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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

60 hedge funds and large institutions have $150M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
16
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.92M
3
PAG
3
Private Advisory Group
Washington
$1.02M
4
LS
4
Leelyn Smith
Illinois
$546K
5
TIM
5
Total Investment Management
Arizona
$67M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.91M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.72M
4
SPC
4
Sigma Planning Corp
Michigan
$299K
5
Wells Fargo
5
Wells Fargo
California
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$67M 1,311,582 +8,555 +0.7%
LPL Financial
2
LPL Financial
California
$13.7M 268,752 -13,662 -5%
Wells Fargo
3
Wells Fargo
California
$13.5M 264,806 -20,023 -7%
Morgan Stanley
4
Morgan Stanley
New York
$12.8M 250,946 +36,096 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.43M 67,121 -14,527 -18%
UBS Group
6
UBS Group
Switzerland
$3.33M 65,231 -3,849 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.03M 59,301 +4,102 +7%
GIA
8
Gladstone Institutional Advisory
Florida
$3.01M 58,988 -1,706 -3%
KWM
9
Kingsview Wealth Management
Oregon
$2.96M 57,937 -54 -0.1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.82M 55,230 -2,823 -5%
RJA
11
Raymond James & Associates
Florida
$2.79M 54,624 -4,905 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.97M 38,643 +1,736 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$1.92M 37,708 +24,773 +192%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.91M 37,378 -29,229 -44%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.72M 33,596 -22,867 -40%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.34M 26,319 +842 +3%
SWP
17
Stratos Wealth Partners
Ohio
$1.28M 25,139 +5 +0%
Stifel Financial
18
Stifel Financial
Missouri
$1.17M 22,928 -14,217 -38%
GSC
19
G&S Capital
Colorado
$1.08M 20,286 -1,508 -7%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.08M 21,094 -1,018 -5%
PAG
21
Private Advisory Group
Washington
$1.02M 20,028 +20,028 New
EH
22
Equitable Holdings
New York
$904K 17,710 +3 +0%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$823K 16,119 +994 +7%
AWAG
24
ARS Wealth Advisors Group
Florida
$673K 13,176 -371 -3%
TRCT
25
Tower Research Capital (TRC)
New York
$644K 12,607 +712 +6%
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