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First Trust Mid Cap Growth AlphaDEX Fund

100 hedge funds and large institutions have $275M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

1.22% more ownership

Funds ownership: 72.16%73.39% (+1.2%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

2% less funds holding

Funds holding: 102100 (-2)

44% less capital invested

Capital invested by funds: $490M → $275M (-$215M)

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
38
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Purus Wealth Management
California
$563K +$8.92K +111 +1%
TCA
52
Transcend Capital Advisors
New Jersey
$562K +$603K +7,499 New
SFPG
53
Stonebridge Financial Planning Group
Florida
$551K -$16.1K -200 -3%
GWM
54
Geneos Wealth Management
Colorado
$492K +$363K +4,509 +219%
SWP
55
Stratos Wealth Partners
Ohio
$451K -$1.37K -17 -0.3%
Mariner
56
Mariner
Kansas
$440K +$22K +274 +5%
CWM
57
Cornerstone Wealth Management
Missouri
$425K -$10.4K -129 -2%
NWWA
58
New Wave Wealth Advisors
Arkansas
$416K -$238K -2,963 -35%
BPA
59
Beacon Pointe Advisors
California
$412K
IWC
60
Integrated Wealth Concepts
Massachusetts
$403K +$433K +5,385 New
EW
61
Element Wealth
Mississippi
$386K -$13.3K -165 -3%
CPA
62
Clear Point Advisors
New York
$383K -$8.12K -101 -2%
IA
63
IFP Advisors
Florida
$374K +$20.3K +253 +5%
Jane Street
64
Jane Street
New York
$362K +$388K +4,832 New
BW
65
BostonPremier Wealth
Massachusetts
$350K -$1.45K -18 -0.4%
DADC
66
D.A. Davidson & Co
Montana
$350K -$22K -274 -6%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$348K
PVI
68
Pine Valley Investments
New Jersey
$342K +$44.8K +557 +14%
KWS
69
Keystone Wealth Services
California
$314K
HighTower Advisors
70
HighTower Advisors
Illinois
$306K +$328K +4,081 New
IAN
71
Integrated Advisors Network
Texas
$302K -$18.8K -234 -5%
KeyBank National Association
72
KeyBank National Association
Ohio
$294K +$316K +3,926 New
WFA
73
WMG Financial Advisors
Tennessee
$274K -$31.4K -390 -10%
GWP
74
Gateway Wealth Partners
Wisconsin
$273K +$6.75K +84 +2%
IWM
75
IHT Wealth Management
Illinois
$249K +$563 +7 +0.2%

FNY Hedge Fund Activity: Q1 2025 in Review

100 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q1 2025, worth a combined $275M — down 44% from $490M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FNY positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.21M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $222M sold.

  • 100 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q1 2025, down from 102 in Q4 2024.
  • Funds reported $275M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q1 2025, down 44% quarter-over-quarter.
  • 15 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q1 2025 and 14 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q1 2025 was Wells Fargo, an estimated $6.21M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q1 2025 was Koshinski Asset Management, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2025.