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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

61 hedge funds and large institutions have $158M invested in First Trust Mid Cap Value AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
17
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.15M
2
OPOWM
2
One Plus One Wealth Management
Florida
$3.51M
3
RJA
3
Raymond James & Associates
Florida
$8.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.41M
5
KDA
5
Kraft Davis & Associates
Missouri
$1.17M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$1.27M
3
RA
3
RiverTree Advisors
Florida
$0
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$5.41M
5
PAG
5
Private Advisory Group
Washington
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
26
Transamerica Financial Advisors
Florida
$909K 21,147 -12,819 -38%
EH
27
Equitable Holdings
New York
$816K 18,986 +18,986 New
Goldman Sachs
28
Goldman Sachs
New York
$758K 17,636 +17,636 New
TRCT
29
Tower Research Capital (TRC)
New York
$612K 14,246 -14,314 -50%
MCC
30
Money Concepts Capital
Florida
$506K 11,780 +11,780 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$484K 11,263 -27,301 -71%
KP
32
Keel Point
Alabama
$482K 11,217 +106 +1%
OBWG
33
Onyx Bridge Wealth Group
New York
$403K 8,964 +8,964 New
WP
34
WealthSource Partners
California
$383K 8,910 +860 +11%
MOS
35
MGO One Seven
Ohio
$351K 8,165 – –
DADC
36
D.A. Davidson & Co
Montana
$293K 6,811 – –
MML Investors Services
37
MML Investors Services
Massachusetts
$290K 6,749 -1,179 -15%
TA
38
TKG Advisors
Indiana
$257K 5,971 +17 +0.3%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$249K 5,803 +1 +0%
AWA
40
Arkadios Wealth Advisors
Georgia
$217K 5,040 +5,040 New
PTC
41
Private Trust Company
Ohio
$198K 4,597 – –
ASN
42
Advisory Services Network
Georgia
$168K 3,904 +3,904 New
FFA
43
Founders Financial Alliance
North Carolina
$122K 2,831 – –
S
44
SignatureFD
Georgia
$85.9K 2,000 -300 -13%
HI
45
Harbour Investments
Wisconsin
$43.6K 1,014 -1,278 -56%
GWM
46
Geneos Wealth Management
Colorado
$34.4K 800 – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$25K 573 +573 New
SPIA
48
Steward Partners Investment Advisory
New York
$18.3K 426 +2 +0.5%
CFGS
49
Concourse Financial Group Securities
Alabama
$15.8K 367 – –
GTAM
50
Global Trust Asset Management
Florida
$13K 301 -201 -40%
1
2
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