First Trust Mid Cap Core AlpFNXETF
13F holders, Q4 2024 (December 31)191holders +12
14new positions
10sold out
1famous investor
$115.82avg. 13F price*
At the end of Q4 2024, 191 institutions reported holding First Trust Mid Cap Core Alp (FNX) in their 13F filings, up 12 from Q3 2024. 14 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($130.9M), LPL Financial LLC ($107.7M) and Wells Fargo & Company ($86.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Mid Cap Core Alp
- CUSIP
- 33735B108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.2M |
| Exits | 10 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 227,534 shares bought and 175,288 shares sold, net +52,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Morgan Stanley | 0.01% | Reduce -0.7% | 1,131,499 | $130.9M |
| LPL Financial LLC | 0.04% | Add +3.1% | 930,345 | $107.7M |
| Wells Fargo & Company | 0.02% | Reduce -0.2% | 747,649 | $86.5M |
| Raymond James Financial Inc. | 0.02% | — | 507,963 | $58.8M |
| Royal Bank of Canada | 0.01% | Add +8.5% | 248,407 | $28.7M |
| UBS Group AG | 0.01% | Reduce -4.9% | 211,995 | $24.5M |
| National Bank of Canada | 0.03% | Add +3.1% | 197,940 | $22.9M |
| Kestra Advisory Services, LLC | 0.12% | Add +7.2% | 187,649 | $21.7M |
| Cetera Investment Advisers | 0.04% | Add +2.2% | 169,285 | $19.6M |
| Baird Financial Group, Inc. | 0.04% | Add +2.8% | 166,236 | $19.2M |
| Bank of America Corp. | 0.00% | Add +2.8% | 133,345 | $15.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -24.1% | 129,521 | $15.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.2% | 129,247 | $15.0M |
| AssuredPartners Investment Advisors, LLC | 2.44% | — | 108,171 | $12.5M |
| Three Cord True Wealth Management, LLC | 10.72% | — | 107,080 | $12.4M |
| Stifel Financial Corp. | 0.01% | Reduce -2.2% | 86,209 | $10.0M |
| Lakeridge Wealth Management LLC | 4.24% | Add +1.9% | 70,906 | $8.2M |
| Bellevue Asset Management, LLC | 4.22% | Add +0.1% | 70,732 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 70,307 | $8.1M |
| Per Stirling Capital Management, LLC. | 1.02% | Add +4.0% | 62,420 | $7.2M |
| Chicago Partners Investment Group LLC | 0.23% | Add +0.6% | 60,268 | $7.0M |
| D.A. Davidson & Co. | 0.06% | Reduce -5.5% | 59,411 | $6.9M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.2% | 56,404 | $6.9M |
| Benjamin Edwards Inc. | 0.09% | Reduce -7.5% | 56,031 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -31.3% | 54,927 | $6.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -13.6% | 54,378 | $6.3M |
| First Trust Advisors LP | 0.00% | Reduce -4.5% | 46,880 | $5.4M |
| FWG Holdings, LLC | 2.31% | Add +1.6% | 40,451 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -5.5% | 40,374 | $4.7M |
| Atria Investments, Inc | 0.06% | Add +2.9% | 38,917 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.9% | 37,404 | $4.3M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -34.2% | 37,068 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +816.2% | 34,814 | $4.0M |
| Western Wealth Management, LLC | 0.21% | Add +57.9% | 34,369 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +9.1% | 34,019 | $3.9M |
| Prospera Financial Services Inc | 0.09% | Reduce -8.6% | 33,076 | $3.8M |
| Priebe Wealth Holdings LLC | 2.54% | Add +5.2% | 32,404 | $3.7M |
| GTS Securities LLC | 0.17% | Reduce -22.2% | 29,794 | $3.4M |
| Crux Wealth Advisors | 1.74% | — | 27,054 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +1.9% | 26,869 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.4% | 26,798 | $3.1M |
| Citadel Advisors | 0.00% | New | 24,801 | $2.9M |
| Solutions 4 Wealth, Ltd | 4.49% | Add +0.1% | 21,428 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -1.7% | 21,007 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.2% | 20,676 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -4.8% | 19,118 | $2.2M |
