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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

91 hedge funds and large institutions have $235M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
35
Closed
9
Calls
–
Puts
$391K
Net Calls
-$391K
Net Calls Change
-$391K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$9.18M
2
Wells Fargo
Wells Fargo
California
$33.1M
3
LPL Financial
LPL Financial
California
$17.5M
4
RJA
Raymond James & Associates
Florida
$5.01M
5
First Trust Advisors
First Trust Advisors
Illinois
$4.5M

Top Sellers

1
FHC
First Heartland Consultants
Missouri
$6.84M
2
HWM
Holloway Wealth Management
Florida
$3.01M
3
SL
Savior LLC
Massachusetts
$7.66M
4
FAIM
Financial Advocates Investment Management
Washington
$587K
5
APA
American Portfolios Advisors
New York
$21.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
51
Element Wealth
Mississippi
$443K -$12.5K -233 -3%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$427K -$387K – –
GVAG
53
Great Valley Advisor Group
Delaware
$415K +$374 +7 +0.1%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$400K -$469K -8,794 -54%
NFG
55
Next Financial Group
Texas
$388K -$57.6K -1,077 -13%
IF
56
Intrua Financial
Texas
$344K -$122K -2,101 -26%
1W
57
1776 Wealth
Georgia
$344K +$37.3K +697 +12%
Truist Financial
58
Truist Financial
North Carolina
$318K +$52.3K +977 +20%
AWM
59
AE Wealth Management
Kansas
$300K +$23.7K +442 +9%
FTUS
60
Flow Traders U.S.
New York
$298K +$298K +5,575 New
WIA
61
Wealthstreet Investment Advisors
Texas
$294K – – –
SS
62
Simplicity Solutions
Minnesota
$283K +$22.4K +418 +9%
Goldman Sachs
63
Goldman Sachs
New York
$268K – – –
LFAS
64
Level Four Advisory Services
Texas
$257K +$12K +224 +5%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$229K – – –
CFGS
66
Concourse Financial Group Securities
Alabama
$226K +$4.87K +91 +2%
BRWA
67
B. Riley Wealth Advisors
Florida
$226K +$226K +4,206 New
CF
68
Centaurus Financial
California
$224K +$46.8K +874 +26%
MPW
69
Monterey Private Wealth
California
$218K +$218K +4,080 New
ASN
70
Advisory Services Network
Georgia
$216K -$7.96K -149 -4%
IWM
71
IHT Wealth Management
Illinois
$213K +$213K +3,990 New
TLP
72
Trinity Legacy Partners
Texas
$206K +$206K +3,536 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$161K -$11.8K -221 -7%
GWM
74
Geneos Wealth Management
Colorado
$146K – – –
JAWM
75
J. Arnold Wealth Management
Ohio
$145K -$15K -280 -9%
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