First Trust Mid Cap Core AlpFNXETF
13F holders, Q4 2025 (December 31)196holders +8
10new positions
12sold out
1famous investor
$126.04avg. 13F price*
At the end of Q4 2025, 196 institutions reported holding First Trust Mid Cap Core Alp (FNX) in their 13F filings, up 8 from Q3 2025. 10 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($132.3M), LPL Financial LLC ($117.7M) and Wells Fargo & Company ($85.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.4M |
| Exits | 12 | $6.7M |
All 13F filers, Q3 2025 → Q4 2025: 233,314 shares bought and 250,782 shares sold, net −17,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 196 holders
| Morgan Stanley | 0.01% | Add +0.5% | 1,050,519 | $132.3M |
| LPL Financial LLC | 0.03% | Add +5.5% | 934,661 | $117.7M |
| Wells Fargo & Company | 0.02% | Add +1.9% | 679,379 | $85.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -8.3% | 444,887 | $56.0M |
| Royal Bank of Canada | 0.01% | Reduce -0.4% | 261,411 | $32.9M |
| UBS Group AG | 0.01% | Add +1.3% | 217,783 | $27.4M |
| Cetera Investment Advisers | 0.03% | Reduce -0.7% | 195,814 | $24.7M |
| Baird Financial Group, Inc. | 0.04% | Add +1.0% | 184,747 | $23.3M |
| Bank of America Corp. | 0.00% | Add +34.8% | 130,973 | $16.5M |
| Three Cord True Wealth Management, LLC | 9.53% | Add +8.8% | 130,118 | $16.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.4% | 124,232 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +1.5% | 88,793 | $11.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -1.3% | 77,347 | $9.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.8% | 73,315 | $9.2M |
| Perryman Financial Advisory Inc. | 1.30% | — | 70,159 | $8.8M |
| B. Riley Wealth Advisors, Inc. | 0.41% | Add +6.0% | 68,879 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.2% | 65,715 | $8.3M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -1.9% | 58,809 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -40.4% | 59,544 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.6% | 54,592 | $6.9M |
| D.A. Davidson & Co. | 0.04% | Reduce -8.7% | 47,280 | $6.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +4.8% | 45,996 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +165.5% | 44,495 | $5.6M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.2% | 43,359 | $5.5M |
| Per Stirling Capital Management, LLC. | 0.60% | Add +1.8% | 42,207 | $5.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -1.5% | 39,609 | $5.0M |
| Western Wealth Management, LLC | 0.21% | Reduce -0.9% | 36,820 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.5% | 30,722 | $3.9M |
| Prospera Financial Services Inc | 0.06% | Reduce -7.3% | 27,858 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +3.7% | 26,342 | $3.3M |
| Lakeridge Wealth Management LLC | 1.47% | Reduce -64.8% | 25,672 | $3.2M |
| Solutions 4 Wealth, Ltd | 4.25% | Reduce -0.4% | 22,329 | $2.8M |
| FSM Wealth Advisors, LLC | 0.38% | Add +8.5% | 22,291 | $2.8M |
| Bellevue Asset Management, LLC | 0.87% | Add +1.7% | 21,388 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 19,574 | $2.6M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -0.0% | 20,357 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Reduce -10.2% | 19,425 | $2.5M |
| Citizens Financial Group Inc. | 0.03% | Add +0.1% | 18,254 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +844.5% | 20,137 | $2.2M |
| First Heartland Consultants, Inc. | 0.17% | Add +270.8% | 17,416 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +6.0% | 17,377 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +196.6% | 17,112 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.8% | 16,911 | $2.1M |
| Comerica Bank | 0.01% | Reduce -14.7% | 16,375 | $2.1M |
| Bedel Financial Consulting, Inc. | 0.21% | No change | 15,700 | $2.0M |
