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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

58 hedge funds and large institutions have $183M invested in First Trust Mid Cap Value AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
16
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.77M
3
KAS
3
Kestra Advisory Services
Texas
$7.63M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.77M
5
TIM
5
Total Investment Management
Arizona
$67.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$15.1M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$3.08M
4
TFA
4
Transamerica Financial Advisors
Florida
$24K
5
UBS Group
5
UBS Group
Switzerland
$4.21M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$67.2M 1,316,786 +10,759 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$21.5M 421,118 +199,205 +90%
LPL Financial
3
LPL Financial
California
$15.9M 311,036 +6,875 +2%
Wells Fargo
4
Wells Fargo
California
$15.1M 296,255 -79,684 -21%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.77M 191,494 +191,494 New
KAS
6
Kestra Advisory Services
Texas
$7.63M 149,621 +149,621 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4.45M 87,154 +4,469 +5%
UBS Group
8
UBS Group
Switzerland
$4.21M 82,590 -25,232 -23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.21M 82,548 -13,434 -14%
RJA
10
Raymond James & Associates
Florida
$3.54M 69,349 -7,452 -10%
GIA
11
Gladstone Institutional Advisory
Florida
$3.16M 61,898 -513 -0.8%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$3.08M 60,310 -52,218 -46%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.92M 57,333 -3,188 -5%
KWM
14
Kingsview Wealth Management
Oregon
$2.77M 54,286 +14,280 +36%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.81M 35,402 +3,154 +10%
Stifel Financial
16
Stifel Financial
Missouri
$1.79M 35,105 -22,917 -39%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.44M 28,208 -4,595 -14%
SWP
18
Stratos Wealth Partners
Ohio
$1.25M 24,446 -2,401 -9%
GSC
19
G&S Capital
Colorado
$1.11M 21,753 -1,411 -6%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.1M 22,128 -126 -0.6%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.03M 20,242 -16,179 -44%
WP
22
WealthSource Partners
California
$996K 19,525 -1,200 -6%
EH
23
Equitable Holdings
New York
$929K 18,213 – –
Citadel Advisors
24
Citadel Advisors
Florida
$915K 17,947 +8,244 +85%
AWAG
25
ARS Wealth Advisors Group
Florida
$691K 13,542 +3 +0%
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