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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Royal Bank Of Canada, Cetera Investment Advisers, Bank Of America Corp, and B. Riley Wealth Advisors, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cedrus Wealth Group LlcBuy+1,888—1,888$237.84KQ4 2025May 27, 2026
Independent Financial Group, LlcBuy+1,896—1,896$238.85KQ4 2025May 15, 2026
Rubicon Advisors, GpBuy+2,361—2,361$297.40KQ4 2025Mar 09, 2026
Anchor Investment Management, LlcBuy+273—273$34.39KQ4 2025Feb 26, 2026
Midfirst BankBuy+732—732$92.21KQ4 2025Feb 25, 2026
Catalyst Investment Management LlcBuy+6,372—6,372$802.72KQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+206—206$26.00KQ4 2025Feb 20, 2026
Mcguire Capital Advisors IncBuy+18—18$2.27KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+444,887—444,887$56.04MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+10,716—10,716$1.35MQ4 2025Feb 18, 2026
Cahill Financial Advisors IncBuy+1,971—1,971$248.28KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+1,661—1,661$209.24KQ4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+261,411—261,411$32.93MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+195,814—195,814$24.67MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+130,973—130,973$16.50MQ4 2025Feb 17, 2026
B. Riley Wealth Advisors, Inc.Buy+68,879—68,879$8.68MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+59,544—59,544$7.50MQ4 2025Feb 17, 2026
Per Stirling Capital Management, Llc.Buy+42,207—42,207$5.32MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+26,342—26,342$3.32MQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+20,357—20,357$2.56MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+17,112—17,112$2.16MQ4 2025Feb 17, 2026
&PartnersBuy+15,677—15,677$1.97MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+12,932—12,932$1.63MQ4 2025Feb 17, 2026
Creative PlanningBuy+12,413—12,413$1.56MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+12,118—12,118$1.53MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+9,084—9,084$1.14MQ4 2025Feb 17, 2026
Fmr LlcBuy+4,649—4,649$585.60KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+4,602—4,602$579.78KQ4 2025Feb 17, 2026
Coppell Advisory Solutions LlcBuy+3,001—3,001$381.57KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+2,887—2,887$363.69KQ4 2025Feb 17, 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.

FNX Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet