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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

98 hedge funds and large institutions have $274M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.79M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.65M
3
First Trust Advisors
First Trust Advisors
Illinois
+$4.79M
4
LPL Financial
LPL Financial
California
+$3.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.13M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$222M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.23M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.41M
5
GSC
G&S Capital
Colorado
-$947K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
51
Purus Wealth Management
California
$563K +$8.31K +111 +1%
TCA
52
Transcend Capital Advisors
New Jersey
$562K +$562K +7,499 New
SFPG
53
Stonebridge Financial Planning Group
Florida
$551K -$15K -200 -3%
GWM
54
Geneos Wealth Management
Colorado
$492K +$338K +4,509 +219%
SWP
55
Stratos Wealth Partners
Ohio
$451K -$1.27K -17 -0.3%
Mariner
56
Mariner
Kansas
$440K +$20.5K +274 +5%
CWM
57
Cornerstone Wealth Management
Missouri
$425K -$9.66K -129 -2%
NWWA
58
New Wave Wealth Advisors
Arkansas
$416K -$222K -2,963 -35%
BPA
59
Beacon Pointe Advisors
California
$412K – – –
IWC
60
Integrated Wealth Concepts
Massachusetts
$403K +$403K +5,385 New
EW
61
Element Wealth
Mississippi
$386K -$12.4K -165 -3%
CPA
62
Clear Point Advisors
New York
$383K -$7.56K -101 -2%
IA
63
IFP Advisors
Florida
$374K +$18.9K +253 +5%
Jane Street
64
Jane Street
New York
$362K +$362K +4,832 New
BW
65
BostonPremier Wealth
Massachusetts
$350K -$1.35K -18 -0.4%
DADC
66
D.A. Davidson & Co
Montana
$350K -$20.5K -274 -6%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$348K – – –
KWS
68
Keystone Wealth Services
California
$314K – – –
HighTower Advisors
69
HighTower Advisors
Illinois
$306K +$306K +4,081 New
IAN
70
Integrated Advisors Network
Texas
$302K -$17.5K -234 -5%
KeyBank National Association
71
KeyBank National Association
Ohio
$294K +$294K +3,926 New
WFA
72
WMG Financial Advisors
Tennessee
$274K -$29.2K -390 -10%
GWP
73
Gateway Wealth Partners
Wisconsin
$273K +$6.29K +84 +2%
IWM
74
IHT Wealth Management
Illinois
$249K +$524 +7 +0.2%
FAIM
75
Financial Advocates Investment Management
Washington
$249K -$18K -241 -7%
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