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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

54 hedge funds and large institutions have $145M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
19
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.92M
2
ATPW
Ashton Thomas Private Wealth
Arizona
+$1.06M
3
Wells Fargo
Wells Fargo
California
+$940K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$692K
5
BEI
Benjamin Edwards Inc
Missouri
+$657K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$2.69M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.07M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.94M
4
Two Sigma Investments
Two Sigma Investments
New York
-$933K
5
TRCT
Tower Research Capital (TRC)
New York
-$665K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$375K +$69K +1,334 +23%
P
27
&Partners
Tennessee
$350K -$52.8K -1,020 -13%
LFAS
28
Level Four Advisory Services
Texas
$291K – – –
TA
29
TKG Advisors
Indiana
$272K +$9.52K +184 +4%
SPC
30
Sigma Planning Corp
Michigan
$249K -$13.8K -266 -5%
AWA
31
Arete Wealth Advisors
Illinois
$232K – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$227K -$11.1K -215 -5%
TCM
33
Triumph Capital Management
Colorado
$218K -$520K -10,041 -70%
DWP
34
Daymark Wealth Partners
Ohio
$212K +$414 +8 +0.2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$211K -$1.94M -37,426 -90%
GVAG
36
Great Valley Advisor Group
Delaware
$207K +$104 +2 +0.1%
GWM
37
Geneos Wealth Management
Colorado
$124K -$41.4K -800 -25%
GI
38
GAMMA Investing
California
$105K – – –
NS
39
NBC Securities
Alabama
$59K – – –
PTC
40
Private Trust Company
Ohio
$16.5K – – –
FFA
41
Farther Finance Advisors
California
$14.4K – – –
Comerica Bank
42
Comerica Bank
Texas
$14.1K -$52 -1 -0.4%
GEA
43
Glen Eagle Advisors
New Jersey
$10.4K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$8.54K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$8.18K – – –
PS
46
Principal Securities
Iowa
$6.42K +$6.42K +124 New
HI
47
Harbour Investments
Wisconsin
$5.54K – – –
GTAM
48
Global Trust Asset Management
Florida
$5.21K – – –
CAL
49
Capital Analysts LLC
Pennsylvania
$5K -$11.4K -214 -69%
GRP
50
Global Retirement Partners
California
$4.66K +$4.66K +90 New
1
2
3