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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

97 hedge funds and large institutions have $309M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
34
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$45.5M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$7.35M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$6.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.7M
5
LPL Financial
5
LPL Financial
California
$41.2M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
SMF
2
Sterling Manor Financial
New York
$205K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.72M
4
FHC
4
First Heartland Consultants
Missouri
$1.58M
5
HWM
5
Holloway Wealth Management
Florida
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$569K – – –
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$569K -$593K – –
EW
53
Element Wealth
Mississippi
$565K -$934 -13 -0.2%
IA
54
IFP Advisors
Florida
$470K -$152K -2,110 -24%
IA
55
IFG Advisory
Georgia
$463K -$22.2K -309 -5%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$459K +$187K +2,605 +69%
CA
57
Calton & Associates
Florida
$452K +$42.8K +596 +10%
CA
58
Cetera Advisors
Colorado
$430K +$430K +5,985 New
IWM
59
IHT Wealth Management
Illinois
$396K +$24.6K +343 +7%
BPA
60
Beacon Pointe Advisors
California
$396K +$396K +5,500 New
HighTower Advisors
61
HighTower Advisors
Illinois
$387K -$13.4K -186 -3%
HI
62
Harbour Investments
Wisconsin
$386K -$5.39K -75 -1%
SG
63
StoneX Group
New York
$374K +$1.29K +18 +0.3%
1W
64
1776 Wealth
Georgia
$343K -$103K -1,438 -23%
CF
65
Centaurus Financial
California
$339K -$14.4K -200 -4%
TWM
66
Titus Wealth Management
California
$327K – – –
AAS
67
Avantax Advisory Services
Texas
$318K -$27.4K -383 -8%
VVP
68
Venture Visionary Partners
Ohio
$313K – – –
GWM
69
Geneos Wealth Management
Colorado
$291K +$35.2K +486 +14%
ASN
70
Advisory Services Network
Georgia
$274K +$274K +3,816 New
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$244K – – –
TRCT
72
Tower Research Capital (TRC)
New York
$241K +$7.33K +102 +3%
BRWA
73
B. Riley Wealth Advisors
Florida
$219K -$7.92K -110 -3%
SAM
74
SignalPoint Asset Management
Missouri
$217K -$5.32K -74 -2%
MC
75
Moors & Cabot
Massachusetts
$209K +$209K +2,917 New
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3
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