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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

62 hedge funds and large institutions have $151M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
19
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.85M
2
SA
2
Sylvest Advisors
Texas
$1.98M
3
TIM
3
Total Investment Management
Arizona
$70.9M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$1.07M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.21M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.09M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$817K
5
TRCT
5
Tower Research Capital (TRC)
New York
$377K
Name Market Value Shares Shares
Change 		Shares
Change %
KP
26
Keel Point
Alabama
$566K 10,582 -47 -0.4%
PAG
27
Private Advisor Group
New Jersey
$382K 7,148 -2,333 -25%
TRCT
28
Tower Research Capital (TRC)
New York
$377K 7,039 -7,540 -52%
P
29
&Partners
Tennessee
$320K 5,949 +5,949 New
Jones Financial Companies
30
Jones Financial Companies
Missouri
$309K 5,777 +4,843 +519%
LFAS
31
Level Four Advisory Services
Texas
$300K 5,614 – –
DWP
32
Daymark Wealth Partners
Ohio
$300K 5,604 +30 +0.5%
TA
33
TKG Advisors
Indiana
$280K 5,063 +82 +2%
SPC
34
Sigma Planning Corp
Michigan
$272K 5,091 -63 -1%
AWA
35
Arete Wealth Advisors
Illinois
$239K 4,475 – –
MC
36
Moors & Cabot
Massachusetts
$230K 4,306 – –
DAS
37
Dynamic Advisor Solutions
Arizona
$217K 4,062 – –
GVAG
38
Great Valley Advisor Group
Delaware
$213K 3,982 +57 +1%
FFA
39
Founders Financial Alliance
North Carolina
$153K 2,860 +16 +0.6%
GI
40
GAMMA Investing
California
$108K 2,025 +209 +12%
OC
41
Oarsman Capital
Wisconsin
$62.5K 1,169 +1,169 New
GWM
42
Geneos Wealth Management
Colorado
$42.8K 800 – –
SPIA
43
Steward Partners Investment Advisory
New York
$23.3K 435 +1 +0.2%
CFGS
44
Concourse Financial Group Securities
Alabama
$20.3K 367 – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$19K 359 – –
PTC
46
Private Trust Company
Ohio
$17K 318 – –
FFA
47
Farther Finance Advisors
California
$14.9K 278 – –
Comerica Bank
48
Comerica Bank
Texas
$14.6K 273 -26 -9%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$13.2K 247 – –
HNB
50
Hilltop National Bank
Wyoming
$11.6K 217 – –
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