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First Trust Mid Cap Growth AlphaDEX Fund

107 hedge funds and large institutions have $333M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $279M → $333M (+$53.8M)

7% more funds holding

Funds holding: 100107 (+7)

0.57% more ownership

Funds ownership: 74.38%74.94% (+0.57%)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.17M -$882K -10,223 -30%
GRP
27
Global Retirement Partners
California
$2.06M +$82.5K +956 +4%
Stifel Financial
28
Stifel Financial
Missouri
$2.04M +$553K +6,407 +40%
EH
29
Equitable Holdings
New York
$1.9M -$11.4K -132 -0.6%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.79M +$255K +2,957 +18%
MIM
31
MTM Investment Management
South Carolina
$1.63M -$20K -232 -1%
SA
32
Sylvest Advisors
Texas
$1.59M -$4.57K -53 -0.3%
TFA
33
Transamerica Financial Advisors
Florida
$1.33M -$78.1K -905 -6%
GSC
34
G&S Capital
Colorado
$1.18M +$1.11M +12,862 New
BAS
35
Brueske Advisory Services
Washington
$1.13M -$9.93K -115 -0.9%
GS
36
GTS Securities
New York
$1.12M
EAM
37
Empirical Asset Management
Massachusetts
$1.06M +$996K +11,541 New
AIA
38
AssuredPartners Investment Advisors
Florida
$1.03M -$5.18K -60 -0.5%
SF
39
Synovus Financial
Georgia
$988K -$124K -1,438 -12%
Comerica Bank
40
Comerica Bank
Texas
$988K +$22K +255 +2%
PWA
41
PCG Wealth Advisors
Kansas
$872K -$72.8K -844 -8%
SWP
42
Stratos Wealth Partners
Ohio
$832K +$7.94K +92 +1%
IA
43
IFP Advisors
Florida
$817K +$131K +1,517 +21%
GVAG
44
Great Valley Advisor Group
Delaware
$777K
MML Investors Services
45
MML Investors Services
Massachusetts
$774K -$22.7K -263 -3%
AWAG
46
ARS Wealth Advisors Group
Florida
$742K
DWMS
47
Dominguez Wealth Management Solutions
Virginia
$727K -$5.35K -62 -0.8%
WIA
48
World Investment Advisors
California
$717K
Baird Financial Group
49
Baird Financial Group
Wisconsin
$712K -$86 -1 -0%
TCA
50
Transcend Capital Advisors
New Jersey
$708K -$100K -1,161 -13%

FNY Hedge Fund Activity: Q3 2025 in Review

107 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q3 2025, worth a combined $333M — up 19% from $279M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FNY positions and 5 closed out — a net gain of 8 holders — while 29 added to existing stakes and 39 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.84M. The largest seller was LPL Financial, cutting an estimated $1.59M.

  • 107 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q3 2025, up from 100 in Q2 2025.
  • Funds reported $333M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q3 2025, up 19% quarter-over-quarter.
  • 13 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q3 2025 and 5 closed out, a net change of +8 holders.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q3 2025 was Wells Fargo, an estimated $8.84M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q3 2025 was LPL Financial, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2025.