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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

102 hedge funds and large institutions have $490M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
36
Reduced
27
Closed
7
Calls
$248K
Puts
–
Net Calls
+$248K
Net Calls Change
+$9K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$45.6M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.6M
4
JSL
4
JT Stratford LLC
Georgia
$1.41M
5
P
5
&Partners
Tennessee
$12.2M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.42M
2
Wells Fargo
2
Wells Fargo
California
$46M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$222M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$448K -$12.7K -159 -3%
BPA
52
Beacon Pointe Advisors
California
$440K – – –
EW
53
Element Wealth
Mississippi
$426K -$11.8K -147 -3%
CPA
54
Clear Point Advisors
New York
$418K +$800 +10 +0.2%
DADC
55
D.A. Davidson & Co
Montana
$395K -$290K -3,631 -42%
IA
56
IFP Advisors
Florida
$379K – – –
BW
57
BostonPremier Wealth
Massachusetts
$375K +$375K +4,693 New
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$372K -$5.69K -71 -2%
IAN
59
Integrated Advisors Network
Texas
$342K +$342K +4,270 New
KWS
60
Keystone Wealth Services
California
$336K – – –
WFA
61
WMG Financial Advisors
Tennessee
$324K – – –
PVI
62
Pine Valley Investments
New Jersey
$321K +$800 +10 +0.3%
1W
63
1776 Wealth
Georgia
$290K – – –
FAIM
64
Financial Advocates Investment Management
Washington
$285K +$15.3K +191 +6%
GWP
65
Gateway Wealth Partners
Wisconsin
$285K +$16.7K +209 +6%
IWM
66
IHT Wealth Management
Illinois
$265K +$265K +3,319 New
HI
67
Harbour Investments
Wisconsin
$258K +$32K +400 +14%
AAS
68
Avantax Advisory Services
Texas
$258K +$560 +7 +0.2%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$251K +$110K +1,380 +78%
MA
70
Mutual Advisors
Nebraska
$243K -$3.08K -37 -1%
NFG
71
Nations Financial Group
Iowa
$240K -$3.92K -49 -2%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$239K +$80 +1 +0%
SA
73
Sanctuary Advisors
Indiana
$239K +$6.72K +79 +3%
MPW
74
Monterey Private Wealth
California
$232K – – –
IAA
75
Independent Advisor Alliance
North Carolina
$229K +$229K +2,863 New
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3
4 5