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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

98 hedge funds and large institutions have $278M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.68M
4
GRP
4
Global Retirement Partners
California
$1.78M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.38M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$37.9M
2
Raymond James Financial
2
Raymond James Financial
Florida
$7.89M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$12.4M
5
BEI
5
Benjamin Edwards Inc
Missouri
$5.27M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$55.1M 668,752 +48,532 +8%
Wells Fargo
2
Wells Fargo
California
$37.9M 459,597 -192,719 -30%
Morgan Stanley
3
Morgan Stanley
New York
$32.4M 393,375 +42,704 +12%
NA
4
NewEdge Advisors
Louisiana
$16.2M 196,991 -9,927 -5%
P
5
&Partners
Tennessee
$12.7M 154,033 +4,808 +3%
UBS Group
6
UBS Group
Switzerland
$12.4M 150,344 -36,980 -20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.68M 117,384 +28,568 +32%
Raymond James Financial
8
Raymond James Financial
Florida
$7.89M 95,706 -40,817 -30%
KWM
9
Kingsview Wealth Management
Oregon
$5.83M 70,752 -1,182 -2%
BEI
10
Benjamin Edwards Inc
Missouri
$5.27M 63,916 -25,868 -29%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.15M 62,506 +4,796 +8%
First Trust Advisors
12
First Trust Advisors
Illinois
$5.04M 61,127 -2,894 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$4.15M 50,302 -166 -0.3%
Goldman Sachs
14
Goldman Sachs
New York
$4.12M 50,000 -2,795 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.33M 41,533 -342 -0.8%
PAG
16
Private Advisor Group
New Jersey
$3.3M 40,033 -5,977 -13%
KIA
17
KCM Investment Advisors
California
$3.21M 38,941 +100 +0.3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.03M 36,712 +4,282 +13%
WMP
19
Wealth Management Partners
Arizona
$2.99M 36,062 -291 -0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.79M 33,884 -9,622 -22%
KAS
21
Kestra Advisory Services
Texas
$2.4M 29,086 +2,977 +11%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$2.27M 27,133 -352 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.12M 25,658 +4,955 +24%
GRP
24
Global Retirement Partners
California
$1.78M 21,581 +21,581 New
EH
25
Equitable Holdings
New York
$1.72M 20,905 +2,151 +11%
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