FIRST TRUST MID CAP CORE ALP (FNX) Institutional Shareholders
FIRST TRUST MID CAP CORE ALP (FNX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $811.56M in FNX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FNX tracked by InsiderSet, reporting ownership valued at approximately $138.67M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $154.92M, representing an estimated gain of +11.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed FNX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST MID CAP CORE ALP (FNX).
This page ranks the largest institutional FNX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
209
Total Reported Value
$811.56M
Largest Holder
Morgan Stanley
Largest Position
$138.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,081,289 | $138,667,525 | $154,922,655 | +$16,255,130 | +11.72% | |
| Lpl Financial Llc | 0.03% | 962,684 | $123,457,097 | $137,929,417 | +$14,472,320 | +11.72% | |
| Wells Fargo & Company/Mn | 0.02% | 719,915 | $92,323,820 | $103,146,470 | +$10,822,650 | +11.72% | |
| Raymond James Financial Inc | 0.02% | 441,555 | $56,626,188 | $63,264,190 | +$6,638,002 | +11.72% | |
| Royal Bank Of Canada | 0.01% | 273,951 | $35,132,000 | $39,250,576 | +$4,118,576 | +11.72% | |
| Ubs Group Ag | 0.00% | 207,676 | $26,632,993 | $29,754,966 | +$3,121,973 | +11.72% | |
| Bank Of America Corp | 0.00% | 205,567 | $26,362,462 | $29,452,797 | +$3,090,335 | +11.72% | |
| Cetera Investment Advisers | 0.03% | 198,133 | $25,409,125 | $28,387,684 | +$2,978,559 | +11.72% | |
| Three Cord True Wealth Management, Llc | 10.09% | 144,922 | $21,208,872 | $20,763,830 | -$445,042 | -2.10% | |
| Baird Financial Group, Inc. | 0.03% | 156,988 | $20,132,549 | $22,492,597 | +$2,360,048 | +11.72% | |
| Hightower Advisors, Llc | 0.02% | 120,617 | $15,467,709 | $17,281,509 | +$1,813,800 | +11.73% | |
| Stifel Financial Corp | 0.01% | 90,925 | $11,660,614 | $13,027,361 | +$1,366,747 | +11.72% | |
| Perryman Financial Advisory Inc | 1.38% | 71,100 | $10,405,190 | $10,186,916 | -$218,274 | -2.10% | |
| Per Stirling Capital Management, Llc. | 1.09% | 76,851 | $9,855,512 | $11,010,896 | +$1,155,384 | +11.72% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 76,389 | $9,796,285 | $10,944,703 | +$1,148,418 | +11.72% | |
| Kestra Advisory Services, Llc | 0.04% | 73,929 | $9,480,804 | $10,592,244 | +$1,111,440 | +11.72% | |
| Commonwealth Equity Services, Llc | 0.01% | 67,449 | $8,649,810 | $9,663,816 | +$1,014,006 | +11.72% | |
| Chicago Partners Investment Group Llc | 0.18% | 60,065 | $8,264,292 | $8,605,867 | +$341,575 | +4.13% | |
| Osaic Holdings, Inc. | 0.01% | 54,085 | $6,936,806 | $7,749,077 | +$812,271 | +11.71% | |
| D.A. Davidson & Co. | 0.04% | 44,427 | $6,501,848 | $6,365,318 | -$136,530 | -2.10% | |
| Kestra Private Wealth Services, Llc | 0.07% | 46,614 | $5,977,851 | $6,678,663 | +$700,812 | +11.72% | |
| Sanctuary Advisors, Llc | 0.03% | 43,191 | $5,538,971 | $6,188,229 | +$649,258 | +11.72% | |
| Benjamin Edwards Inc | 0.05% | 34,934 | $5,119,192 | $5,005,200 | -$113,992 | -2.23% | |
