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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 %
GTAM
51
Global Trust Asset Management
Florida
$10.7K 201 – –
GEA
52
Glen Eagle Advisors
New Jersey
$10.7K 200 – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$7.12K 133 – –
HI
54
Harbour Investments
Wisconsin
$5.73K 107 -238 -69%
CAL
55
Capital Analysts LLC
Pennsylvania
$5K 94 – –
GRP
56
Global Retirement Partners
California
$4.82K 90 – –
GWSG
57
GPS Wealth Strategies Group
Colorado
$3.59K 67 – –
Q1WB
58
Quest 10 Wealth Builders
Virginia
$2.68K 50 +50 New
TFA
59
Transamerica Financial Advisors
Florida
$2K 26 – –
VHAM
60
Van Hulzen Asset Management
California
$1.82K 34 +34 New
Russell Investments Group
61
Russell Investments Group
United Kingdom
$1.28K 24 +24 New
NS
62
NBC Securities
Alabama
$61 1 -1,149 -100%
DADC
63
D.A. Davidson & Co
Montana
– – -6,665 Closed
Goldman Sachs
64
Goldman Sachs
New York
– – -6,015 Closed
Jane Street
65
Jane Street
New York
– – -4,091 Closed
FCM
66
Fourpath Capital Management
Oklahoma
– – -100 Closed
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