FNX

First Trust Mid Cap Core Alp

+$34.9M

Net Activity

Institutions Holding

206

Popularity Rank

#2811

Avg Weight

0.15%

Total Value

$810.1M

Ownership Trend

206 institutions currently hold FNX, with 95 net buyers and 68 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

68

Net Buying Institutions

95

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$138.7M
LF
LPL Financial LLC
$123.5M
WF
Wells Fargo & Company/mn
$92.3M
RJ
Raymond James Financial INC
$56.6M
RB
Royal Bank Of Canada
$35.1M

Top 5 by Conviction

TC
Three Cord True Wealth Management, LLC
9.75%
S4
Solutions 4 Wealth, Ltd
4.29%
LW
Lakeridge Wealth Management LLC
1.44%
PF
Perryman Financial Advisory INC /ad
1.35%
PS
Per Stirling Capital Management, LLC.
1.09%
View all 206 holding institutions

Quarterly Activity

Recent Activity

+$697.2M

Total Buy Value

$221.0M

Total Sell Value

New buy22
Trim59
Add73
Sold out9

95

Net Buyers

68

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST MID CAP CORE ALP (FNX)?
Major stakeholders currently include Morgan Stanley ($138.7M), LPL Financial LLC ($123.5M), Wells Fargo & Company/mn ($92.3M). Based on the latest 13F filings, there are a total of 206 tracked investment funds and institutions maintaining positions in FNX.
What is the overall institutional sentiment toward FNX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $34.9M, driven by 95 managers accumulating shares while 68 reduced their exposure.
Which institutions have been selling or reducing their FNX positions?
In the latest period, 59 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $221.0M.
Are there any notable investors adding FNX to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 73 existing holders added to their shares. The total reported buy value for the quarter amounted to $697.2M.

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