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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

82 hedge funds and large institutions have $147M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
26
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.6M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.44M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$3.47M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.97M
5
MCC
5
Money Concepts Capital
Florida
$669K

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$68.1K
2
AOG
2
Alpha Omega Group
Virginia
$346K
3
Wells Fargo
3
Wells Fargo
California
$15.3M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
BBA
26
Braun-Bostich & Associates
Pennsylvania
$687K 12,191 +4,261 +54%
MCC
27
Money Concepts Capital
Florida
$669K 11,869 +11,369 +2,274%
CAN
28
Cetera Advisor Networks
California
$649K 11,515 +18 +0.2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$648K 11,489 +5,521 +93%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$602K 10,683 -2,192 -17%
PAG
31
Private Advisor Group
New Jersey
$577K 56,331 -16,853 -23%
Mariner
32
Mariner
Kansas
$570K 10,116 -5,853 -37%
CWA
33
Clarus Wealth Advisors
Arizona
$561K 9,723 +1,192 +14%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$514K 9,119 +56 +0.6%
GVAG
35
Great Valley Advisor Group
Delaware
$507K 8,988 +571 +7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$506K 8,972 -545 -6%
DADC
37
D.A. Davidson & Co
Montana
$498K 8,823 – –
SFPG
38
Stonebridge Financial Planning Group
Florida
$482K 8,550 -1,150 -12%
TRCT
39
Tower Research Capital (TRC)
New York
$453K 8,042 -3,232 -29%
DWMS
40
Dominguez Wealth Management Solutions
Virginia
$449K 7,969 +7,969 New
SWP
41
Stratos Wealth Partners
Ohio
$407K 7,217 -14 -0.2%
SPC
42
Sigma Planning Corp
Michigan
$398K 7,065 -64 -0.9%
EW
43
Element Wealth
Mississippi
$389K 6,902 -168 -2%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$381K 6,758 -1,064 -14%
AOG
45
Alpha Omega Group
Virginia
$346K 6,127 -92,062 -94%
IWC
46
Integrated Wealth Concepts
Massachusetts
$324K 5,748 +1,005 +21%
IA
47
IFP Advisors
Florida
$319K 7,380 -491 -6%
MA
48
Mutual Advisors
Nebraska
$316K 5,598 +5,598 New
BPA
49
Beacon Pointe Advisors
California
$310K 5,500 – –
IP
50
Ignite Planners
California
$310K 5,128 -674 -12%
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