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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

52 hedge funds and large institutions have $138M invested in First Trust Mid Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
24
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$43.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.19M
3
UBS Group
3
UBS Group
Switzerland
$4.47M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.55M
5
PAG
5
Private Advisory Group
Washington
$3.12M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$308K
2
GIA
2
Gladstone Institutional Advisory
Florida
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
Wells Fargo
4
Wells Fargo
California
$14.5M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$919K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$566K 14,805 +1,578 +12%
KP
27
Keel Point
Alabama
$424K 11,111 +829 +8%
PAG
28
Private Advisor Group
New Jersey
$404K 10,586 -1,578 -13%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$370K 9,707 +9,707 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$308K 8,071 -387,618 -98%
WP
31
WealthSource Partners
California
$307K 8,050 +8,050 New
MML Investors Services
32
MML Investors Services
Massachusetts
$303K 7,928 +426 +6%
DADC
33
D.A. Davidson & Co
Montana
$260K 6,811 -88 -1%
TA
34
TKG Advisors
Indiana
$227K 5,954 -2,093 -26%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$221K 5,802 +1 +0%
PTC
36
Private Trust Company
Ohio
$175K 4,597 – –
FFA
37
Founders Financial Alliance
North Carolina
$108K 2,831 – –
HI
38
Harbour Investments
Wisconsin
$93K 2,292 – –
S
39
SignatureFD
Georgia
$88K 2,300 +2,300 New
CAL
40
Capital Analysts LLC
Pennsylvania
$39K 1,017 +94 +10%
GWM
41
Geneos Wealth Management
Colorado
$30K 800 – –
GTAM
42
Global Trust Asset Management
Florida
$19K 502 – –
SPIA
43
Steward Partners Investment Advisory
New York
$16K 424 – –
CFGS
44
Concourse Financial Group Securities
Alabama
$14K 367 – –
TWC
45
TD Waterhouse Canada
Ontario, Canada
$11.2K 284 – –
PP
46
Pacifica Partners
Canada
$10K 236 – –
GRP
47
Global Retirement Partners
California
$10K 231 +216 +1,440%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$9K 243 – –
GEA
49
Glen Eagle Advisors
New Jersey
$7.63K 200 – –
GWSG
50
GPS Wealth Strategies Group
Colorado
$3K 67 +67 New
1
2
3