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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

95 hedge funds and large institutions have $299M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-8
Holders Change %
-7.77%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
23
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$6.3M
2
SMF
2
Sterling Manor Financial
New York
$4.82M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.48M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.46M
5
HC
5
HNP Capital
New York
$4.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.6M
2
AOG
2
Alpha Omega Group
Virginia
$7.36M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.39M
4
OMC
4
Old Mission Capital
Illinois
$244K
5
Wells Fargo
5
Wells Fargo
California
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.39M -$730K -9,684 -23%
HWM
27
Holloway Wealth Management
Florida
$2.37M -$2.14M – –
Goldman Sachs
28
Goldman Sachs
New York
$2.3M -$192K -2,546 -8%
Stifel Financial
29
Stifel Financial
Missouri
$2.26M -$10K -133 -0.4%
DAS
30
Dynamic Advisor Solutions
Arizona
$1.72M +$43.5K +577 +3%
CWM
31
Cornerstone Wealth Management
Missouri
$1.7M -$672K -8,925 -28%
SPC
32
Sigma Planning Corp
Michigan
$1.69M -$804K -10,674 -32%
MIM
33
MTM Investment Management
South Carolina
$1.5M – – –
IWC
34
Integrated Wealth Concepts
Massachusetts
$1.48M +$1.48M +19,606 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.46M +$1.46M +19,385 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.39M -$5.5M -72,942 -80%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.37M +$106K +1,403 +8%
CAN
38
Cetera Advisor Networks
California
$1.33M +$238K +3,152 +22%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1.27M -$766K -10,161 -38%
EH
40
Equitable Holdings
New York
$1.14M +$107K +1,415 +10%
SFPG
41
Stonebridge Financial Planning Group
Florida
$846K +$38.9K +525 +5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$811K -$173K -2,298 -18%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$783K -$267K -3,541 -25%
DADC
44
D.A. Davidson & Co
Montana
$723K -$78.7K -1,045 -10%
NFG
45
Next Financial Group
Texas
$718K +$70.9K +941 +11%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$661K -$30.1K -399 -4%
IA
47
IFP Advisors
Florida
$657K -$524K -6,886 -44%
FAIM
48
Financial Advocates Investment Management
Washington
$618K -$67.8K -900 -10%
EW
49
Element Wealth
Mississippi
$593K -$3.54K -47 -0.6%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$593K -$532K – –
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