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First Trust Mid Cap Value AlphaDEX Fund
FNK

Overview Fund Activity

58 hedge funds and large institutions have $145M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.18M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.47M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.43M
4
TIM
4
Total Investment Management
Arizona
$67.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$933K

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$0
2
SA
2
Sylvest Advisors
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$1.01M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$305K
5
LPL Financial
5
LPL Financial
California
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Total Investment Management
Arizona
$67.9M 1,345,865 +20,453 +2%
LPL Financial
2
LPL Financial
California
$12.9M 254,934 -6,833 -3%
Wells Fargo
3
Wells Fargo
California
$12.8M 254,085 +5,464 +2%
Morgan Stanley
4
Morgan Stanley
New York
$11.5M 227,304 -982 -0.4%
Raymond James Financial
5
Raymond James Financial
Florida
$5.18M 102,777 +49,527 +93%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.43M 68,053 +28,201 +71%
UBS Group
7
UBS Group
Switzerland
$3.3M 65,388 -2,974 -4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.47M 48,898 +33,636 +220%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.09M 41,506 -772 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.08M 41,190 +7,907 +24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.04M 40,377 +119 +0.3%
KWM
12
Kingsview Wealth Management
Oregon
$1.67M 33,087 -3,047 -8%
BEI
13
Benjamin Edwards Inc
Missouri
$1.63M 32,264 -691 -2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.29M 25,611 +2,042 +9%
TRCT
15
Tower Research Capital (TRC)
New York
$1.07M 21,166 +14,127 +201%
SWP
16
Stratos Wealth Partners
Ohio
$1.06M 20,999 -1,506 -7%
Citadel Advisors
17
Citadel Advisors
Florida
$1.05M 20,747 -5,903 -22%
Stifel Financial
18
Stifel Financial
Missouri
$1.01M 20,033 -21,248 -51%
GSC
19
G&S Capital
Colorado
$986K 19,552 +586 +3%
Two Sigma Investments
20
Two Sigma Investments
New York
$933K 18,500 +18,500 New
EH
21
Equitable Holdings
New York
$862K 17,096 -703 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$786K 15,580 -4,783 -23%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$750K 14,952 +9,175 +159%
TCM
24
Triumph Capital Management
Colorado
$719K 14,251 +1,399 +11%
AWAG
25
ARS Wealth Advisors Group
Florida
$649K 12,858 -325 -2%
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