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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

98 hedge funds and large institutions have $278M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
98
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
25
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$55.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.68M
4
GRP
4
Global Retirement Partners
California
$1.78M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.38M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$37.9M
2
Raymond James Financial
2
Raymond James Financial
Florida
$7.89M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$12.4M
5
BEI
5
Benjamin Edwards Inc
Missouri
$5.27M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$610K 7,399 +2,410 +48%
SFPG
52
Stonebridge Financial Planning Group
Florida
$606K 7,352 – –
Mariner
53
Mariner
Kansas
$483K 5,860 -14 -0.2%
CWM
54
Cornerstone Wealth Management
Missouri
$468K 5,681 – –
BPA
55
Beacon Pointe Advisors
California
$453K 5,500 – –
EW
56
Element Wealth
Mississippi
$425K 5,155 – –
CPA
57
Clear Point Advisors
New York
$418K 5,071 -48 -0.9%
NWWA
58
New Wave Wealth Advisors
Arkansas
$417K 5,064 -496 -9%
BW
59
BostonPremier Wealth
Massachusetts
$386K 4,676 +1 +0%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$383K 4,646 – –
DADC
61
D.A. Davidson & Co
Montana
$377K 4,568 -100 -2%
GWM
62
Geneos Wealth Management
Colorado
$361K 4,378 -2,194 -33%
KWS
63
Keystone Wealth Services
California
$346K 4,198 – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$341K 4,131 +2,092 +103%
KeyBank National Association
65
KeyBank National Association
Ohio
$324K 3,926 – –
WFA
66
WMG Financial Advisors
Tennessee
$298K 3,619 -40 -1%
GWP
67
Gateway Wealth Partners
Wisconsin
$292K 3,546 -99 -3%
OMC
68
Old Mission Capital
Illinois
$291K 3,526 +3,526 New
FAIM
69
Financial Advocates Investment Management
Washington
$276K 3,354 +32 +1%
HI
70
Harbour Investments
Wisconsin
$254K 3,078 -15 -0.5%
1W
71
1776 Wealth
Georgia
$246K 2,989 – –
IWM
72
IHT Wealth Management
Illinois
$241K 2,926 -400 -12%
MA
73
Mutual Advisors
Nebraska
$238K 2,816 -118 -4%
RIS
74
Richmond Investment Services
Wisconsin
$235K 2,854 +2,854 New
Truist Financial
75
Truist Financial
North Carolina
$232K 2,811 +49 +2%
1 2
3
4 5