| &partners | 0.01% | Add +8.3% | 15,677 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +0.2% | 15,073 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.7% | 13,879 | $1.7M |
| Harbour Investments, Inc. | 0.03% | Add +2.7% | 13,515 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +2.0% | 12,932 | $1.6M |
| Cozad Asset Management Inc. | 0.12% | Reduce -0.2% | 12,442 | $1.6M |
| Creative Planning | 0.00% | Reduce -5.2% | 12,413 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.44% | Reduce -3.6% | 12,168 | $1.5M |
| Citadel Advisors | 0.00% | Add +101.1% | 12,118 | $1.5M |
| FWG Holdings, LLC | 0.56% | Add +1.0% | 11,216 | $1.5M |
| Proactive Wealth Strategies LLC | 0.59% | Reduce -2.6% | 11,771 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -1.8% | 10,787 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +42.0% | 10,716 | $1.3M |
| DHJJ Financial Advisors, Ltd. | 0.44% | Reduce -5.1% | 10,613 | $1.3M |
| AssuredPartners Investment Advisors, LLC | 0.20% | Reduce -2.2% | 10,574 | $1.3M |
| Park National Corp. | 0.04% | No change | 10,229 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.23% | No change | 10,095 | $1.3M |
| Pacific Sun Financial Corp | 0.56% | Reduce -1.3% | 9,244 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +1.9% | 9,084 | $1.1M |
| LVZ, Inc. | 0.13% | Reduce -5.4% | 9,015 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +7.2% | 8,099 | $1.0M |
| Potentia Wealth | 0.36% | Reduce -0.5% | 7,897 | $995K |
| Southland Equity Partners LLC | 0.18% | Reduce -0.7% | 7,182 | $905K |
| United Advisor Group, LLC | 0.12% | Add +0.1% | 7,152 | $901K |
| Catalyst Investment Management LLC | 0.76% | — | 6,372 | $803K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.1% | 5,583 | $703K |
| Rathbones Group PLC | 0.00% | Add +2.4% | 5,499 | $693K |
| GTS Securities LLC | 0.02% | Add +133.6% | 5,056 | $637K |
| Three Seasons Wealth, LLC | 0.06% | Reduce -0.0% | 4,736 | $597K |
| Higgins & Schmidt Wealth Strategies LLC | 0.28% | Reduce -1.0% | 4,664 | $588K |
| FMR LLC | 0.00% | Add +0.4% | 4,649 | $586K |
| IHT Wealth Management, LLC | 0.01% | Add +5.9% | 4,602 | $580K |
| Cwm, LLC | 0.00% | Reduce -10.1% | 4,528 | $570K |
| Sigma Planning Corp | 0.02% | Reduce -13.3% | 4,408 | $555K |
| Hilton Head Capital Partners, LLC | 0.32% | — | 4,288 | $540K |
| Bensler, LLC | 0.05% | Add +14.5% | 4,191 | $528K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 4,155 | $523K |
| PFG Advisors | 0.03% | Reduce -20.6% | 4,142 | $522K |
| Independent Wealth Network Inc. | 0.15% | Reduce -1.3% | 3,780 | $476K |
| Richmond Investment Services, LLC | 0.08% | Reduce -10.3% | 3,748 | $472K |
| Moors & Cabot, Inc. | 0.02% | Add +0.1% | 3,628 | $457K |
| Moneco Advisors, LLC | 0.04% | Reduce -1.8% | 3,620 | $456K |
| World Equity Group, Inc. | 0.12% | Reduce -0.5% | 3,528 | $444K |
| KPP Advisory Services LLC | 0.06% | No change | 3,463 | $436K |
| National Wealth Management Group, LLC | 0.15% | Reduce -3.4% | 3,419 | $431K |
| US Bancorp \de | 0.00% | Reduce -1.1% | 3,402 | $429K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,391 | $427K |
| Mariner, LLC | 0.00% | Reduce -8.6% | 3,389 | $427K |
| TCFG Wealth Management, LLC | 0.17% | Reduce -7.0% | 3,384 | $426K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 3,375 | $425K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 3,230 | $407K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.0% | 3,205 | $404K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -7.7% | 3,191 | $402K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -34.6% | 3,071 | $387K |
| Element Wealth, LLC | 0.16% | Reduce -0.3% | 3,039 | $383K |
"% 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.