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First Trust Mid Cap Growth AlphaDEX Fund
FNY

100 hedge funds and large institutions have $275M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

1.22% more ownership

Funds ownership: 72.16% → 73.39% (+1.2%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

2% less funds holding

Funds holding: 102 → 100 (-2)

44% less capital invested

Capital invested by funds: $490M → $275M (-$215M)

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.21M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.07M
3
First Trust Advisors
First Trust Advisors
Illinois
+$5.15M
4
LPL Financial
LPL Financial
California
+$4.08M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.36M

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$222M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.54M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.26M
4
Morgan Stanley
Morgan Stanley
New York
-$1.51M
5
GSC
G&S Capital
Colorado
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.71M +$1.84M +22,874 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.55M +$161 +2 +0%
PWA
28
PCG Wealth Advisors
Kansas
$1.53M -$147K -1,828 -8%
EH
29
Equitable Holdings
New York
$1.4M +$31.6K +393 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.4M +$70K +871 +5%
MIM
31
MTM Investment Management
South Carolina
$1.36M -$10.5K -130 -0.7%
SA
32
Sylvest Advisors
Texas
$1.27M +$108K +1,348 +9%
JSL
33
JT Stratford LLC
Georgia
$1.24M -$90.9K -1,131 -6%
TFA
34
Transamerica Financial Advisors
Florida
$1.15M +$1.23M +15,300 +46,364%
BAS
35
Brueske Advisory Services
Washington
$1.02M -$55.9K -695 -5%
GS
36
GTS Securities
New York
$917K +$985K +12,252 New
AIA
37
AssuredPartners Investment Advisors
Florida
$917K +$19K +236 +2%
SF
38
Synovus Financial
Georgia
$883K +$948K +11,787 New
TRCT
39
Tower Research Capital (TRC)
New York
$850K +$903K +11,237 +10,405%
Comerica Bank
40
Comerica Bank
Texas
$797K -$58K -722 -6%
FTUS
41
Flow Traders U.S.
New York
$782K +$839K +10,438 New
SPC
42
Sigma Planning Corp
Michigan
$724K +$276K +3,433 +55%
Creative Planning
43
Creative Planning
Kansas
$718K +$771K +9,585 New
MML Investors Services
44
MML Investors Services
Massachusetts
$652K -$81.6K -1,015 -10%
GVAG
45
Great Valley Advisor Group
Delaware
$635K – – –
Baird Financial Group
46
Baird Financial Group
Wisconsin
$619K -$6.59K -82 -1%
AWAG
47
ARS Wealth Advisors Group
Florida
$606K – – –
DWMS
48
Dominguez Wealth Management Solutions
Virginia
$604K -$3.38K -42 -0.5%
WIA
49
World Investment Advisors
California
$594K +$8.04K +100 +1%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$583K +$379K +4,711 +150%
1
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3 4 5

FNY Hedge Fund Activity: Q1 2025 in Review

100 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q1 2025, worth a combined $275M — down 44% from $490M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FNY positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.21M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $222M sold.

  • 100 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q1 2025, down from 102 in Q4 2024.
  • Funds reported $275M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q1 2025, down 44% quarter-over-quarter.
  • 15 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q1 2025 and 14 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q1 2025 was Wells Fargo, an estimated $6.21M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q1 2025 was Koshinski Asset Management, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2025.