPL Financial LLC | -7K | $13K |
| CITADEL ADVISORS LLC | -6K | $1K |
| ROYAL BANK OF CANADA | -5K | $786K |
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Frequently Asked Questions
How many institutional investors hold FNK?
As of Q1 2025, 57 institutional investors report holding FNK (First Trust Mid Cap Value AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FNK?
The largest institutional holder of FNK is TOTAL INVESTMENT MANAGEMENT INC with $67.9M in shares.
Are institutions buying or selling FNK?
This quarter, 9 institutions opened new positions in FNK and 8 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.