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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

93 hedge funds and large institutions have $154M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 52 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
15
Reduced
52
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$3.56M
2
AWAG
ARS Wealth Advisors Group
Florida
$1.02M
3
Citadel Advisors
Citadel Advisors
Florida
$1.94M
4
KWM
Kingsview Wealth Management
Oregon
$3.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.14M

Top Sellers

1
LPL Financial
LPL Financial
California
$24.9M
2
UBS Group
UBS Group
Switzerland
$17.3M
3
Wells Fargo
Wells Fargo
California
$20.2M
4
Morgan Stanley
Morgan Stanley
New York
$15.8M
5
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$989K -$24.3K -444 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$956K -$420K -7,685 -31%
RJA
28
Raymond James & Associates
Florida
$948K -$278K -5,079 -23%
TRCT
29
Tower Research Capital (TRC)
New York
$900K +$411K +7,518 +84%
EH
30
Equitable Holdings
New York
$860K -$3.55K -65 -0.4%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$728K -$283K -5,169 -28%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$715K +$27.6K +505 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$711K -$146K -2,678 -17%
CWM
34
Cornerstone Wealth Management
Missouri
$605K +$10.8K +197 +2%
Mariner
35
Mariner
Kansas
$595K -$19.2K -352 -3%
SWP
36
Stratos Wealth Partners
Ohio
$566K -$20.4K -373 -3%
SFPG
37
Stonebridge Financial Planning Group
Florida
$550K -$74.6K -1,365 -12%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$514K -$2.81K -50 -0.5%
CAN
39
Cetera Advisor Networks
California
$505K -$256K -4,691 -34%
DADC
40
D.A. Davidson & Co
Montana
$494K -$1.15K -21 -0.2%
GVAG
41
Great Valley Advisor Group
Delaware
$460K +$27.3K +500 +6%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$428K -$20.2K -370 -5%
SPC
43
Sigma Planning Corp
Michigan
$417K -$28.9K -528 -6%
AWM
44
AE Wealth Management
Kansas
$411K -$9.35K -171 -2%
EW
45
Element Wealth
Mississippi
$387K -$22.3K -408 -5%
IP
46
Ignite Planners
California
$345K +$20.8K +367 +6%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$344K – – –
IA
48
IFP Advisors
Florida
$342K – – –
IWM
49
IHT Wealth Management
Illinois
$321K -$62.6K -1,144 -16%
FHC
50
First Heartland Consultants
Missouri
$305K -$44.6K -817 -13%
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