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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

82 hedge funds and large institutions have $147M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
26
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.6M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.44M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$3.47M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.97M
5
MCC
5
Money Concepts Capital
Florida
$669K

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$68.1K
2
AOG
2
Alpha Omega Group
Virginia
$346K
3
Wells Fargo
3
Wells Fargo
California
$15.3M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$300K 5,312 -125 -2%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$254K 4,500 -1,470 -25%
KWS
53
Keystone Wealth Services
California
$248K 4,398 – –
WFA
54
WMG Financial Advisors
Tennessee
$240K 4,252 – –
FAIM
55
Financial Advocates Investment Management
Washington
$232K 4,122 -934 -18%
IWM
56
IHT Wealth Management
Illinois
$229K 4,064 -2,373 -37%
DAS
57
Dynamic Advisor Solutions
Arizona
$216K 3,824 -369 -9%
CA
58
CoreCap Advisors
Michigan
$214K 3,790 -195 -5%
1W
59
1776 Wealth
Georgia
$205K 3,627 +3,627 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$195K 3,465 – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$183K 3,244 -303 -9%
GWM
62
Geneos Wealth Management
Colorado
$169K 3,000 +1 +0%
CF
63
Centaurus Financial
California
$134K 2,378 -81 -3%
FFA
64
Founders Financial Alliance
North Carolina
$118K 2,084 – –
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$113K 2,008 +2,008 New
US Bancorp
66
US Bancorp
Minnesota
$110K 1,948 +1,674 +611%
HI
67
Harbour Investments
Wisconsin
$87.5K 1,552 -84 -5%
SPIA
68
Steward Partners Investment Advisory
New York
$82.1K 1,456 – –
JAWM
69
J. Arnold Wealth Management
Ohio
$68.1K 1,207 -162,521 -99%
AF
70
Allworth Financial
California
$66.4K 1,177 +734 +166%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$60.3K 1,069 +2 +0.2%
WAM
72
Worth Asset Management
Texas
$49.9K 885 +885 New
GRP
73
Global Retirement Partners
California
$49.6K 879 – –
TSWM
74
Tyler-Stone Wealth Management
Ohio
$25K 442 +1 +0.2%
TWC
75
TD Waterhouse Canada
Ontario, Canada
$24.2K 436 – –
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