| Stratos Wealth Partners, Ltd. | 0.06% | 39,760 | $5,098,977 | $5,696,650 | +$597,673 | +11.72% | |
| Envestnet Asset Management Inc | 0.00% | 38,025 | $4,876,410 | $5,448,066 | +$571,656 | +11.72% | |
| Western Wealth Management, Llc | 0.18% | 37,693 | $4,833,838 | $5,400,498 | +$566,660 | +11.72% | |
| First Trust Advisors Lp | 0.00% | 32,527 | $4,171,347 | $4,660,335 | +$488,988 | +11.72% | |
| Prospera Financial Services Inc | 0.05% | 25,645 | $3,753,199 | $3,674,310 | -$78,889 | -2.10% | |
| Private Advisor Group, Llc | 0.02% | 26,420 | $3,388,155 | $3,785,349 | +$397,194 | +11.72% | |
| Harbour Investments, Inc. | 0.05% | 25,775 | $3,305,521 | $3,692,936 | +$387,415 | +11.72% | |
| Fsm Wealth Advisors, Llc | 0.35% | 22,274 | $3,259,758 | $3,191,327 | -$68,431 | -2.10% | |
| Lakeridge Wealth Management Llc | 1.16% | 21,583 | $3,158,628 | $3,092,324 | -$66,304 | -2.10% | |
| Proactive Wealth Strategies Llc | 0.54% | 22,592 | $2,897,238 | $3,236,889 | +$339,651 | +11.72% | |
| Solutions 4 Wealth, Ltd | 4.29% | 22,247 | $2,852,994 | $3,187,459 | +$334,465 | +11.72% | |
| Snowden Capital Advisors Llc | 0.07% | 20,293 | $2,602,403 | $2,907,498 | +$305,095 | +11.72% | |
| Truist Financial Corp | 0.00% | 18,540 | $2,377,571 | $2,656,335 | +$278,764 | +11.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 16,587 | $2,366,084 | $2,376,517 | +$10,433 | +0.44% | |
| Citizens Financial Group Inc/Ri | 0.03% | 18,270 | $2,342,985 | $2,617,651 | +$274,666 | +11.72% | |
| Fwg Holdings, Llc | 0.84% | 17,071 | $2,214,096 | $2,445,863 | +$231,767 | +10.47% | |
| Rockefeller Capital Management L.P. | 0.00% | 17,053 | $2,187,043 | $2,443,284 | +$256,241 | +11.72% | |
| Perigon Wealth Management, Llc | 0.04% | 16,913 | $2,168,966 | $2,423,225 | +$254,259 | +11.72% | |
| &Partners | 0.01% | 16,310 | $2,091,401 | $2,336,830 | +$245,429 | +11.74% | |
| Gts Securities Llc | 0.07% | 16,241 | $2,082,795 | $2,326,944 | +$244,149 | +11.72% | |
| Fifth Third Bancorp | 0.00% | 16,021 | $2,054,575 | $2,295,423 | +$240,848 | +11.72% | |
| Bedel Financial Consulting, Inc. | 0.23% | 15,700 | $2,013,409 | $2,249,432 | +$236,023 | +11.72% | |
| Oppenheimer & Co Inc | 0.02% | 15,004 | $1,924,152 | $2,149,712 | +$225,560 | +11.72% | |
| Purus Wealth Management, Llc | 0.49% | 12,249 | $1,792,600 | $1,754,986 | -$37,614 | -2.10% | |
| Kaydan Wealth Management, Inc. | 0.54% | 12,109 | $1,772,111 | $1,734,928 | -$37,183 | -2.10% | |
| Jones Financial Companies Lllp | 0.00% | 13,954 | $1,757,676 | $1,999,272 | +$241,596 | +13.75% | |
| Susquehanna International Group, Llp | 0.00% | 12,434 | $1,594,568 | $1,781,493 | +$186,925 | +11.72% |
Frequently asked questions about FNX
Who owns the most FNX stock?
The largest holders of FNX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MID CAP CORE ALP (FNX).
Is FNX widely held by superinvestors?
Many widely followed stocks like FNX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FNX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.