| Comerica Bank | 0.01% | Add +1.0% | 18,924 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +92.7% | 18,633 | $2.2M |
| Citizens Financial Group Inc. | 0.04% | Add +0.1% | 18,194 | $2.1M |
| Bedel Financial Consulting, Inc. | 0.28% | No change | 16,900 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +0.0% | 16,981 | $2.0M |
| LVZ, Inc. | 0.24% | Add +0.2% | 15,911 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +19.1% | 15,136 | $1.8M |
| Cozad Asset Management Inc. | 0.16% | Reduce -0.5% | 14,534 | $1.7M |
| Empirical Asset Management, LLC | 0.54% | Reduce -9.1% | 14,172 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +6.7% | 13,647 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.52% | Reduce -6.8% | 13,488 | $1.6M |
| Proactive Wealth Strategies LLC | 0.77% | Add +0.1% | 12,806 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.56% | Reduce -3.3% | 12,386 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -2.1% | 11,307 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.13% | Reduce -4.3% | 11,265 | $1.3M |
| Park National Corp. | 0.05% | No change | 11,194 | $1.3M |
| Potentia Wealth | 0.57% | — | 11,039 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -1.7% | 10,886 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.6% | 10,629 | $1.2M |
| Pacific Sun Financial Corp | 0.67% | Reduce -0.3% | 10,594 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +47.5% | 10,458 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.29% | Reduce -2.2% | 10,195 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | Add +30.0% | 10,191 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +4.8% | 9,187 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.4% | 9,091 | $1.1M |
| Keystone Wealth Services, LLC | 0.26% | Add +0.0% | 8,473 | $980K |
| Independent Advisor Alliance | 0.01% | New | 8,257 | $955K |
| Marshall Investment Management, LLC | 0.52% | — | 7,523 | $881K |
| &partners | 0.01% | Add +68.2% | 7,373 | $864K |
| Southland Equity Partners LLC | 0.20% | Reduce -1.2% | 7,327 | $848K |
| Creative Planning | 0.00% | Add +4.3% | 7,296 | $844K |
| United Advisor Group, LLC | 0.16% | Add +0.1% | 7,173 | $830K |
| GPS Wealth Strategies Group, LLC | 0.10% | Reduce -2.9% | 6,449 | $746K |
| Virtu Financial LLC | 0.04% | New | 6,298 | $729K |
| Lido Advisors, LLC | 0.00% | New | 6,151 | $712K |
| Three Seasons Wealth, LLC | 0.34% | Reduce -0.6% | 5,978 | $692K |
| Sigma Planning Corp | 0.02% | Reduce -2.3% | 5,866 | $679K |
| IHT Wealth Management, LLC | 0.02% | Reduce -26.0% | 5,821 | $674K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.2% | 5,544 | $642K |
| PFG Advisors | 0.04% | Reduce -2.4% | 5,522 | $639K |
| Rathbones Group PLC | 0.00% | Add +3.5% | 5,431 | $628K |
| Moneco Advisors, LLC | 0.07% | Reduce -26.9% | 5,428 | $628K |
| American Institute for Advanced Investment Management, LLP | 0.47% | Reduce -30.6% | 5,390 | $624K |
| Higgins & Schmidt Wealth Strategies LLC | 0.37% | Add +0.1% | 5,067 | $586K |
| Cwm, LLC | 0.00% | Reduce -43.0% | 5,024 | $581K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -7.2% | 4,672 | $541K |
| Quantum Private Wealth, LLC | 0.17% | No change | 4,670 | $540K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.4% | 4,512 | $522K |
| Woodmont Investment Counsel LLC | 0.04% | Add +39.7% | 4,292 | $497K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 4,148 | $480K |
| Independent Wealth Network Inc. | 0.19% | Reduce -1.3% | 4,004 | $463K |
| Condor Capital Management | 0.04% | Reduce -1.6% | 3,973 | $460K |
| Mariner, LLC | 0.00% | Reduce -5.1% | 3,823 | $442K |
| Arax Advisory Partners | 0.03% | New | 3,783 | $438K |
"% of holder's portfolio" is FNX's weight in each manager's 13F, not the share of First Trust Mid Cap Core Alp the manager owns.