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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

94 hedge funds and large institutions have $258M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
40
Closed
6
Calls
$239K
Puts
–
Net Calls
+$239K
Net Calls Change
-$11K

Top Buyers

1
P
1
&Partners
Tennessee
$10.6M
2
BEI
2
Benjamin Edwards Inc
Missouri
$5.56M
3
NA
3
NewEdge Advisors
Louisiana
$17M
4
KWM
4
Kingsview Wealth Management
Oregon
$7.2M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.17M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$555K
3
Wells Fargo
3
Wells Fargo
California
$49.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.27M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.48M +$60.9K +764 +4%
EH
27
Equitable Holdings
New York
$1.47M +$17.6K +221 +1%
MIM
28
MTM Investment Management
South Carolina
$1.45M – – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$72.8K +914 +5%
Comerica Bank
30
Comerica Bank
Texas
$801K -$3.42K -43 -0.4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$779K -$107K -1,341 -12%
BPWM
32
Black Point Wealth Management
Florida
$751K -$10.6K -133 -1%
AWAG
33
ARS Wealth Advisors Group
Florida
$749K – – –
PWM
34
Purus Wealth Management
California
$747K -$26.6K -334 -3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$735K -$87.2K -1,095 -11%
CWA
36
Clarus Wealth Advisors
Arizona
$731K +$6.72K +85 +0.9%
MML Investors Services
37
MML Investors Services
Massachusetts
$688K -$219K -2,752 -24%
DADC
38
D.A. Davidson & Co
Montana
$683K -$876 -11 -0.1%
GVAG
39
Great Valley Advisor Group
Delaware
$675K -$16.6K -209 -2%
DWMS
40
Dominguez Wealth Management Solutions
Virginia
$639K +$6.93K +87 +1%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$608K -$56.6K -711 -9%
TRCT
42
Tower Research Capital (TRC)
New York
$602K +$439K +5,514 +269%
SFPG
43
Stonebridge Financial Planning Group
Florida
$601K -$7.8K -98 -1%
SWP
44
Stratos Wealth Partners
Ohio
$555K -$3.78M -47,479 -87%
SPC
45
Sigma Planning Corp
Michigan
$510K +$5.1K +64 +1%
RAS
46
RPS Advisory Solutions
Kentucky
$500K +$500K +6,282 New
CWM
47
Cornerstone Wealth Management
Missouri
$463K – – –
Mariner
48
Mariner
Kansas
$459K -$46.1K -579 -9%
BPA
49
Beacon Pointe Advisors
California
$438K – – –
EW
50
Element Wealth
Mississippi
$435K -$2.95K -37 -0.7%
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