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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

102 hedge funds and large institutions have $490M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
36
Reduced
27
Closed
7
Calls
$248K
Puts
–
Net Calls
+$248K
Net Calls Change
+$9K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$45.6M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.6M
4
JSL
4
JT Stratford LLC
Georgia
$1.41M
5
P
5
&Partners
Tennessee
$12.2M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.42M
2
Wells Fargo
2
Wells Fargo
California
$46M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$222M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$184K +2,294 +13%
EH
27
Equitable Holdings
New York
$1.47M -$11.8K -148 -0.8%
MIM
28
MTM Investment Management
South Carolina
$1.45M – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.42M -$5.09M -63,668 -78%
JSL
30
JT Stratford LLC
Georgia
$1.41M +$1.41M +17,663 New
SA
31
Sylvest Advisors
Texas
$1.25M +$1.25M +15,603 New
BAS
32
Brueske Advisory Services
Washington
$1.14M +$1.14M +14,310 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.07M +$330K +4,121 +45%
AIA
34
AssuredPartners Investment Advisors
Florida
$961K +$961K +12,012 New
GSC
35
G&S Capital
Colorado
$947K +$947K +11,838 New
Comerica Bank
36
Comerica Bank
Texas
$909K +$105K +1,311 +13%
MML Investors Services
37
MML Investors Services
Massachusetts
$777K +$86K +1,076 +12%
BPWM
38
Black Point Wealth Management
Florida
$738K -$15.7K -196 -2%
CWA
39
Clarus Wealth Advisors
Arizona
$727K -$15.4K -192 -2%
NWWA
40
New Wave Wealth Advisors
Arkansas
$682K +$682K +8,523 New
GVAG
41
Great Valley Advisor Group
Delaware
$678K +$480 +6 +0.1%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$668K +$57.1K +714 +9%
DWMS
43
Dominguez Wealth Management Solutions
Virginia
$649K +$6.64K +83 +1%
AWAG
44
ARS Wealth Advisors Group
Florida
$648K -$105K -1,313 -14%
WIA
45
World Investment Advisors
California
$626K +$626K +7,830 New
SFPG
46
Stonebridge Financial Planning Group
Florida
$604K – – –
PWM
47
Purus Wealth Management
California
$593K -$158K -1,969 -21%
SPC
48
Sigma Planning Corp
Michigan
$499K -$13.3K -166 -3%
SWP
49
Stratos Wealth Partners
Ohio
$484K -$74.2K -928 -13%
CWM
50
Cornerstone Wealth Management
Missouri
$465K – – –
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