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Who owns FNX?

Institutional ownership of First Trust Mid Cap Core AlphaDEX Fund from Form 13F, Q2 2026

210 institutional managers reported holding First Trust Mid Cap Core AlphaDEX Fund (FNX) in Form 13F filings for Q2 2026, with 6,477,885 shares worth $948M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 149,297 shares (+2.4%). 16 opened new positions and 12 sold out.

Funds holding
210
Value held
$948M
New / sold out
16 / 12
Net shares, same filers
+2.4%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of FNX

FundValueShare of 13F holdingsSharesMove
Morgan Stanley$163M17.2%1,111,571Added
LPL Financial LLC$152M16.1%1,040,651Added
Wells Fargo & Company$104M10.9%708,174Trimmed
Raymond James Financial Inc$64.1M6.8%438,102Trimmed
Royal Bank of Canada$43.3M4.6%295,647Added
Cetera Investment Advisers$30.7M3.2%209,531Added
Bank of America Corp$30.5M3.2%208,405Added
UBS Group AG$29.1M3.1%199,156Trimmed
Baird Financial Group, Inc.$23.5M2.5%160,820Added
Three Cord True Wealth Management, LLC$21.2M2.2%144,922Added
HighTower Advisors, LLC$17.7M1.9%121,039Added
Stifel Financial Corp$13.1M1.4%89,452Trimmed
Northwestern Mutual Wealth Management Co$11.6M1.2%79,122Added
Per Stirling Capital Management, LLC.$11.6M1.2%78,951Added
Kestra Advisory Services, LLC$10.7M1.1%73,328Trimmed
Perryman Financial Advisory Inc$10.4M1.1%71,100Added
Commonwealth Equity Services, LLC$10.0M1.1%68,565Added
Cambridge Investment Research Advisors, Inc.$9.9M1.0%67,339Added
Chicago Partners Investment Group LLC$8.5M0.9%59,338Trimmed
Osaic Holdings, Inc.$7.6M0.8%52,136Trimmed
Kestra Private Wealth Services, LLC$6.9M0.7%47,086Added
Sanctuary Advisors, LLC$6.6M0.7%45,154Added
D.a. Davidson & Co.$6.5M0.7%44,427Added
Envestnet Asset Management Inc$5.9M0.6%40,474Added
Stratos Wealth Partners, LTD.$5.8M0.6%39,903Added

Share of 13F holdings is each fund's shares as a share of the 6,477,885 FNX shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. LPL Financial LLC Added+$11.4M
  2. Cambridge Investment Research Advisors, Inc. Added+$4.9M
  3. Morgan Stanley Added+$4.4M
  4. &partners Added+$3.4M
  5. Royal Bank of Canada Added+$3.2M
  6. Benjamin Edwards Inc Added+$2.0M
  7. Cetera Investment Advisers Added+$1.7M
  8. Keystone Financial Group New+$1.3M
  9. Three Cord True Wealth Management, LLC Added+$1.2M
  10. Private Advisor Group, LLC Added+$1.2M

Biggest sellers in Q2 2026

  1. First Trust Advisors LP Trimmed-$4.4M
  2. Wells Fargo & Company Trimmed-$1.7M
  3. GTS Securities LLC Trimmed-$1.4M
  4. UBS Group AG Trimmed-$1.2M
  5. Independent Advisor Alliance Sold out-$1.2M
  6. Potentia Wealth Sold out-$913K
  7. Transamerica Financial Advisors, LLC Trimmed-$874K
  8. Goldman Sachs Group Inc Sold out-$854K
  9. Lakeridge Wealth Management LLC Trimmed-$673K
  10. Virtu Financial LLC Sold out-$659K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $43.1M and sold $20.5M; 62 added and 59 trimmed.

Questions about FNX ownership

Who owns FNX stock?
210 institutional investment managers reported FNX positions in their Form 13F filings for Q2 2026, holding 6,477,885 shares worth $948M in total. Morgan Stanley reported the largest position.
Are funds buying or selling FNX?
In Q2 2026, 16 managers opened new FNX positions, 62 added, 59 trimmed and 12 sold out. Managers that filed in both quarters added a net 149,297 shares.
How current is this FNX institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FNX by CUSIP. Options are left out. FNX news and filings · FNX insider trades · Top funds