FNK icon

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 %
TIM
1
Total Investment Management
Arizona
$50.2M 1,149,494 +5,737 +0.5%
Wells Fargo
2
Wells Fargo
California
$18.1M 415,224 +127,143 +44%
LPL Financial
3
LPL Financial
California
$17.1M 391,497 +15,661 +4%
Morgan Stanley
4
Morgan Stanley
New York
$14.7M 337,172 +85,314 +34%
RJA
5
Raymond James & Associates
Florida
$9.8M 224,210 +33,282 +17%
AWM
6
AE Wealth Management
Kansas
$9.5M 217,383 +217,383 New
UBS Group
7
UBS Group
Switzerland
$7.09M 162,378 +24,049 +17%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$5.29M 121,004 -4,974 -4%
OPOWM
9
One Plus One Wealth Management
Florida
$4.47M 102,247 +20,537 +25%
KWM
10
Kingsview Wealth Management
Oregon
$3.91M 89,515 +3,692 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.44M 78,692 +8,628 +12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.25M 74,418 -18,813 -20%
PAG
13
Private Advisory Group
Washington
$3M 68,683 +16,440 +31%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.95M 67,515 +22,333 +49%
GIA
15
Gladstone Institutional Advisory
Florida
$2.94M 67,390 +67,390 New
SPC
16
Sigma Planning Corp
Michigan
$2.76M 63,244 +14,351 +29%
Stifel Financial
17
Stifel Financial
Missouri
$2.61M 59,733 +3,702 +7%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.56M 58,604 +58,604 New
PAG
19
Private Advisor Group
New Jersey
$2.35M 53,790 +53,790 New
WEG
20
World Equity Group
Illinois
$2.21M 58,390 +58,390 New
PFA
21
Pinnacle Family Advisors
Missouri
$2.04M 46,730 +46,730 New
OBWG
22
Onyx Bridge Wealth Group
New York
$1.93M 44,094 +35,130 +392%
FTUS
23
Flow Traders U.S.
New York
$1.92M 44,046 +44,046 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.46M 33,527 -2,375 -7%
SMF
25
Sterling Manor Financial
New York
$1.27M 29,150 +29,150 New
1
2 3 4