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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

86 hedge funds and large institutions have $179M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
24
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Savior LLC
Massachusetts
+$5.9M
2
FHC
First Heartland Consultants
Missouri
+$5.43M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.07M
4
HC
HNP Capital
New York
+$2.08M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.58M

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.96M
2
RJA
Raymond James & Associates
Florida
-$3.87M
3
First Trust Advisors
First Trust Advisors
Illinois
-$3.68M
4
Morgan Stanley
Morgan Stanley
New York
-$3.52M
5
GIA
Gladstone Institutional Advisory
Florida
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$371K +$371K +7,754 New
Jane Street
52
Jane Street
New York
$363K +$363K +7,585 New
CWS
53
Cypress Wealth Services
California
$349K +$349K +7,306 New
KWM
54
Kingsview Wealth Management
Oregon
$278K +$278K +5,825 New
1W
55
1776 Wealth
Georgia
$274K -$218K -4,567 -44%
WIA
56
Wealthstreet Investment Advisors
Texas
$263K – – –
AWM
57
AE Wealth Management
Kansas
$247K +$247K +5,163 New
TRCT
58
Tower Research Capital (TRC)
New York
$244K -$296K -6,204 -55%
Goldman Sachs
59
Goldman Sachs
New York
$239K +$239K +5,000 New
Truist Financial
60
Truist Financial
North Carolina
$237K -$124K -2,603 -34%
SS
61
Simplicity Solutions
Minnesota
$232K +$232K +4,863 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$229K – – –
LFAS
63
Level Four Advisory Services
Texas
$221K +$221K +4,575 New
NWP
64
Northstar Wealth Partners
Connecticut
$221K +$221K +4,640 New
ASN
65
Advisory Services Network
Georgia
$200K +$3.05K +64 +2%
CFGS
66
Concourse Financial Group Securities
Alabama
$197K +$5.72K +120 +3%
QCG
67
Quadrant Capital Group
Ohio
$187K +$187K +3,910 New
CF
68
Centaurus Financial
California
$158K +$158K +3,305 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$154K -$97.2K -2,038 -39%
JAWM
70
J. Arnold Wealth Management
Ohio
$143K +$143K +2,995 New
GWM
71
Geneos Wealth Management
Colorado
$130K – – –
Citigroup
72
Citigroup
New York
$92K +$24.8K +518 +37%
WEC
73
Winslow Evans & Crocker
Massachusetts
$84K -$48 -1 -0.1%
SFS
74
Sowell Financial Services
Arkansas
$51K +$13.1K +272 +34%
BEI
75
Benjamin Edwards Inc
Missouri
$47K +$10.4K +217 +28%
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