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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

94 hedge funds and large institutions have $258M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
40
Closed
6
Calls
$239K
Puts
–
Net Calls
+$239K
Net Calls Change
-$11K

Top Buyers

1
P
1
&Partners
Tennessee
$10.6M
2
BEI
2
Benjamin Edwards Inc
Missouri
$5.56M
3
NA
3
NewEdge Advisors
Louisiana
$17M
4
KWM
4
Kingsview Wealth Management
Oregon
$7.2M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.17M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$555K
3
Wells Fargo
3
Wells Fargo
California
$49.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.27M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
51
Clear Point Advisors
New York
$415K +$1.59K +20 +0.4%
Jane Street
52
Jane Street
New York
$381K +$381K +4,783 New
IA
53
IFP Advisors
Florida
$377K – – –
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$376K – – –
KWS
55
Keystone Wealth Services
California
$334K – – –
WFA
56
WMG Financial Advisors
Tennessee
$322K -$10.7K -134 -3%
PVI
57
Pine Valley Investments
New Jersey
$319K +$3.27K +41 +1%
1W
58
1776 Wealth
Georgia
$289K – – –
FAIM
59
Financial Advocates Investment Management
Washington
$269K -$5.81K -73 -2%
GWP
60
Gateway Wealth Partners
Wisconsin
$267K +$11.3K +142 +4%
KIG
61
Kowal Investment Group
Wisconsin
$266K +$1.04K +13 +0.4%
AOG
62
Alpha Omega Group
Virginia
$263K – – –
AAS
63
Avantax Advisory Services
Texas
$256K +$4.38K +55 +2%
NFG
64
Nations Financial Group
Iowa
$243K +$243K +3,054 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$242K -$80 -1 -0%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$238K -$11.4K -143 -5%
SA
67
Sanctuary Advisors
Indiana
$238K -$175K -1,999 -42%
MA
68
Mutual Advisors
Nebraska
$237K +$25.4K +318 +12%
MPW
69
Monterey Private Wealth
California
$231K – – –
HI
70
Harbour Investments
Wisconsin
$225K -$26.4K -331 -10%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$225K -$71.7K -900 -24%
VVP
72
Venture Visionary Partners
Ohio
$223K -$15.9K -200 -7%
Citadel Advisors
73
Citadel Advisors
Florida
$221K +$221K +2,777 New
AWA
74
Arete Wealth Advisors
Illinois
$210K +$210K +2,650 New
PTC
75
Private Trust Company
Ohio
$199K – – –
1 2
3
4 5