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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

71 hedge funds and large institutions have $191M invested in First Trust Mid Cap Value AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
26
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$9.5M
2
Wells Fargo
2
Wells Fargo
California
$18.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.7M
4
GIA
4
Gladstone Institutional Advisory
Florida
$2.94M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.56M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.25M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
MCC
4
Money Concepts Capital
Florida
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$433K
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$59.2K 1,356 +1,356 New
HI
52
Harbour Investments
Wisconsin
$40.6K 929 -85 -8%
GWM
53
Geneos Wealth Management
Colorado
$35K 800 – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$25K 573 – –
SPIA
55
Steward Partners Investment Advisory
New York
$18.6K 426 – –
CFGS
56
Concourse Financial Group Securities
Alabama
$16K 367 – –
TWC
57
TD Waterhouse Canada
Ontario, Canada
$12.4K 284 – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$10.7K 244 – –
PP
59
Pacifica Partners
Canada
$9.94K 236 – –
AF
60
Allworth Financial
California
$9.45K 216 +216 New
GTAM
61
Global Trust Asset Management
Florida
$8.77K 201 -100 -33%
GEA
62
Glen Eagle Advisors
New Jersey
$8.74K 200 – –
WP
63
WealthPLAN Partners
Nebraska
$6.82K 156 +156 New
US Bancorp
64
US Bancorp
Minnesota
$4.54K 104 +104 New
SC
65
SouthState Corp
Florida
$4.37K 100 +100 New
CAL
66
Capital Analysts LLC
Pennsylvania
$4K 94 – –
GWSG
67
GPS Wealth Strategies Group
Colorado
$2.93K 67 +67 New
IGWM
68
ICA Group Wealth Management
Colorado
$2.71K 62 – –
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$1.19K 27,305 +207 +0.8%
GRP
70
Global Retirement Partners
California
$629 15 – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$350 8 – –
RJFSA
72
Raymond James Financial Services Advisors
Florida
– – -212,876 Closed
Goldman Sachs
73
Goldman Sachs
New York
– – -17,636 Closed
MCC
74
Money Concepts Capital
Florida
– – -11,780 Closed
WP
75
WealthSource Partners
California
– – -8,910 Closed
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