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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

61 hedge funds and large institutions have $158M invested in First Trust Mid Cap Value AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
17
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.15M
2
OPOWM
2
One Plus One Wealth Management
Florida
$3.51M
3
RJA
3
Raymond James & Associates
Florida
$8.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.41M
5
KDA
5
Kraft Davis & Associates
Missouri
$1.17M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$1.27M
3
RA
3
RiverTree Advisors
Florida
$0
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$5.41M
5
PAG
5
Private Advisory Group
Washington
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$49.1M 1,143,757 -3,186 -0.3%
LPL Financial
2
LPL Financial
California
$16.1M 375,836 -5,397 -1%
Wells Fargo
3
Wells Fargo
California
$12.4M 288,081 -90,694 -24%
Morgan Stanley
4
Morgan Stanley
New York
$10.8M 251,858 -21,275 -8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.15M 212,876 +204,805 +2,538%
RJA
6
Raymond James & Associates
Florida
$8.2M 190,928 +81,235 +74%
UBS Group
7
UBS Group
Switzerland
$5.94M 138,329 +21,295 +18%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$5.41M 125,978 -41,146 -25%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.01M 93,231 -16,547 -15%
KWM
10
Kingsview Wealth Management
Oregon
$3.69M 85,823 +2,297 +3%
OPOWM
11
One Plus One Wealth Management
Florida
$3.51M 81,710 +81,710 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.01M 70,064 -3,943 -5%
Stifel Financial
13
Stifel Financial
Missouri
$2.41M 56,031 +32,216 +135%
PAG
14
Private Advisory Group
Washington
$2.24M 52,243 -29,590 -36%
SPC
15
Sigma Planning Corp
Michigan
$2.1M 48,893 +12,624 +35%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.94M 45,182 +1,580 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.54M 35,902 +21,097 +142%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.27M 29,652 -89,303 -75%
Citadel Advisors
19
Citadel Advisors
Florida
$1.23M 28,619 -12,039 -30%
KDA
20
Kraft Davis & Associates
Missouri
$1.17M 24,330 +24,330 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.16M 27,098 +17,391 +179%
GSC
22
G&S Capital
Colorado
$1.12M 26,127 +21 +0.1%
SWP
23
Stratos Wealth Partners
Ohio
$1.07M 24,995 +1,416 +6%
DAS
24
Dynamic Advisor Solutions
Arizona
$1.01M 23,518 – –
AWAG
25
ARS Wealth Advisors Group
Florida
$979K 22,783 -1,311 -5%
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