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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

108 hedge funds and large institutions have $317M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+17
Holders Change %
+18.68%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
34
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHC
First Heartland Consultants
Missouri
$11.7M
2
LPL Financial
LPL Financial
California
$26.6M
3
UBS Group
UBS Group
Switzerland
$24M
4
GIA
Gladstone Institutional Advisory
Florida
$2.45M
5
PAG
Private Advisory Group
Washington
$2.18M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.93M
2
Ameriprise
Ameriprise
Minnesota
$1.34M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$9.43M
4
HWM
Holloway Wealth Management
Florida
$3.93M
5
KPWS
Kestra Private Wealth Services
Texas
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Purus Wealth Management
California
$2.53M +$2.53M +38,755 New
MML Investors Services
27
MML Investors Services
Massachusetts
$2.48M +$120K +1,829 +5%
GIA
28
Gladstone Institutional Advisory
Florida
$2.45M +$2.45M +37,496 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.38M +$867K +13,271 +57%
HIS
30
Harvest Investment Services
Illinois
$2.37M -$506K -7,735 -18%
Stifel Financial
31
Stifel Financial
Missouri
$2.34M -$385K -5,896 -14%
LA
32
LexAurum Advisors
Kansas
$2.2M +$618K +9,459 +39%
PAG
33
Private Advisory Group
Washington
$2.18M +$2.18M +33,407 New
Citadel Advisors
34
Citadel Advisors
Florida
$2.07M +$2.07M +31,609 New
SPC
35
Sigma Planning Corp
Michigan
$1.91M -$396K -6,058 -17%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.74M +$1.25M +19,075 +254%
DAS
37
Dynamic Advisor Solutions
Arizona
$1.55M +$60.6K +927 +4%
AAS
38
Avantax Advisory Services
Texas
$1.46M -$158K -2,405 -10%
Ameriprise
39
Ameriprise
Minnesota
$1.34M -$5.1M -77,972 -79%
KWM
40
Kingsview Wealth Management
Oregon
$1.32M +$701K +10,729 +113%
MIM
41
MTM Investment Management
South Carolina
$1.14M +$1.14M +17,462 New
HR
42
Hayden Royal
North Carolina
$1.13M +$1.13M +17,305 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.1M -$2.16K -33 -0.2%
IA
44
IFP Advisors
Florida
$1.04M -$54.3K -826 -5%
KPWS
45
Kestra Private Wealth Services
Texas
$1M -$2.83M -43,017 -74%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$977K -$19.9K -304 -2%
CAN
47
Cetera Advisor Networks
California
$859K +$39.2K +599 +5%
EH
48
Equitable Holdings
New York
$822K +$19.6K +300 +2%
GSC
49
G&S Capital
Colorado
$788K +$98.4K +1,506 +14%
SCA
50
Snowden Capital Advisors
New York
$763K -$107K -1,642 -12%
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