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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

53 hedge funds and large institutions have $142M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
19
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.25M
2
ATPW
2
Ashton Thomas Private Wealth
Arizona
$1.38M
3
Wells Fargo
3
Wells Fargo
California
$14.1M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.46M
5
BEI
5
Benjamin Edwards Inc
Missouri
$2.33M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.63M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.46M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$211K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$430K
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$69.4M 1,341,584 -4,281 -0.3%
Wells Fargo
2
Wells Fargo
California
$14.1M 272,244 +18,159 +7%
LPL Financial
3
LPL Financial
California
$13.1M 253,587 -1,347 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$12.1M 234,184 +6,880 +3%
UBS Group
5
UBS Group
Switzerland
$3.31M 64,020 -1,368 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.25M 62,711 +37,100 +145%
Raymond James Financial
7
Raymond James Financial
Florida
$2.63M 50,739 -52,038 -51%
BEI
8
Benjamin Edwards Inc
Missouri
$2.33M 44,966 +12,702 +39%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.01M 38,914 -1,463 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.78M 33,209 -7,981 -19%
KWM
11
Kingsview Wealth Management
Oregon
$1.73M 33,425 +338 +1%
Citadel Advisors
12
Citadel Advisors
Florida
$1.5M 29,056 +8,309 +40%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$1.46M 28,335 +13,383 +90%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.46M 28,139 -39,914 -59%
ATPW
15
Ashton Thomas Private Wealth
Arizona
$1.38M 26,603 +20,554 +340%
Stifel Financial
16
Stifel Financial
Missouri
$1.38M 26,571 +6,538 +33%
SWP
17
Stratos Wealth Partners
Ohio
$1.04M 20,105 -894 -4%
GSC
18
G&S Capital
Colorado
$1.03M 19,893 +341 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$947K 18,292 +2,712 +17%
EH
20
Equitable Holdings
New York
$935K 18,058 +962 +6%
AWAG
21
ARS Wealth Advisors Group
Florida
$666K 12,860 +2 +0%
KP
22
Keel Point
Alabama
$573K 11,080 +145 +1%
PAG
23
Private Advisor Group
New Jersey
$437K 8,444 +605 +8%
TRCT
24
Tower Research Capital (TRC)
New York
$430K 8,311 -12,855 -61%
KAS
25
Kestra Advisory Services
Texas
$375K 7,246 +1,334 +23%
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