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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
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.38M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.12M

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 %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.57M 18,995 +365 +2%
MIM
27
MTM Investment Management
South Carolina
$1.48M 18,000 – –
SA
28
Sylvest Advisors
Texas
$1.44M 17,462 +511 +3%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$1.38M 16,720 +8,866 +113%
JSL
30
JT Stratford LLC
Georgia
$1.36M 16,532 – –
Stifel Financial
31
Stifel Financial
Missouri
$1.31M 15,889 -10,922 -41%
TFA
32
Transamerica Financial Advisors
Florida
$1.27M 15,417 +84 +0.5%
BAS
33
Brueske Advisory Services
Washington
$1.02M 12,412 -1,203 -9%
GS
34
GTS Securities
New York
$1.01M 12,252 – –
SF
35
Synovus Financial
Georgia
$1.01M 12,215 +428 +4%
AIA
36
AssuredPartners Investment Advisors
Florida
$932K 11,305 -943 -8%
Comerica Bank
37
Comerica Bank
Texas
$868K 10,524 -119 -1%
PWA
38
PCG Wealth Advisors
Kansas
$854K 10,359 -10,124 -49%
SPC
39
Sigma Planning Corp
Michigan
$765K 9,279 -390 -4%
SWP
40
Stratos Wealth Partners
Ohio
$741K 8,989 +2,960 +49%
TCA
41
Transcend Capital Advisors
New Jersey
$732K 8,884 +1,385 +18%
AWS
42
Atria Wealth Solutions
New York
$730K 8,849 -21,398 -71%
MML Investors Services
43
MML Investors Services
Massachusetts
$718K 8,709 +7 +0.1%
GVAG
44
Great Valley Advisor Group
Delaware
$699K 8,481 +1 +0%
AWAG
45
ARS Wealth Advisors Group
Florida
$667K 8,096 – –
DWMS
46
Dominguez Wealth Management Solutions
Virginia
$659K 7,992 -76 -0.9%
WIA
47
World Investment Advisors
California
$646K 7,830 -100 -1%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$641K 7,778 -490 -6%
PWM
49
Purus Wealth Management
California
$620K 7,522 – –
Creative Planning
50
Creative Planning
Kansas
$618K 7,495 -2,090 -22%
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