Who owns FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND (FNX)? Elite investor 13F holders
1 tracked elite investors reported holding FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND as of 2026-06-30, including Ancora Advisors / Ancora Holdings. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
1 tracked investors currently reported holding · Latest report period: 2026-06-30
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select value stocks from the NASDAQ US 500 Large Cap Index TM (the "base index") that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Ancora Advisors / Ancora Holdings | FIRST TRUST LRGCP GWT ALPHAD | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 22477.00 USD | 116.000000 | Shares | hold | Original filing |
| Ancora Advisors / Ancora Holdings | FIRST TR EXCHANGE TRADED FD | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 8656.00 USD | 95.000000 | Shares | hold | Original filing |
| Ancora Advisors / Ancora Holdings | FIRST TR EXCHANGE TRADED FD | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 8323.00 USD | 68.000000 | Shares | hold | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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