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First Trust Mid Cap Value AlphaDEX Fund
FNK

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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

5% more funds holding

Funds holding: 59 → 62 (+3)

1.29% more ownership

Funds ownership: 68.44% → 69.73% (+1.3%)

0% more capital invested

Capital invested by funds: $151M → $151M (+$101K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.82%
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

Rank Fund Capital Flow
1
TIM
Total Investment Management
Arizona
+$1.5M
2
ATPW
Ashton Thomas Private Wealth
Arizona
+$1.1M
3
Stifel Financial
Stifel Financial
Missouri
+$928K
4
Citadel Advisors
Citadel Advisors
Florida
+$905K
5
TCM
Triumph Capital Management
Colorado
+$707K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.84M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$712K
3
Morgan Stanley
Morgan Stanley
New York
-$543K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$467K
5
TRCT
Tower Research Capital (TRC)
New York
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
KP
26
Keel Point
Alabama
$566K -$2.58K -47 -0.4%
PAG
27
Private Advisor Group
New Jersey
$382K -$128K -2,333 -25%
TRCT
28
Tower Research Capital (TRC)
New York
$377K -$415K -7,540 -52%
P
29
&Partners
Tennessee
$320K +$327K +5,949 New
Jones Financial Companies
30
Jones Financial Companies
Missouri
$309K +$266K +4,843 +519%
LFAS
31
Level Four Advisory Services
Texas
$300K – – –
DWP
32
Daymark Wealth Partners
Ohio
$300K +$1.65K +30 +0.5%
TA
33
TKG Advisors
Indiana
$280K +$4.51K +82 +2%
SPC
34
Sigma Planning Corp
Michigan
$272K -$3.46K -63 -1%
AWA
35
Arete Wealth Advisors
Illinois
$239K – – –
MC
36
Moors & Cabot
Massachusetts
$230K – – –
DAS
37
Dynamic Advisor Solutions
Arizona
$217K – – –
GVAG
38
Great Valley Advisor Group
Delaware
$213K +$3.13K +57 +1%
FFA
39
Founders Financial Alliance
North Carolina
$153K +$880 +16 +0.6%
GI
40
GAMMA Investing
California
$108K +$11.5K +209 +12%
OC
41
Oarsman Capital
Wisconsin
$62.5K +$64.3K +1,169 New
GWM
42
Geneos Wealth Management
Colorado
$42.8K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$23.3K +$55 +1 +0.2%
CFGS
44
Concourse Financial Group Securities
Alabama
$20.3K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
PTC
46
Private Trust Company
Ohio
$17K – – –
FFA
47
Farther Finance Advisors
California
$14.9K – – –
Comerica Bank
48
Comerica Bank
Texas
$14.6K -$1.43K -26 -9%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$13.2K – – –
HNB
50
Hilltop National Bank
Wyoming
$11.6K – – –
1
2
3

FNK Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Value AlphaDEX Fund (FNK) for Q4 2024, worth a combined $151M — up 0.07% from $151M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FNK positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Total Investment Management, adding an estimated $1.5M. The largest seller was Royal Bank of Canada, cutting an estimated $1.84M.

  • 62 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $151M of First Trust Mid Cap Value AlphaDEX Fund stock for Q4 2024, up 0.07% quarter-over-quarter.
  • 9 funds opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q4 2024 and 4 closed out, a net change of +5 holders.
  • The largest First Trust Mid Cap Value AlphaDEX Fund buyer in Q4 2024 was Total Investment Management, an estimated $1.5M added.
  • The largest First Trust Mid Cap Value AlphaDEX Fund seller in Q4 2024 was Royal Bank of Canada, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2024.