First Trust Mid Cap Core AlpFNXETF
13F holders, Q1 2025 (March 31)181holders −10
6new positions
16sold out
1famous investor
$108.94avg. 13F price*
At the end of Q1 2025, 181 institutions reported holding First Trust Mid Cap Core Alp (FNX) in their 13F filings, down 10 from Q4 2024. 6 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($133.2M), LPL Financial LLC ($99.4M) and Wells Fargo & Company ($74.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 16 | $7.3M |
All 13F filers, Q4 2024 → Q1 2025: 242,338 shares bought and 621,788 shares sold, net −379,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Morgan Stanley | 0.01% | Add +8.0% | 1,222,038 | $133.2M |
| LPL Financial LLC | 0.04% | Reduce -2.0% | 911,833 | $99.4M |
| Wells Fargo & Company | 0.02% | Reduce -9.0% | 680,182 | $74.1M |
| Raymond James Financial Inc. | 0.02% | Add +0.2% | 508,985 | $55.5M |
| Royal Bank of Canada | 0.01% | Reduce -6.4% | 232,620 | $25.4M |
| UBS Group AG | 0.00% | Reduce -5.3% | 200,728 | $21.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +2.4% | 192,188 | $20.9M |
| Cetera Investment Advisers | 0.04% | Add +0.7% | 170,443 | $18.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.2% | 164,302 | $17.9M |
| Bank of America Corp. | 0.00% | Add +8.3% | 144,465 | $15.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.9% | 124,258 | $13.5M |
| AssuredPartners Investment Advisors, LLC | 2.47% | Add +8.8% | 117,645 | $12.8M |
| Three Cord True Wealth Management, LLC | 10.40% | Add +4.0% | 111,326 | $12.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -24.8% | 97,362 | $10.6M |
| Stifel Financial Corp. | 0.01% | Add +7.9% | 92,987 | $10.1M |
| Lakeridge Wealth Management LLC | 4.08% | Add +5.7% | 74,929 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.0% | 70,327 | $7.7M |
| Per Stirling Capital Management, LLC. | 1.02% | Add +4.1% | 64,971 | $7.1M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Add +65.4% | 61,304 | $6.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +7.5% | 60,630 | $6.6M |
| Chicago Partners Investment Group LLC | 0.21% | Reduce -0.1% | 60,216 | $6.5M |
| D.A. Davidson & Co. | 0.05% | Reduce -4.1% | 56,967 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.6% | 56,380 | $6.1M |
| GTS Securities LLC | 0.26% | Add +87.5% | 55,880 | $6.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.9% | 52,270 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.6% | 47,748 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +11.4% | 43,357 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -1.1% | 39,931 | $4.4M |
| FWG Holdings, LLC | 2.07% | Reduce -1.3% | 39,917 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +13.3% | 38,531 | $4.2M |
| Benjamin Edwards Inc. | 0.06% | Reduce -34.5% | 36,716 | $4.0M |
| Western Wealth Management, LLC | 0.25% | Add +2.1% | 35,078 | $3.8M |
| Prospera Financial Services Inc | 0.08% | Add +0.2% | 33,150 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +1.0% | 27,126 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.0% | 25,721 | $2.8M |
| Bellevue Asset Management, LLC | 1.43% | Reduce -66.0% | 24,073 | $2.6M |
| Solutions 4 Wealth, Ltd | 4.11% | Reduce -0.3% | 21,352 | $2.3M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -0.8% | 20,837 | $2.3M |
| Creative Planning | 0.00% | Add +174.8% | 20,053 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.0% | 19,638 | $2.1M |
| Comerica Bank | 0.01% | Add +2.7% | 19,440 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.9% | 19,359 | $2.1M |
| Crux Wealth Advisors | 1.09% | Reduce -28.8% | 19,255 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 18,978 | $2.1M |
| Citizens Financial Group Inc. | 0.04% | Add +0.1% | 18,209 | $2.0M |
