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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

81 hedge funds and large institutions have $165M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
25
Reduced
30
Closed
7
Calls
$219K
Puts
–
Net Calls
+$219K
Net Calls Change
-$14K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.5M
2
WMP
2
Wealth Management Partners
Arizona
$2.29M
3
LPL Financial
3
LPL Financial
California
$32.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.06M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.1M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$1.87M
2
BBA
2
Braun-Bostich & Associates
Pennsylvania
$0
3
WEG
3
World Equity Group
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$676K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$286K -$35.4K -584 -11%
TRCT
52
Tower Research Capital (TRC)
New York
$283K +$20.2K +333 +8%
KWS
53
Keystone Wealth Services
California
$267K – – –
WFA
54
WMG Financial Advisors
Tennessee
$257K -$668 -11 -0.3%
IP
55
Ignite Planners
California
$257K -$46.1K -780 -15%
1W
56
1776 Wealth
Georgia
$220K – – –
PVI
57
Pine Valley Investments
New Jersey
$213K +$22.4K +369 +12%
FAIM
58
Financial Advocates Investment Management
Washington
$211K -$10.1K -167 -5%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$208K +$4.61K +76 +2%
KIG
60
Kowal Investment Group
Wisconsin
$207K – – –
AOG
61
Alpha Omega Group
Virginia
$204K -$36.6K -603 -15%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$191K – – –
FFA
63
Founders Financial Alliance
North Carolina
$126K – – –
GWM
64
Geneos Wealth Management
Colorado
$119K +$3.46K +57 +3%
SL
65
Savior LLC
Massachusetts
$111K -$641K -10,552 -85%
SPIA
66
Steward Partners Investment Advisory
New York
$82K – – –
AF
67
Allworth Financial
California
$75.3K -$2.79K -46 -4%
HI
68
Harbour Investments
Wisconsin
$74.1K -$1.28K -21 -2%
GRP
69
Global Retirement Partners
California
$62.4K +$5.92K +100 +10%
US Bancorp
70
US Bancorp
Minnesota
$41.8K -$76.4K -1,259 -65%
NS
71
NBC Securities
Alabama
$36K +$36K +608 New
FHA
72
First Horizon Advisors
Tennessee
$33.1K +$33.1K +546 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$29.3K -$22K -362 -43%
TSWM
74
Tyler-Stone Wealth Management
Ohio
$27K – – –
PP
75
Pacifica Partners
Canada
$14.8K – – –
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