We are live on ! Find out more
FNY icon

First Trust Mid Cap Growth AlphaDEX Fund

100 hedge funds and large institutions have $279M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $275M → $279M (+$4.39M)

0.99% more ownership

Funds ownership: 73.39%74.38% (+0.99%)

0% more funds holding

Funds holding: 100100 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.57M +$28K +365 +2%
MIM
27
MTM Investment Management
South Carolina
$1.48M
SA
28
Sylvest Advisors
Texas
$1.44M +$39.2K +511 +3%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$1.38M +$681K +8,866 +113%
JSL
30
JT Stratford LLC
Georgia
$1.36M
Stifel Financial
31
Stifel Financial
Missouri
$1.31M -$839K -10,922 -41%
TFA
32
Transamerica Financial Advisors
Florida
$1.27M +$6.45K +84 +0.5%
BAS
33
Brueske Advisory Services
Washington
$1.02M -$92.4K -1,203 -9%
GS
34
GTS Securities
New York
$1.01M
SF
35
Synovus Financial
Georgia
$1.01M +$32.9K +428 +4%
AIA
36
AssuredPartners Investment Advisors
Florida
$932K -$72.4K -943 -8%
Comerica Bank
37
Comerica Bank
Texas
$868K -$9.14K -119 -1%
PWA
38
PCG Wealth Advisors
Kansas
$854K -$778K -10,124 -49%
SPC
39
Sigma Planning Corp
Michigan
$765K -$30K -390 -4%
SWP
40
Stratos Wealth Partners
Ohio
$741K +$227K +2,960 +49%
TCA
41
Transcend Capital Advisors
New Jersey
$732K +$106K +1,385 +18%
AWS
42
Atria Wealth Solutions
New York
$730K -$1.64M -21,398 -71%
MML Investors Services
43
MML Investors Services
Massachusetts
$718K +$538 +7 +0.1%
GVAG
44
Great Valley Advisor Group
Delaware
$699K +$77 +1 +0%
AWAG
45
ARS Wealth Advisors Group
Florida
$667K
DWMS
46
Dominguez Wealth Management Solutions
Virginia
$659K -$5.84K -76 -0.9%
WIA
47
World Investment Advisors
California
$646K -$7.68K -100 -1%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$641K -$37.6K -490 -6%
PWM
49
Purus Wealth Management
California
$620K
Creative Planning
50
Creative Planning
Kansas
$618K -$161K -2,090 -22%

FNY Hedge Fund Activity: Q2 2025 in Review

100 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q2 2025, worth a combined $279M — up 1.6% from $275M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FNY positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.73M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 100 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $279M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 9 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q2 2025 and 8 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q2 2025 was LPL Financial, an estimated $3.73M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q2 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.