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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

98 hedge funds and large institutions have $278M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$55.1M
2
Morgan Stanley
Morgan Stanley
New York
$32.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.68M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.38M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.12M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$37.9M
2
Raymond James Financial
Raymond James Financial
Florida
$7.89M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
UBS Group
UBS Group
Switzerland
$12.4M
5
BEI
Benjamin Edwards Inc
Missouri
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$610K +$199K +2,410 +48%
SFPG
52
Stonebridge Financial Planning Group
Florida
$606K – – –
Mariner
53
Mariner
Kansas
$483K -$1.15K -14 -0.2%
CWM
54
Cornerstone Wealth Management
Missouri
$468K – – –
BPA
55
Beacon Pointe Advisors
California
$453K – – –
EW
56
Element Wealth
Mississippi
$425K – – –
CPA
57
Clear Point Advisors
New York
$418K -$3.96K -48 -0.9%
NWWA
58
New Wave Wealth Advisors
Arkansas
$417K -$40.9K -496 -9%
BW
59
BostonPremier Wealth
Massachusetts
$386K +$82 +1 +0%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$383K – – –
DADC
61
D.A. Davidson & Co
Montana
$377K -$8.24K -100 -2%
GWM
62
Geneos Wealth Management
Colorado
$361K -$181K -2,194 -33%
KWS
63
Keystone Wealth Services
California
$346K – – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$341K +$172K +2,092 +103%
KeyBank National Association
65
KeyBank National Association
Ohio
$324K – – –
WFA
66
WMG Financial Advisors
Tennessee
$298K -$3.3K -40 -1%
GWP
67
Gateway Wealth Partners
Wisconsin
$292K -$8.16K -99 -3%
OMC
68
Old Mission Capital
Illinois
$291K +$291K +3,526 New
FAIM
69
Financial Advocates Investment Management
Washington
$276K +$2.64K +32 +1%
HI
70
Harbour Investments
Wisconsin
$254K -$1.24K -15 -0.5%
1W
71
1776 Wealth
Georgia
$246K – – –
IWM
72
IHT Wealth Management
Illinois
$241K -$33K -400 -12%
MA
73
Mutual Advisors
Nebraska
$238K -$9.98K -118 -4%
RIS
74
Richmond Investment Services
Wisconsin
$235K +$235K +2,854 New
Truist Financial
75
Truist Financial
North Carolina
$232K +$4.04K +49 +2%
1 2
3
4 5