| Priebe Wealth Holdings LLC | 1.23% | Reduce -44.4% | 18,033 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +0.0% | 16,983 | $1.9M |
| Bedel Financial Consulting, Inc. | 0.26% | No change | 16,900 | $1.8M |
| LVZ, Inc. | 0.23% | Add +1.5% | 16,154 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.1% | 15,117 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -40.3% | 14,806 | $1.6M |
| Cozad Asset Management Inc. | 0.16% | Reduce -0.0% | 14,533 | $1.6M |
| Empirical Asset Management, LLC | 0.54% | Add +2.3% | 14,501 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.45% | Reduce -3.7% | 12,990 | $1.4M |
| DHJJ Financial Advisors, Ltd. | 0.54% | Add +0.1% | 12,394 | $1.4M |
| Lanark Financial, Inc. | 0.11% | — | 12,232 | $1.3M |
| Proactive Wealth Strategies LLC | 0.71% | Reduce -4.8% | 12,198 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +9.8% | 11,951 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -1.3% | 11,159 | $1.2M |
| Park National Corp. | 0.04% | Reduce -3.3% | 10,829 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.4% | 10,642 | $1.2M |
| Pacific Sun Financial Corp | 0.65% | Reduce -0.5% | 10,544 | $1.1M |
| Potentia Wealth | 0.53% | Reduce -5.4% | 10,442 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.27% | No change | 10,195 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.0% | 10,098 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.0% | 9,835 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 9,200 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | No change | 9,091 | $991K |
| Keystone Wealth Services, LLC | 0.25% | Reduce -1.2% | 8,373 | $912K |
| Marshall Investment Management, LLC | 0.51% | Add +0.6% | 7,571 | $825K |
| Southland Equity Partners LLC | 0.19% | Reduce -0.2% | 7,312 | $797K |
| &partners | 0.01% | Reduce -0.8% | 7,313 | $791K |
| United Advisor Group, LLC | 0.16% | Add +0.1% | 7,180 | $782K |
| GPS Wealth Strategies Group, LLC | 0.10% | Add +0.2% | 6,463 | $704K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.5% | 5,682 | $619K |
| Three Seasons Wealth, LLC | 0.30% | Reduce -7.1% | 5,554 | $605K |
| Rathbones Group PLC | 0.00% | Add +1.3% | 5,504 | $600K |
| PFG Advisors | 0.03% | Reduce -0.6% | 5,489 | $598K |
| Virtue Capital Management, LLC | 0.07% | New | 5,376 | $586K |
| Woodmont Investment Counsel LLC | 0.04% | Add +21.6% | 5,220 | $569K |
| Cwm, LLC | 0.00% | Add +0.1% | 5,028 | $548K |
| IHT Wealth Management, LLC | 0.02% | Reduce -15.3% | 4,930 | $537K |
| Higgins & Schmidt Wealth Strategies LLC | 0.32% | Reduce -3.1% | 4,910 | $535K |
| Apollon Wealth Management, LLC | 0.01% | Add +4.2% | 4,700 | $512K |
| Moneco Advisors, LLC | 0.05% | Reduce -17.6% | 4,474 | $488K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.7% | 4,076 | $444K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -14.7% | 3,984 | $434K |
| Mariner, LLC | 0.00% | Add +3.4% | 3,954 | $431K |
| Independent Wealth Network Inc. | 0.17% | Reduce -3.4% | 3,870 | $422K |
| Arax Advisory Partners | 0.03% | Add +0.3% | 3,793 | $413K |
| TCFG Wealth Management, LLC | 0.20% | No change | 3,647 | $397K |
| Moors & Cabot, Inc. | 0.02% | Add +0.1% | 3,630 | $396K |
| US Bancorp \de | 0.00% | Reduce -0.4% | 3,600 | $392K |
| FMR LLC | 0.00% | Reduce -5.4% | 3,573 | $389K |
| KPP Advisory Services LLC | 0.07% | No change | 3,463 | $377K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 3,403 | $371K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,391 | $370K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 3,359 | $366K |
| Quantum Private Wealth, LLC | 0.14% | Reduce -28.2% | 3,355 | $366K |
| World Equity Group, Inc. | 0.10% | Reduce -1.0% | 3,280 | $357K |
"% 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.