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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

81 hedge funds and large institutions have $165M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
25
Reduced
30
Closed
7
Calls
$219K
Puts
–
Net Calls
+$219K
Net Calls Change
-$14K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.5M
2
WMP
2
Wealth Management Partners
Arizona
$2.29M
3
LPL Financial
3
LPL Financial
California
$32.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.06M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.1M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$1.87M
2
BBA
2
Braun-Bostich & Associates
Pennsylvania
$0
3
WEG
3
World Equity Group
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$676K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$1.08M +$50.1K +826 +5%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$17K +280 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$861K -$144K -2,380 -14%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$837K +$837K +13,781 New
AssetMark Inc
30
AssetMark Inc
California
$679K +$679K +11,194 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$676K -$664K -10,939 -50%
IAIM
32
International Assets Investment Management
Florida
$669K +$669K +15,446 New
Comerica Bank
33
Comerica Bank
Texas
$643K +$643K +10,590 New
CAN
34
Cetera Advisor Networks
California
$641K -$39.3K -647 -6%
AWAG
35
ARS Wealth Advisors Group
Florida
$633K -$7.28K -120 -1%
PWM
36
Purus Wealth Management
California
$620K – – –
Mariner
37
Mariner
Kansas
$581K -$6.19K -102 -1%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$564K -$7.59K -125 -1%
GVAG
39
Great Valley Advisor Group
Delaware
$531K -$2.19K -36 -0.4%
DADC
40
D.A. Davidson & Co
Montana
$524K -$121 -2 -0%
DWMS
41
Dominguez Wealth Management Solutions
Virginia
$510K +$7.53K +124 +1%
SFPG
42
Stonebridge Financial Planning Group
Florida
$452K -$18.2K -300 -4%
SWP
43
Stratos Wealth Partners
Ohio
$430K +$7.47K +123 +2%
EW
44
Element Wealth
Mississippi
$396K -$10.7K -177 -3%
SPC
45
Sigma Planning Corp
Michigan
$391K +$2.79K +46 +0.7%
CWM
46
Cornerstone Wealth Management
Missouri
$360K -$106K -1,749 -23%
BPA
47
Beacon Pointe Advisors
California
$334K – – –
IWC
48
Integrated Wealth Concepts
Massachusetts
$320K -$14.4K -238 -4%
IA
49
IFP Advisors
Florida
$306K – – –
MA
50
Mutual Advisors
Nebraska
$301K +$304 +5 +0.1%
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2
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