First Trust Mid Cap Core AlpFNXETF
13F holders, Q3 2025 (September 30)188holders −2
14new positions
12sold out
1famous investor
$125.39avg. 13F price*
At the end of Q3 2025, 188 institutions reported holding First Trust Mid Cap Core Alp (FNX) in their 13F filings, down 2 from Q2 2025. 14 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($131.1M), LPL Financial LLC ($111.1M) and Wells Fargo & Company ($83.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.8M |
| Exits | 12 | $3.7M |
All 13F filers, Q2 2025 → Q3 2025: 156,221 shares bought and 441,872 shares sold, net −285,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Morgan Stanley | 0.01% | Reduce -6.1% | 1,045,061 | $131.1M |
| LPL Financial LLC | 0.03% | Reduce -3.0% | 886,245 | $111.1M |
| Wells Fargo & Company | 0.02% | Reduce -14.8% | 666,443 | $83.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.4% | 485,310 | $60.9M |
| Royal Bank of Canada | 0.01% | Reduce -4.8% | 262,355 | $32.9M |
| UBS Group AG | 0.01% | Reduce -3.9% | 215,057 | $27.0M |
| Cetera Investment Advisers | 0.03% | Add +16.5% | 197,204 | $24.7M |
| Baird Financial Group, Inc. | 0.04% | Add +3.8% | 182,997 | $22.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.9% | 124,755 | $15.6M |
| Three Cord True Wealth Management, LLC | 10.15% | Add +2.4% | 119,613 | $15.0M |
| Osaic Holdings, Inc. | 0.02% | Add +5.8% | 99,840 | $12.4M |
| Bank of America Corp. | 0.00% | Reduce -6.5% | 97,141 | $12.2M |
| Stifel Financial Corp. | 0.01% | Reduce -3.7% | 87,451 | $11.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +8.0% | 78,348 | $9.8M |
| Lakeridge Wealth Management LLC | 4.07% | Reduce -8.4% | 72,986 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +22.5% | 69,271 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 67,910 | $8.5M |
| B. Riley Wealth Advisors, Inc. | 0.39% | Add +0.1% | 65,001 | $8.2M |
| Chicago Partners Investment Group LLC | 0.20% | Add +0.2% | 59,944 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.3% | 55,469 | $7.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -4.6% | 51,755 | $6.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.1% | 44,339 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +2.9% | 43,901 | $5.5M |
| Per Stirling Capital Management, LLC. | 0.62% | Reduce -0.8% | 41,483 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -2.9% | 40,203 | $5.0M |
| Western Wealth Management, LLC | 0.25% | Add +1.6% | 37,154 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -26.5% | 35,948 | $4.5M |
| Prospera Financial Services Inc | 0.06% | Reduce -5.2% | 30,068 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +314.1% | 27,593 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.7% | 25,413 | $3.2M |
| Solutions 4 Wealth, Ltd | 4.36% | Add +0.0% | 22,413 | $2.8M |
| Benjamin Edwards Inc. | 0.03% | Reduce -18.3% | 21,638 | $2.7M |
| Bellevue Asset Management, LLC | 1.21% | Reduce -11.3% | 21,024 | $2.6M |
| FSM Wealth Advisors, LLC | 0.36% | Reduce -3.5% | 20,540 | $2.6M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -2.1% | 20,366 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 19,295 | $2.4M |
| Comerica Bank | 0.01% | Reduce -0.3% | 19,199 | $2.4M |
| Virtu Financial LLC | 0.13% | New | 18,424 | $2.3M |
| Citizens Financial Group Inc. | 0.03% | Add +148.4% | 18,234 | $2.3M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -0.7% | 16,768 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 16,757 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -11.0% | 16,386 | $2.1M |
| Bedel Financial Consulting, Inc. | 0.25% | Reduce -7.1% | 15,700 | $2.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.4% | 15,037 | $1.9M |
| &partners | 0.01% | Reduce -0.3% | 14,472 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Add +3.8% | 13,165 | $1.7M |
