FNK icon

First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

51 hedge funds and large institutions have $138M invested in First Trust Mid Cap Value AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
18
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$48M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$6.08M
3
Wells Fargo
3
Wells Fargo
California
$9.64M
4
PAG
4
Private Advisory Group
Washington
$2.68M
5
LPL Financial
5
LPL Financial
California
$8.83M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$0
2
SPC
2
Sigma Planning Corp
Michigan
$584K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$17.8M
5
WP
5
WealthSource Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$584K 12,392 -48,571 -80%
Jane Street
27
Jane Street
New York
$547K 11,619 +11,619 New
CAN
28
Cetera Advisor Networks
California
$462K 9,798 -673 -6%
CA
29
Calton & Associates
Florida
$379K 8,046 +262 +3%
KP
30
Keel Point
Alabama
$365K 7,750 -2,111 -21%
DADC
31
D.A. Davidson & Co
Montana
$329K 6,993 -11 -0.2%
ASN
32
Advisory Services Network
Georgia
$324K 6,880 +6,880 New
KAS
33
Kestra Advisory Services
Texas
$284K 6,035 +25 +0.4%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
– – – –
MOS
35
MGO One Seven
Ohio
$253K 5,375 – –
TRCT
36
Tower Research Capital (TRC)
New York
$221K 4,678 -11,957 -72%
MCC
37
Money Concepts Capital
Florida
$207K 4,402 +4,402 New
HI
38
Harbour Investments
Wisconsin
$135K 2,872 +130 +5%
FFA
39
Founders Financial Alliance
North Carolina
$133K 2,831 – –
SPIA
40
Steward Partners Investment Advisory
New York
$65K 1,381 +1,000 +262%
GTAM
41
Global Trust Asset Management
Florida
$38K 802 +802 New
TFA
42
Transamerica Financial Advisors
Florida
$35K 732 +732 New
APA
43
American Portfolios Advisors
New York
$27.3K 580 – –
CA
44
Cornerstone Advisory
Maryland
$24K 505 +505 New
CFGS
45
Concourse Financial Group Securities
Alabama
$23K 487 – –
CAL
46
Capital Analysts LLC
Pennsylvania
$23K 488 +488 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$11K 242 – –
GEA
48
Glen Eagle Advisors
New Jersey
$9.42K 200 – –
FHC
49
First Heartland Consultants
Missouri
$7.4K 157,101 +16,977 +12%
CA
50
CoreCap Advisors
Michigan
$7K 141 +141 New
1
2
3