FNK icon

First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

51 hedge funds and large institutions have $138M invested in First Trust Mid Cap Value AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
18
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$48M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$6.08M
3
Wells Fargo
3
Wells Fargo
California
$9.64M
4
PAG
4
Private Advisory Group
Washington
$2.68M
5
LPL Financial
5
LPL Financial
California
$8.83M

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$0
2
SPC
2
Sigma Planning Corp
Michigan
$584K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$17.8M
5
WP
5
WealthSource Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$48M 1,018,151 +1,018,151 New
Morgan Stanley
2
Morgan Stanley
New York
$17.8M 378,238 -22,474 -6%
Wells Fargo
3
Wells Fargo
California
$9.64M 204,643 +123,379 +152%
LPL Financial
4
LPL Financial
California
$8.83M 187,376 +53,977 +40%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.94M 147,263 +40,163 +38%
First Trust Advisors
6
First Trust Advisors
Illinois
$6.08M 129,123 +129,123 New
UBS Group
7
UBS Group
Switzerland
$4.15M 88,040 -11,523 -12%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.57M 75,792 +42,321 +126%
KWM
9
Kingsview Wealth Management
Oregon
$3.43M 72,698 +3,612 +5%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$3.09M 65,638 -1,451 -2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.74M 58,050 +8,804 +18%
PAG
12
Private Advisory Group
Washington
$2.68M 56,803 +56,803 New
HIS
13
Harvest Investment Services
Illinois
$2.36M 50,187 +12,426 +33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.99M 42,142 +18,986 +82%
Citadel Advisors
15
Citadel Advisors
Florida
$1.74M 37,014 +22,651 +158%
Stifel Financial
16
Stifel Financial
Missouri
$1.68M 35,674 +12,883 +57%
HWM
17
Holloway Wealth Management
Florida
– – – –
GSC
18
G&S Capital
Colorado
$1.25M 26,500 +1,752 +7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.12M 23,745 -3,038 -11%
RJA
20
Raymond James & Associates
Florida
$906K 19,238 +2,866 +18%
TCM
21
Triumph Capital Management
Colorado
$877K 18,607 +18,607 New
ARC
22
Advisor Resource Council
Texas
$790K 16,761 +16,761 New
PAG
23
Private Advisor Group
New Jersey
$642K 13,635 +1,551 +13%
TA
24
TKG Advisors
Indiana
$626K 13,292 +13,292 New
Osaic Holdings
25
Osaic Holdings
Arizona
$594K 12,615 -8,588 -41%
1
2 3