FIRST TRUST MID CAP CORE ALP FNX
$144.05
-0.6% 52w: $111.18 – $146.35
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data111.18128.76146.35
Jun 20, 2025 Jul 2, 2026
Institutional holders
208
+12 QoQ
13F value
$813.9M
+4.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
5.3×
$174K calls / $33K puts
Institutional value by quarter
Number of holders
Who owns FNX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.1M | $138.7M | 0.0% | +2.9% |
| LPL Financial LLC | Bank broker | 962.7K | $123.5M | 0.0% | +3.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 719.9K | $92.3M | 0.0% | +6.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 441.6K | $56.6M | 0.0% | -0.7% |
| ROYAL BANK OF CANADA | Bank broker | 274.0K | $35.1M | 0.0% | +4.8% |
| UBS Group AG | Bank broker | 207.7K | $26.6M | 0.0% | -4.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 205.6K | $26.4M | 0.0% | +57.0% |
| Cetera Investment Advisers | Wealth advisor | 198.1K | $25.4M | 0.0% | +1.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 157.0K | $20.1M | 0.0% | -15.0% |
| Three Cord True Wealth Management, LLC | Wealth advisor | 136.8K | $17.5M | 9.7% | +5.1% |
| HighTower Advisors, LLC | Diversified mechanical | 120.6K | $15.5M | 0.0% | -2.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 90.9K | $11.7M | 0.0% | +2.4% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 76.9K | $9.9M | 1.1% | +82.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 76.4K | $9.8M | 0.0% | +4.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 73.9K | $9.5M | 0.0% | -4.4% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | Other | 70.2K | $9.0M | 1.3% | +0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 67.4K | $8.6M | 0.0% | +2.6% |
| Chicago Partners Investment Group LLC | Wealth advisor | 60.1K | $8.3M | 0.2% | +2.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 54.1K | $6.9M | 0.0% | -9.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 46.6K | $6.0M | 0.1% | +1.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 44.4K | $5.7M | 0.0% | -6.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 43.2K | $5.5M | 0.0% | -0.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 39.8K | $5.1M | 0.1% | +0.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 38.0K | $4.9M | 0.0% | -14.5% |
| Western Wealth Management, LLC | Wealth advisor | 37.7K | $4.8M | 0.2% | +2.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 33.9K | $4.3M | 0.0% | -37.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 33.4K | $4.3M | 0.0% | +8.8% |
| FIRST TRUST ADVISORS LP | Index provider | 32.5K | $4.2M | 0.0% | +1359.9% |
| Prospera Financial Services Inc | Diversified mechanical | 28.0K | $3.6M | 0.1% | +0.7% |
| Private Advisor Group, LLC | Wealth advisor | 26.4K | $3.4M | 0.0% | +0.3% |
| Lakeridge Wealth Management LLC | Wealth advisor | 26.2K | $3.4M | 1.4% | +2.0% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 25.8K | $3.3M | 0.1% | +90.7% |
| FSM Wealth Advisors, LLC | Wealth advisor | 23.3K | $3.0M | 0.4% | +4.6% |
| Proactive Wealth Strategies LLC | Wealth advisor | 22.6K | $2.9M | 0.5% | +91.9% |
| Solutions 4 Wealth, Ltd | Wealth advisor | 22.2K | $2.9M | 4.3% | -0.4% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 21.1K | $2.7M | 0.0% | +8.5% |
| Snowden Capital Advisors LLC | Diversified mechanical | 20.3K | $2.6M | 0.1% | -0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 18.8K | $2.4M | 0.0% | -4.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 18.5K | $2.4M | 0.0% | +6.7% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 18.3K | $2.3M | 0.0% | +0.1% |
| FWG Holdings, LLC | Wealth advisor | 17.1K | $2.2M | 0.8% | -23.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 17.1K | $2.2M | 0.0% | -0.3% |
| Perigon Wealth Management, LLC | Wealth advisor | 16.9K | $2.2M | 0.0% | 0.0% |
| &PARTNERS | Diversified mechanical | 16.3K | $2.1M | 0.0% | +4.0% |
| GTS SECURITIES LLC | Market maker | 16.2K | $2.1M | 0.1% | +221.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 16.0K | $2.1M | 0.0% | New |
| Bedel Financial Consulting, Inc. | Other | 15.7K | $2.0M | 0.2% | Held |
| OPPENHEIMER & CO INC | Diversified mechanical | 15.0K | $1.9M | 0.0% | -0.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 14.0K | $1.8M | 0.0% | +7.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 12.4K | $1.6M | 0.0% | +330.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.