FNK icon

First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

62 hedge funds and large institutions have $151M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
19
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.85M
2
SA
2
Sylvest Advisors
Texas
$1.98M
3
TIM
3
Total Investment Management
Arizona
$70.9M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$1.07M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.21M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.09M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$817K
5
TRCT
5
Tower Research Capital (TRC)
New York
$377K
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$70.9M 1,325,412 +27,348 +2%
LPL Financial
2
LPL Financial
California
$14M 261,767 -1,428 -0.5%
Wells Fargo
3
Wells Fargo
California
$13.3M 248,621 +689 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$12.2M 228,286 -9,868 -4%
UBS Group
5
UBS Group
Switzerland
$3.66M 68,362 +6,368 +10%
GIA
6
Gladstone Institutional Advisory
Florida
$3.16M 59,044 -7,333 -11%
Raymond James Financial
7
Raymond James Financial
Florida
$2.85M 53,250 +53,250 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.26M 42,278 +4,693 +12%
Stifel Financial
9
Stifel Financial
Missouri
$2.21M 41,281 +16,874 +69%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.15M 40,258 +1,424 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.13M 39,852 -12,945 -25%
SA
12
Sylvest Advisors
Texas
$1.98M 36,987 +36,987 New
KWM
13
Kingsview Wealth Management
Oregon
$1.93M 36,134 -2,889 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.78M 33,283 +3,279 +11%
BEI
15
Benjamin Edwards Inc
Missouri
$1.76M 32,955 +188 +0.6%
Citadel Advisors
16
Citadel Advisors
Florida
$1.43M 26,650 +16,468 +162%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.26M 23,569 +5,268 +29%
SWP
18
Stratos Wealth Partners
Ohio
$1.2M 22,505 -1,001 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.09M 20,363 -33,399 -62%
ATPW
20
Ashton Thomas Private Wealth
Arizona
$1.07M 20,087 +20,087 New
GSC
21
G&S Capital
Colorado
$1.01M 18,966 -83 -0.4%
EH
22
Equitable Holdings
New York
$952K 17,799 +86 +0.5%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$817K 15,262 -8,495 -36%
AWAG
24
ARS Wealth Advisors Group
Florida
$705K 13,183 +4 +0%
TCM
25
Triumph Capital Management
Colorado
$688K 12,852 +12,852 New
1
2 3