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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

71 hedge funds and large institutions have $191M invested in First Trust Mid Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
26
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$9.5M
2
Wells Fargo
2
Wells Fargo
California
$18.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
GIA
4
Gladstone Institutional Advisory
Florida
$2.94M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.56M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.25M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
MCC
4
Money Concepts Capital
Florida
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$433K
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.22M 27,814 -805 -3%
SWP
27
Stratos Wealth Partners
Ohio
$1.18M 26,967 +1,972 +8%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.14M 26,133 -3,519 -12%
DAS
29
Dynamic Advisor Solutions
Arizona
$1.03M 23,675 +157 +0.7%
GSC
30
G&S Capital
Colorado
$1.03M 23,625 -2,502 -10%
AWAG
31
ARS Wealth Advisors Group
Florida
$880K 20,133 -2,650 -12%
EH
32
Equitable Holdings
New York
$829K 18,986 – –
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$754K 17,250 +17,250 New
TRCT
34
Tower Research Capital (TRC)
New York
$660K 15,099 +853 +6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$506K 11,581 +318 +3%
KP
36
Keel Point
Alabama
$503K 11,520 +303 +3%
LS
37
Leelyn Smith
Illinois
$498K 11,408 +11,408 New
MML Investors Services
38
MML Investors Services
Massachusetts
$467K 10,682 +3,933 +58%
TFA
39
Transamerica Financial Advisors
Florida
$433K 9,907 -11,240 -53%
MOS
40
MGO One Seven
Ohio
$357K 8,165 – –
DADC
41
D.A. Davidson & Co
Montana
$303K 6,942 +131 +2%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$254K 5,804 +1 +0%
PFS
43
Prospera Financial Services
Texas
$225K 5,161 +5,161 New
TA
44
TKG Advisors
Indiana
$224K 5,124 -847 -14%
AWA
45
Arkadios Wealth Advisors
Georgia
$221K 5,058 +18 +0.4%
PTC
46
Private Trust Company
Ohio
$201K 4,597 – –
ASN
47
Advisory Services Network
Georgia
$171K 3,905 +1 +0%
FFA
48
Founders Financial Alliance
North Carolina
$121K 2,831 – –
NA
49
NewEdge Advisors
Louisiana
$86.7K 1,985 +861 +77%
S
50
SignatureFD
Georgia
$80.8K 1,850 -150 -8%
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