| Creative Planning | 0.00% | Reduce -1.1% | 13,089 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +13.6% | 12,678 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.45% | Reduce -1.7% | 12,626 | $1.6M |
| Cozad Asset Management Inc. | 0.12% | Reduce -13.5% | 12,467 | $1.6M |
| Proactive Wealth Strategies LLC | 0.65% | Reduce -1.2% | 12,083 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.48% | Reduce -1.0% | 11,186 | $1.4M |
| FWG Holdings, LLC | 0.60% | Reduce -71.0% | 11,107 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -1.4% | 10,985 | $1.4M |
| AssuredPartners Investment Advisors, LLC | 0.30% | Reduce -7.9% | 10,808 | $1.4M |
| Park National Corp. | 0.04% | Reduce -6.3% | 10,229 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.25% | Reduce -1.0% | 10,095 | $1.3M |
| LVZ, Inc. | 0.14% | Reduce -41.5% | 9,527 | $1.2M |
| Pacific Sun Financial Corp | 0.57% | Reduce -7.3% | 9,364 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | No change | 8,918 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.7% | 8,746 | $1.1M |
| Keystone Wealth Services, LLC | 0.22% | No change | 8,187 | $1.0M |
| Potentia Wealth | 0.38% | Reduce -3.9% | 7,935 | $995K |
| GPS Wealth Strategies Group, LLC | 0.10% | Add +13.9% | 7,840 | $983K |
| Crux Wealth Advisors | 0.38% | Reduce -4.7% | 7,622 | $956K |
| Empirical Asset Management, LLC | 0.26% | Reduce -48.4% | 7,588 | $952K |
| MML Investors Services, LLC | 0.00% | Add +9.8% | 7,552 | $947K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.6% | 7,548 | $947K |
| Southland Equity Partners LLC | 0.18% | Reduce -0.5% | 7,230 | $907K |
| United Advisor Group, LLC | 0.12% | Reduce -0.6% | 7,143 | $896K |
| Flow Traders U.S. LLC | 0.03% | New | 6,025 | $756K |
| Citadel Advisors | 0.00% | Reduce -47.8% | 6,026 | $756K |
| Rockefeller Capital Management L.P. | 0.00% | New | 5,770 | $724K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,586 | $701K |
| Rathbones Group PLC | 0.00% | Reduce -0.2% | 5,371 | $674K |
| PFG Advisors | 0.03% | Reduce -2.7% | 5,220 | $655K |
| Sigma Planning Corp | 0.02% | Add +173.8% | 5,084 | $638K |
| Cwm, LLC | 0.00% | Add +0.1% | 5,034 | $631K |
| Three Seasons Wealth, LLC | 0.06% | Reduce -1.5% | 4,738 | $594K |
| Higgins & Schmidt Wealth Strategies LLC | 0.30% | Reduce -2.0% | 4,709 | $591K |
| First Heartland Consultants, Inc. | 0.05% | Add +22.4% | 4,697 | $589K |
| Apollon Wealth Management, LLC | 0.01% | No change | 4,696 | $589K |
| FMR LLC | 0.00% | Reduce -5.9% | 4,632 | $581K |
| IHT Wealth Management, LLC | 0.01% | Add +0.4% | 4,344 | $545K |
| Richmond Investment Services, LLC | 0.10% | No change | 4,178 | $524K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.9% | 4,155 | $521K |
| Independent Wealth Network Inc. | 0.15% | Reduce -0.8% | 3,831 | $480K |
| Mariner, LLC | 0.00% | No change | 3,709 | $465K |
| Moneco Advisors, LLC | 0.04% | Reduce -4.3% | 3,688 | $462K |
| Bensler, LLC | 0.05% | Add +67.2% | 3,660 | $459K |
| TCFG Wealth Management, LLC | 0.18% | Reduce -0.2% | 3,640 | $456K |
| Moors & Cabot, Inc. | 0.02% | Add +2.0% | 3,625 | $455K |
| World Equity Group, Inc. | 0.10% | Add +2.3% | 3,547 | $445K |
| National Wealth Management Group, LLC | 0.17% | Add +12.9% | 3,539 | $444K |
| KPP Advisory Services LLC | 0.06% | No change | 3,463 | $434K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,457 | $434K |
| US Bancorp \de | 0.00% | Reduce -5.6% | 3,441 | $432K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,391 | $425K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 3,369 | $423K |
| Quantum Private Wealth, LLC | 0.12% | No change | 3,355 | $421K |
"% 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.