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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

94 hedge funds and large institutions have $239M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
31
Closed
4
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$7K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$48.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.98M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.19M
4
SWP
4
Stratos Wealth Partners
Ohio
$4.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.32M

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$1.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$24M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.67M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.01M
5
BBA
5
Braun-Bostich & Associates
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
26
MTM Investment Management
South Carolina
$1.33M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.31M -$215K -2,918 -14%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$7.21K +98 +0.6%
Stifel Financial
29
Stifel Financial
Missouri
$1.01M -$1.28M -17,415 -56%
MML Investors Services
30
MML Investors Services
Massachusetts
$838K -$164K -2,224 -16%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$818K +$22.8K +310 +3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$759K -$88.7K -1,206 -10%
Comerica Bank
33
Comerica Bank
Texas
$743K -$3.9K -53 -0.5%
PWM
34
Purus Wealth Management
California
$715K -$1.84K -25 -0.3%
BPWM
35
Black Point Wealth Management
Florida
$703K +$703K +9,560 New
AWAG
36
ARS Wealth Advisors Group
Florida
$692K – – –
CWA
37
Clarus Wealth Advisors
Arizona
$671K +$12.1K +165 +2%
GVAG
38
Great Valley Advisor Group
Delaware
$639K – – –
DADC
39
D.A. Davidson & Co
Montana
$632K -$441 -6 -0.1%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$614K +$8.9K +121 +1%
DWMS
41
Dominguez Wealth Management Solutions
Virginia
$584K -$29.1K -395 -5%
SFPG
42
Stonebridge Financial Planning Group
Florida
$563K – – –
Mariner
43
Mariner
Kansas
$466K -$13.3K -181 -3%
SPC
44
Sigma Planning Corp
Michigan
$466K -$16.1K -219 -3%
CWM
45
Cornerstone Wealth Management
Missouri
$427K – – –
CIA
46
Concurrent Investment Advisors
Florida
$417K +$417K +5,670 New
EW
47
Element Wealth
Mississippi
$405K -$26.6K -362 -6%
BPA
48
Beacon Pointe Advisors
California
$405K – – –
CPA
49
Clear Point Advisors
New York
$382K – – –
IA
50
IFP Advisors
Florida
$348K -$36.8K -500 -10%
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