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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

52 hedge funds and large institutions have $138M invested in First Trust Mid Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
24
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$43.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.19M
3
UBS Group
3
UBS Group
Switzerland
$4.47M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.55M
5
PAG
5
Private Advisory Group
Washington
$3.12M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$308K
2
GIA
2
Gladstone Institutional Advisory
Florida
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
Wells Fargo
4
Wells Fargo
California
$14.5M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$919K
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$43.8M 1,146,943 +138,366 +14%
LPL Financial
2
LPL Financial
California
$14.5M 381,233 +12,767 +3%
Wells Fargo
3
Wells Fargo
California
$14.5M 378,775 -12,620 -3%
Morgan Stanley
4
Morgan Stanley
New York
$10.4M 273,133 -2,872 -1%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$6.38M 167,124 +9,645 +6%
First Trust Advisors
6
First Trust Advisors
Illinois
$4.54M 118,955 +5,261 +5%
UBS Group
7
UBS Group
Switzerland
$4.47M 117,034 +25,576 +28%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.19M 109,778 +87,901 +402%
RJA
9
Raymond James & Associates
Florida
$4.19M 109,693 +9,350 +9%
RA
10
RiverTree Advisors
Florida
$3.7M 96,914 +10,425 +12%
KWM
11
Kingsview Wealth Management
Oregon
$3.19M 83,526 -921 -1%
PAG
12
Private Advisory Group
Washington
$3.12M 81,833 +18,976 +30%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.82M 74,007 +13,618 +23%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.66M 43,602 +3,109 +8%
Citadel Advisors
15
Citadel Advisors
Florida
$1.55M 40,658 +25,166 +162%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.47M 38,564 +14,826 +62%
SPC
17
Sigma Planning Corp
Michigan
$1.38M 36,269 +9,116 +34%
TFA
18
Transamerica Financial Advisors
Florida
$1.3M 33,966 -619 -2%
TRCT
19
Tower Research Capital (TRC)
New York
$1.09M 28,560 +7,821 +38%
GSC
20
G&S Capital
Colorado
$996K 26,106 +369 +1%
AWAG
21
ARS Wealth Advisors Group
Florida
$919K 24,094 -3,544 -13%
Stifel Financial
22
Stifel Financial
Missouri
$909K 23,815 -1,456 -6%
SWP
23
Stratos Wealth Partners
Ohio
$900K 23,579 +330 +1%
DAS
24
Dynamic Advisor Solutions
Arizona
$897K 23,518 +708 +3%
APA
25
American Portfolios Advisors
New York
$662K 17,359 -1,489 -8%
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