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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

62 hedge funds and large institutions have $165M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.9%
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
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.99M
2
SPC
2
Sigma Planning Corp
Michigan
$1.55M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$819K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.19M
5
TRCT
5
Tower Research Capital (TRC)
New York
$644K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$231K
3
KAS
3
Kestra Advisory Services
Texas
$0
4
LPL Financial
4
LPL Financial
California
$15.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$70.6M 1,303,027 -13,759 -1%
Wells Fargo
2
Wells Fargo
California
$15.4M 284,829 -11,426 -4%
LPL Financial
3
LPL Financial
California
$15.3M 282,414 -28,622 -9%
Morgan Stanley
4
Morgan Stanley
New York
$11.6M 214,850 -206,268 -49%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.42M 81,648 -900 -1%
UBS Group
6
UBS Group
Switzerland
$3.74M 69,080 -13,510 -16%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.61M 66,607 -20,547 -24%
GIA
8
Gladstone Institutional Advisory
Florida
$3.29M 60,694 -1,204 -2%
RJA
9
Raymond James & Associates
Florida
$3.22M 59,529 -9,820 -14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.14M 58,053 +720 +1%
KWM
11
Kingsview Wealth Management
Oregon
$3.14M 57,991 +3,705 +7%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$3.06M 56,463 -3,847 -6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.99M 55,199 +55,199 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.19M 40,385 +12,177 +43%
Stifel Financial
15
Stifel Financial
Missouri
$2.01M 37,145 +2,040 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2M 36,907 +1,505 +4%
SPC
17
Sigma Planning Corp
Michigan
$1.55M 28,624 +18,996 +197%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.38M 25,477 +5,235 +26%
SWP
19
Stratos Wealth Partners
Ohio
$1.36M 25,134 +688 +3%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.2M 22,112 -16 -0.1%
GSC
21
G&S Capital
Colorado
$1.18M 21,794 +41 +0.2%
EH
22
Equitable Holdings
New York
$959K 17,707 -506 -3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$819K 15,125 +15,125 New
AWAG
24
ARS Wealth Advisors Group
Florida
$734K 13,547 +5 +0%
Citadel Advisors
25
Citadel Advisors
Florida
$700K 12,935 -5,012 -28%
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