FNX

First Trust Mid Cap Core Alp

Latest period2026 - Q2Total superinvestors22

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 22 superinvestors own shares of First Trust Mid Cap Core Alp (FNX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Mid Cap Core Alp (FNX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Mid Cap Core Alp (FNX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Mid Cap Core Alp (FNX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Sonia Biastti@Prospera Financial Services Inc
Recent Activity
Decreased -8.55%
0.06%
$3.753M
25,645 shares@ 146.36 avg price
Jonathan Wowak@Fsm Wealth Advisors, Llc
Recent Activity
Decreased -4.49%
0.35%
$3.26M
22,274 shares@ 146.35 avg price
Gabrielle Magdziarz@Lakeridge Wealth Management Llc
Recent Activity
Decreased -17.56%
1.16%
$3.159M
21,583 shares@ 146.35 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -11.68%
0.01%
$2.366M
16,587 shares@ 142.65 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 73.23%
0.5%
$1.793M
12,249 shares@ 146.35 avg price
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Decreased -0.83%
0.05%
$1.478M
10,099 shares@ 146.35 avg price
Ryan Vander Zwart@Lvz, Inc.
Recent Activity
Decreased -5.13%
0.14%
$1.356M
9,265 shares@ 146.35 avg price
PETER KRUSSEL@Southland Equity Partners Llc
Recent Activity
Decreased -1.11%
0.18%
$999,289
6,828 shares@ 146.36 avg price
Daniel Ortega@B. Riley Wealth Advisors, Inc.
Recent Activity
Decreased -5%
0.04%
$685,610
4,705 shares@ 145.72 avg price
William Dudley Webb Jr.@World Equity Group, Inc.
Recent Activity
Increased 11.94%
0.15%
$634,288
4,334 shares@ 146.36 avg price

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