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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

58 hedge funds and large institutions have $145M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.18M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.47M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.43M
4
TIM
4
Total Investment Management
Arizona
$67.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$933K

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$0
2
SA
2
Sylvest Advisors
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$1.01M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$305K
5
LPL Financial
5
LPL Financial
California
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
26
Keel Point
Alabama
$552K +$17.8K +353 +3%
Jane Street
27
Jane Street
New York
$464K +$464K +9,201 New
PAG
28
Private Advisor Group
New Jersey
$395K +$34.9K +691 +10%
P
29
&Partners
Tennessee
$390K +$92.1K +1,836 +31%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$305K -$708K -14,038 -70%
KAS
31
Kestra Advisory Services
Texas
$298K +$298K +5,912 New
LFAS
32
Level Four Advisory Services
Texas
$283K – – –
SPC
33
Sigma Planning Corp
Michigan
$256K -$908 -18 -0.4%
TA
34
TKG Advisors
Indiana
$256K +$454 +9 +0.2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$232K +$232K +4,597 New
AWA
36
Arete Wealth Advisors
Illinois
$226K – – –
SG
37
StoneX Group
New York
$208K +$208K +4,126 New
DWP
38
Daymark Wealth Partners
Ohio
$207K -$76K -1,507 -27%
DAS
39
Dynamic Advisor Solutions
Arizona
$202K -$3.03K -60 -1%
GVAG
40
Great Valley Advisor Group
Delaware
$201K +$51 +1 +0%
GWM
41
Geneos Wealth Management
Colorado
$161K +$121K +2,400 +300%
FFA
42
Founders Financial Alliance
North Carolina
$145K +$504 +10 +0.3%
GI
43
GAMMA Investing
California
$102K – – –
NS
44
NBC Securities
Alabama
$58K +$58K +1,149 +114,900%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$33.7K +$27K +536 +403%
PTC
46
Private Trust Company
Ohio
$16K – – –
CAL
47
Capital Analysts LLC
Pennsylvania
$16K +$11.1K +214 +228%
FFA
48
Farther Finance Advisors
California
$14.1K – – –
Comerica Bank
49
Comerica Bank
Texas
$13.8K – – –
GEA
50
Glen Eagle Advisors
New Jersey
$10.1K – – –
1
2
3