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First Trust Mid Cap Growth AlphaDEX Fund

100 hedge funds and large institutions have $279M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $275M → $279M (+$4.39M)

0.99% more ownership

Funds ownership: 73.39%74.38% (+0.99%)

0% more funds holding

Funds holding: 100100 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$610K +$185K +2,410 +48%
SFPG
52
Stonebridge Financial Planning Group
Florida
$606K
Mariner
53
Mariner
Kansas
$483K -$1.07K -14 -0.2%
CWM
54
Cornerstone Wealth Management
Missouri
$468K
SA
55
Sanctuary Advisors
Indiana
$457K +$178K +2,322 +72%
BPA
56
Beacon Pointe Advisors
California
$453K
EW
57
Element Wealth
Mississippi
$425K
CPA
58
Clear Point Advisors
New York
$418K -$3.69K -48 -0.9%
NWWA
59
New Wave Wealth Advisors
Arkansas
$417K -$38.1K -496 -9%
BW
60
BostonPremier Wealth
Massachusetts
$386K +$77 +1 +0%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$383K
DADC
62
D.A. Davidson & Co
Montana
$377K -$7.68K -100 -2%
PVI
63
Pine Valley Investments
New Jersey
$362K -$13.1K -170 -4%
GWM
64
Geneos Wealth Management
Colorado
$361K -$168K -2,194 -33%
KWS
65
Keystone Wealth Services
California
$346K
JP Morgan Chase
66
JP Morgan Chase
New York
$341K +$161K +2,092 +103%
KeyBank National Association
67
KeyBank National Association
Ohio
$324K
WFA
68
WMG Financial Advisors
Tennessee
$298K -$3.07K -40 -1%
GWP
69
Gateway Wealth Partners
Wisconsin
$292K -$7.6K -99 -3%
OMC
70
Old Mission Capital
Illinois
$291K +$271K +3,526 New
FAIM
71
Financial Advocates Investment Management
Washington
$276K +$2.46K +32 +1%
HI
72
Harbour Investments
Wisconsin
$254K -$1.15K -15 -0.5%
1W
73
1776 Wealth
Georgia
$246K
IWM
74
IHT Wealth Management
Illinois
$241K -$30.7K -400 -12%
MA
75
Mutual Advisors
Nebraska
$238K -$9.06K -118 -4%

FNY Hedge Fund Activity: Q2 2025 in Review

100 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q2 2025, worth a combined $279M — up 1.6% from $275M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FNY positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.73M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 100 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $279M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 9 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q2 2025 and 8 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q2 2025 was LPL Financial, an estimated $3.73M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q2 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.