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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -1

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
Three Cord True Wealth Management, LLCNew Position+130K+$16.4B
BANK OF AMERICA CORP /DE/Increased+34K+$15.0B
B. Riley Wealth Advisors, Inc.New Position+69K+$8.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+66K+$8.0B
D.A. DAVIDSON & CO.New Position+47K+$6.0B
Western Wealth Management, LLCNew Position+37K+$4.0B
Lakeridge Wealth Management LLCNew Position+26K+$3.2B
FSM Wealth Advisors, LLCNew Position+22K+$2.8B
BELLEVUE ASSET MANAGEMENT, LLCNew Position+21K+$2.7B
CITIZENS FINANCIAL GROUP INC/RINew Position+18K+$2.3B
J.W. COLE ADVISORS, INC.New Position+20K+$2.2B
OPPENHEIMER & CO INCNew Position+15K+$1.9B
First Heartland Consultants, Inc.Increased+13K+$1.6B
Kaydan Wealth Management, Inc.New Position+12K+$1.5B
WELLS FARGO & COMPANY/MNIncreased+13K+$1.4B

FNX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-1K-$24.7B
HighTower Advisors, LLCDecreased-523-$15.6B
RAYMOND JAMES FINANCIAL INCDecreased-40K-$6.9B
OSAIC HOLDINGS, INC.Decreased-40K-$5.4B
Prospera Financial Services IncDecreased-2K-$3.8B
GOLDMAN SACHS GROUP INCDecreased-14K-$2.5B
Creative PlanningDecreased-676-$1.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$1.1B
ROYAL BANK OF CANADADecreased-944-$901.0M
Steward Partners Investment Advisory, LLCDecreased-3-$700.5M
CRUX WEALTH ADVISORSDecreased-5K-$625.9M
Empirical Asset Management, LLCDecreased-5K-$616.6M
Snowden Capital Advisors LLCDecreased-9-$554.0M
Mariner, LLCDecreased-320-$465.1M
JANE STREET GROUP, LLCClosed Position-3K-$401.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN383,007$48.0B8.74%Share
2WELLS FARGO & COMPANY/MN296,372$37.0B6.74%Share
3ROYAL BANK OF CANADA259,475$32.0B5.21%Share
4RAYMOND JAMES FINANCIAL INC260,877$32.0B9.96%Share
5UBS Group AG217,783$27.4B4.45%Share
6Baird Financial Group, Inc.182,752$23.0B35.85%Share
7RAYMOND JAMES FINANCIAL INC176,629$22.0B6.84%Share
8Three Cord True Wealth Management, LLC130,118$16.4B9.53%Share
9STIFEL FINANCIAL CORP88,793$11.0B9.89%Share
10BANK OF AMERICA CORP /DE/84,283$10.0B0.73%Share
11B. Riley Wealth Advisors, Inc.68,879$8.7B0.40%Share
12COMMONWEALTH EQUITY SERVICES, LLC65,715$8.0B10.67%Share
13OSAIC HOLDINGS, INC.55,936$7.0B10.23%Share
14D.A. DAVIDSON & CO.47,280$6.0B36.48%Share
15Per Stirling Capital Management, LLC.42,207$5.3B0.60%Share
16BANK OF AMERICA CORP /DE/46,690$5.0B0.36%Share
17Stratos Wealth Partners, LTD.39,609$5.0B56.40%Share
18Western Wealth Management, LLC36,820$4.0B0.18%Share
19Lakeridge Wealth Management LLC25,672$3.2B1.47%Share
20Private Advisor Group, LLC26,342$3.0B14.11%Share
21FSM Wealth Advisors, LLC22,291$2.8B0.38%Share
22BELLEVUE ASSET MANAGEMENT, LLC21,388$2.7B0.87%Share
23CITIZENS FINANCIAL GROUP INC/RI18,254$2.3B30.82%Share
24J.W. COLE ADVISORS, INC.20,137$2.2B0.05%Share
25First Heartland Consultants, Inc.17,416$2.2B0.17%Share
26COMERICA BANK16,375$2.1B8.23%Share
27Rockefeller Capital Management L.P.17,112$2.0B3.60%Share
28Snowden Capital Advisors LLC20,357$2.0B0.05%Share
29OPPENHEIMER & CO INC15,073$1.9B26.95%Share
30Kaydan Wealth Management, Inc.12,168$1.5B0.44%Share
31FWG Holdings, LLC11,107$1.4B0.60%Share
32STEPHENS INC /AR/10,787$1.4B16.89%Share
33DHJJ Financial Advisors, Ltd.10,613$1.3B0.44%Share
34AssuredPartners Investment Advisors, LLC10,574$1.3B0.20%Share
35PARK NATIONAL CORP /OH/10,229$1.3B0.04%Share
36PACIFIC SUN FINANCIAL CORP9,244$1.2B0.56%Share
37LVZ, Inc.9,015$1.1B0.13%Share
38Equitable Holdings, Inc.9,084$1.0B6.84%Share
39GOLDMAN SACHS GROUP INC13,879$1.0B0.12%Share
40JONES FINANCIAL COMPANIES LLLP12,932$1.0B0.61%Share
41CITADEL ADVISORS LLC12,118$1.0B0.15%Share
42POTENTIA WEALTH7,897$994.0M0.36%Share
43Southland Equity Partners LLC7,182$904.0M0.18%Share
44United Advisor Group, LLC7,152$901.0M0.11%Share
45Higgins & Schmidt Wealth Strategies LLC4,664$587.0M0.28%Share
46Sigma Planning Corp4,408$555.0M0.02%Share
47Bensler, LLC4,191$528.0M0.05%Share
48PFG Advisors4,142$521.0M0.03%Share
49Independent Wealth Network Inc.3,780$476.0M0.15%Share
50Richmond Investment Services, LLC3,748$472.0M0.08%Share

FNX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025190$367.5B+82
Q3 2025108$470.6B-65
Q2 2025173$518.5B-4
Q1 2025177$674.4B+11
Q4 2024166$9.3T+35
Q3 2024131$141.4T-6
Q2 2024137$37.8T+18
Q1 2024119$292.1T—

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As of Q4 2025, 50 institutional investors hold FNX (First Trust Mid Cap Core AlphaDEX Fund). The largest holder is WELLS FARGO & COMPANY/MN with $48.0B in shares. This quarter, 12 institutions opened new positions and 1 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 WELLS FARGO & COMPANY/MN with $48.0B in shares.

Is institutional ownership of FNX increasing or decreasing?

This quarter, 12 institutions opened new positions in FNX and 1 closed their positions.