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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 %
P
26
&Partners
Tennessee
$350K 6,765 -1,020 -13%
LFAS
27
Level Four Advisory Services
Texas
$291K 5,614 – –
TA
28
TKG Advisors
Indiana
$272K 5,256 +184 +4%
SPC
29
Sigma Planning Corp
Michigan
$249K 4,807 -266 -5%
AWA
30
Arete Wealth Advisors
Illinois
$232K 4,475 – –
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$227K 4,382 -215 -5%
TCM
32
Triumph Capital Management
Colorado
$218K 4,210 -10,041 -70%
DWP
33
Daymark Wealth Partners
Ohio
$212K 4,105 +8 +0.2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$211K 4,080 -37,426 -90%
GVAG
35
Great Valley Advisor Group
Delaware
$207K 3,985 +2 +0.1%
GWM
36
Geneos Wealth Management
Colorado
$124K 2,400 -800 -25%
GI
37
GAMMA Investing
California
$105K 2,025 – –
NS
38
NBC Securities
Alabama
$59K 1,150 – –
PTC
39
Private Trust Company
Ohio
$16.5K 318 – –
FFA
40
Farther Finance Advisors
California
$14.4K 278 – –
Comerica Bank
41
Comerica Bank
Texas
$14.1K 272 -1 -0.4%
GEA
42
Glen Eagle Advisors
New Jersey
$10.4K 200 – –
SPIA
43
Steward Partners Investment Advisory
New York
$8.54K 165 – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$8.18K 158 – –
PS
45
Principal Securities
Iowa
$6.42K 124 +124 New
HI
46
Harbour Investments
Wisconsin
$5.54K 107 – –
GTAM
47
Global Trust Asset Management
Florida
$5.21K 101 – –
CAL
48
Capital Analysts LLC
Pennsylvania
$5K 94 -214 -69%
GRP
49
Global Retirement Partners
California
$4.66K 90 +90 New
GWSG
50
GPS Wealth Strategies Group
Colorado
$3.47K 67 – –
1
2
3