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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

94 hedge funds and large institutions have $239M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
31
Closed
4
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$7K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$48.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.98M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.19M
4
SWP
4
Stratos Wealth Partners
Ohio
$4.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.32M

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$1.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$24M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.67M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.01M
5
BBA
5
Braun-Bostich & Associates
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$347K – – –
SA
52
Sanctuary Advisors
Indiana
$338K +$338K +4,724 New
KWS
53
Keystone Wealth Services
California
$309K – – –
WFA
54
WMG Financial Advisors
Tennessee
$308K -$20.2K -274 -6%
PVI
55
Pine Valley Investments
New Jersey
$291K +$3.46K +47 +1%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$270K +$23.2K +320 +9%
1W
57
1776 Wealth
Georgia
$267K – – –
FAIM
58
Financial Advocates Investment Management
Washington
$254K -$1.55K -21 -0.6%
KIG
59
Kowal Investment Group
Wisconsin
$245K +$3.46K +47 +1%
AOG
60
Alpha Omega Group
Virginia
$243K – – –
GWP
61
Gateway Wealth Partners
Wisconsin
$236K +$236K +3,210 New
AAS
62
Avantax Advisory Services
Texas
$233K +$3.09K +42 +1%
HI
63
Harbour Investments
Wisconsin
$233K -$38K -516 -14%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$231K – – –
ATPW
65
Ashton Thomas Private Wealth
Arizona
$230K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$223K -$71.9K -977 -24%
VVP
67
Venture Visionary Partners
Ohio
$221K – – –
MPW
68
Monterey Private Wealth
California
$214K – – –
MA
69
Mutual Advisors
Nebraska
$201K -$68.6K -904 -25%
PTC
70
Private Trust Company
Ohio
$184K +$184K +2,499 New
Bank of America
71
Bank of America
North Carolina
$172K +$126K +1,713 +275%
FFA
72
Founders Financial Alliance
North Carolina
$153K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$151K -$149K -2,027 -50%
GWM
74
Geneos Wealth Management
Colorado
$136K +$515 +7 +0.4%
ZB
75
Zions Bancorporation
Utah
$132K +$132K +1,800 New
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