Who owns FNX?
First Trust Mid Cap Core AlphaDEX Fund · First Trust
210 institutions reported holding FNX, worth $947.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FNX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $162.7M | 1,111,571 | +30,282 shares |
| LPL Financial LLC | Fort Mill, SC | $152.3M | 1,040,651 | +77,967 shares |
| Wells Fargo & Company | San Francisco, CA | $103.6M | 708,174 | −11,741 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $64.1M | 438,102 | −3,453 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $43.3M | 295,647 | +21,696 shares |
| Cetera Investment Advisers | Schaumburg, IL | $30.7M | 209,531 | +11,398 shares |
| Bank of America Corp. | Charlotte, NC | $30.5M | 208,405 | +2,838 shares |
| UBS Group AG | Zurich, Switzerland | $29.1M | 199,156 | −8,520 shares |
| Baird Financial Group, Inc. | Milwaukee, WI | $23.5M | 160,820 | +3,832 shares |
| Three Cord True Wealth Management, LLC | Beaver, PA | $21.2M | 144,922 | +8,144 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FNX?
210 institutional managers reported holding FNX in Form 13F filings for June 30, 2026, worth $947.6M in total. The largest reported position was held by Morgan Stanley, at $162.7M.
Did institutions buy or sell FNX last quarter?
Reported 13F value rose 16.9% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FNX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.