FNK icon

First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

62 hedge funds and large institutions have $165M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.9%
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
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.99M
2
SPC
2
Sigma Planning Corp
Michigan
$1.55M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$819K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.19M
5
TRCT
5
Tower Research Capital (TRC)
New York
$644K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$231K
3
KAS
3
Kestra Advisory Services
Texas
$0
4
LPL Financial
4
LPL Financial
California
$15.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$644K 11,895 +10,033 +539%
KP
27
Keel Point
Alabama
$544K 10,038 -134 -1%
CA
28
Cetera Advisors
Colorado
$526K 9,718 +2,062 +27%
PAG
29
Private Advisor Group
New Jersey
$365K 6,744 -1,944 -22%
DADC
30
D.A. Davidson & Co
Montana
$365K 6,733 -43 -0.6%
LFAS
31
Level Four Advisory Services
Texas
$312K 6,126 – –
TA
32
TKG Advisors
Indiana
$294K 5,425 +94 +2%
CAN
33
Cetera Advisor Networks
California
$284K 5,252 +1,276 +32%
AWA
34
Arkadios Wealth Advisors
Georgia
$279K 5,149 +12 +0.2%
JIP
35
Jaffetilchin Investment Partners
Florida
$256K 4,729 +4,729 New
PTC
36
Private Trust Company
Ohio
$249K 4,597 – –
PWA
37
PCG Wealth Advisors
Kansas
$238K 4,395 +4,395 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$231K 4,262 -187,232 -98%
FFA
39
Founders Financial Alliance
North Carolina
$153K 2,831 – –
NS
40
NBC Securities
Alabama
$62K 1,150 – –
GI
41
GAMMA Investing
California
$50.4K 931 – –
HI
42
Harbour Investments
Wisconsin
$47.7K 881 – –
GWM
43
Geneos Wealth Management
Colorado
$43.3K 800 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$31K 573 – –
Jones Financial Companies
45
Jones Financial Companies
Missouri
$26K 480 +480 New
SPIA
46
Steward Partners Investment Advisory
New York
$23.3K 431 – –
AF
47
Allworth Financial
California
$22.9K 422 +422 New
CFGS
48
Concourse Financial Group Securities
Alabama
$19.9K 367 – –
Comerica Bank
49
Comerica Bank
Texas
$15.1K 279 +279 New
FFA
50
Farther Finance Advisors
California
$14.9K 278 +278 New
1
2
3