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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

58 hedge funds and large institutions have $183M invested in First Trust Mid Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
16
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.77M
3
KAS
3
Kestra Advisory Services
Texas
$7.63M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.77M
5
TIM
5
Total Investment Management
Arizona
$67.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$15.1M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$3.08M
4
TFA
4
Transamerica Financial Advisors
Florida
$24K
5
UBS Group
5
UBS Group
Switzerland
$4.21M
Name Market Value Shares Shares
Change 		Shares
Change %
KP
26
Keel Point
Alabama
$519K 10,172 -1,879 -16%
SPC
27
Sigma Planning Corp
Michigan
$491K 9,628 -18,762 -66%
PAG
28
Private Advisor Group
New Jersey
$443K 8,688 +3,378 +64%
CA
29
Cetera Advisors
Colorado
$390K 7,656 +589 +8%
DADC
30
D.A. Davidson & Co
Montana
$346K 6,776 -145 -2%
LFAS
31
Level Four Advisory Services
Texas
$312K 6,126 +538 +10%
TA
32
TKG Advisors
Indiana
$272K 5,331 +100 +2%
AWA
33
Arkadios Wealth Advisors
Georgia
$262K 5,137 +34 +0.7%
PTC
34
Private Trust Company
Ohio
$234K 4,597 – –
AWA
35
Arete Wealth Advisors
Illinois
$228K 4,475 +4,475 New
CAN
36
Cetera Advisor Networks
California
$203K 3,976 +3,976 New
FFA
37
Founders Financial Alliance
North Carolina
$144K 2,831 – –
TRCT
38
Tower Research Capital (TRC)
New York
$95K 1,862 -10,126 -84%
NS
39
NBC Securities
Alabama
$58K 1,150 – –
SIS
40
Sound Income Strategies
Florida
$51.3K 1,006 +1,006 New
GI
41
GAMMA Investing
California
$46.1K 931 +931 New
HI
42
Harbour Investments
Wisconsin
$44.9K 881 – –
GWM
43
Geneos Wealth Management
Colorado
$40.8K 800 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$29K 573 – –
ASN
45
Advisory Services Network
Georgia
$28.3K 554 +554 New
TFA
46
Transamerica Financial Advisors
Florida
$24K 453 -30,189 -99%
SPIA
47
Steward Partners Investment Advisory
New York
$22K 431 +2 +0.5%
CFGS
48
Concourse Financial Group Securities
Alabama
$18.7K 367 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$12.5K 246 +1 +0.4%
PP
50
Pacifica Partners
Canada
$11.1K 236 – –
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