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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

60 hedge funds and large institutions have $150M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
16
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.92M
3
PAG
3
Private Advisory Group
Washington
$1.02M
4
LS
4
Leelyn Smith
Illinois
$546K
5
TIM
5
Total Investment Management
Arizona
$67M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.91M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.72M
4
SPC
4
Sigma Planning Corp
Michigan
$299K
5
Wells Fargo
5
Wells Fargo
California
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LS
26
Leelyn Smith
Illinois
$546K 10,699 +10,699 New
KP
27
Keel Point
Alabama
$541K 10,407 +369 +4%
PAG
28
Private Advisor Group
New Jersey
$490K 9,607 +2,863 +42%
PFS
29
Prospera Financial Services
Texas
$378K 7,410 +7,410 New
DADC
30
D.A. Davidson & Co
Montana
$343K 6,727 -6 -0.1%
SPC
31
Sigma Planning Corp
Michigan
$299K 5,853 -22,771 -80%
LFAS
32
Level Four Advisory Services
Texas
$287K 5,626 -500 -8%
DWP
33
Daymark Wealth Partners
Ohio
$282K 5,525 +5,525 New
TA
34
TKG Advisors
Indiana
$251K 4,921 -504 -9%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$251K 4,911 +649 +15%
AWA
36
Arete Wealth Advisors
Illinois
$228K 4,475 +4,475 New
FFA
37
Founders Financial Alliance
North Carolina
$145K 2,831 – –
GI
38
GAMMA Investing
California
$92.7K 1,816 +885 +95%
NS
39
NBC Securities
Alabama
$58K 1,150 – –
GWM
40
Geneos Wealth Management
Colorado
$40.8K 800 – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$29K 573 – –
Jones Financial Companies
42
Jones Financial Companies
Missouri
$24.5K 480 – –
SPIA
43
Steward Partners Investment Advisory
New York
$22.1K 432 +1 +0.2%
HI
44
Harbour Investments
Wisconsin
$20K 391 -490 -56%
CFGS
45
Concourse Financial Group Securities
Alabama
$18.7K 367 – –
PTC
46
Private Trust Company
Ohio
$16.2K 318 -4,279 -93%
Comerica Bank
47
Comerica Bank
Texas
$15K 294 +15 +5%
FFA
48
Farther Finance Advisors
California
$14.1K 278 – –
TFA
49
Transamerica Financial Advisors
Florida
$13K 251 – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$12.5K 246 – –
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