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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 %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
– – -212 Closed
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
– – -3 Closed
FFA
78
Farther Finance Advisors
California
– – – –
1 2 3
4