FIRST TRUST MID CAP CORE ALP (FNX) Institutional Ownership Changes & 13F Activity

FIRST TRUST MID CAP CORE ALP (FNX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include &Partners, Royal Bank Of Canada, Cozad Asset Management Inc, Wells Fargo & Company/Mn, and Gts Securities Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+361+17.8%2,389$349.58KQ2 2026Sep 09, 2026
Mercer Global Advisors IncSell-510-21.3%1,882$275.42KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+70+3.5%2,078$304.09KQ2 2026Aug 19, 2026
Transamerica Financial Advisors, LlcSell-5,963-97.8%135$19.80KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-250-11.6%1,901$278.00KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+53+0.6%9,138$1.34MQ2 2026Aug 17, 2026
&PartnersBuy+23,228+142.4%39,538$5.75MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+21,696+7.9%295,647$43.27MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+12,26812,268$1.80MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-11,741-1.6%708,174$103.64MQ2 2026Aug 14, 2026
Gts Securities LlcSell-9,574-58.9%6,667$975.70KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+4,7784,778$699.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+3,540+28.5%15,974$2.34MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-3,453-0.8%438,102$64.11MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+2,838+1.4%208,405$30.50MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+2,6532,653$388.28KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+2,6362,636$385.83KQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+2,100+2.7%78,951$11.55MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-1,949-3.6%52,136$7.63MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+1,210+3.2%38,903$5.69MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,124+8.1%15,078$2.19MQ2 2026Aug 14, 2026
Fwg Holdings, LlcSell-413-2.4%16,658$2.39MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+340340$49.61KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+339+21.1%1,949$285.20KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-87-4.7%1,780$260.50KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-17-1.8%913$133.68KQ2 2026Aug 14, 2026
Element Wealth, LlcSell-7-0.2%3,011$440.65KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+6+0.1%4,574$669.45KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+3+0.2%1,697$248.36KQ2 2026Aug 14, 2026
Marshall Investment Management, LlcBuy+1+0.2%542$79.36KQ2 2026Aug 14, 2026
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Frequently asked questions about FNX activity

  • Which institutional owners are buying FNX?

    Institutional owners buying FNX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FNX activity?

    "Buy" means an investor increased their reported position in FNX compared to the prior reporting period. This reflects growing exposure to FIRST TRUST MID CAP CORE ALP (FNX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FNX increasing?

    Institutional interest in FNX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.