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First Trust Mid Cap Growth AlphaDEX Fund

122 hedge funds and large institutions have $369M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $347M → $369M (+$21.7M)

2.19% more ownership

Funds ownership: 75.4%77.59% (+2.2%)

2% more funds holding

Funds holding: 120122 (+2)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
34
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
26
Crux Wealth Advisors
California
$1.72M +$82.9K +873 +5%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$1.72M -$884K -9,308 -33%
SA
28
Sylvest Advisors
Texas
$1.7M +$23.4K +246 +1%
EAM
29
Empirical Asset Management
Massachusetts
$1.62M -$99.4K -1,047 -6%
MIM
30
MTM Investment Management
South Carolina
$1.59M -$9.02K -95 -0.5%
DADC
31
D.A. Davidson & Co
Montana
$1.53M +$1.17M +12,338 +271%
WFP
32
Worthington Financial Partners
Ohio
$1.53M +$48.1K +507 +3%
BPFA
33
Barnes Pettey Financial Advisors
Mississippi
$1.29M +$1.35M +14,245 New
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.05M +$1.1M +11,586 New
AIA
35
AssuredPartners Investment Advisors
Florida
$1.03M
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$1.03M +$1.09M +11,434 New
SWP
37
Stratos Wealth Partners
Ohio
$950K +$434K +4,576 +77%
GS
38
GTS Securities
New York
$887K -$232K -2,447 -20%
PWA
39
PCG Wealth Advisors
Kansas
$820K -$51.3K -540 -6%
IA
40
IFP Advisors
Florida
$795K -$14.4K -152 -2%
GVAG
41
Great Valley Advisor Group
Delaware
$755K -$12.5K -132 -2%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$738K +$14.3K +151 +2%
WIA
43
World Investment Advisors
California
$709K
DWMS
44
Dominguez Wealth Management Solutions
Virginia
$684K -$21.6K -227 -3%
FFS
45
Founders Financial Securities
Maryland
$663K +$50.7K +534 +8%
PWM
46
Purus Wealth Management
California
$656K -$2.18K -23 -0.3%
SFPG
47
Stonebridge Financial Planning Group
Florida
$648K -$38K -400 -5%
AWAG
48
ARS Wealth Advisors Group
Florida
$637K
MML Investors Services
49
MML Investors Services
Massachusetts
$622K -$68.7K -724 -10%
GWP
50
Gateway Wealth Partners
Wisconsin
$620K +$336K +3,542 +107%

FNY Hedge Fund Activity: Q1 2026 in Review

122 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q1 2026, worth a combined $369M — up 6.2% from $347M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FNY positions and 11 closed out — a net gain of 6 holders — while 34 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $13M. The largest seller was First Trust Advisors, exiting entirely with an estimated $5.43M sold.

  • 122 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q1 2026, up from 120 in Q4 2025.
  • Funds reported $369M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q1 2026, up 6.2% quarter-over-quarter.
  • 17 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q1 2026 and 11 closed out, a net change of +6 holders.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q1 2026 was Raymond James Financial, an estimated $13M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q1 2026 was First Trust Advisors, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2026.