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First Trust Mid Cap Growth AlphaDEX Fund

122 hedge funds and large institutions have $369M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $347M → $369M (+$21.7M)

2.19% more ownership

Funds ownership: 75.4%77.59% (+2.2%)

2% more funds holding

Funds holding: 120122 (+2)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
34
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
76
PFG Investments
New York
$268K -$22.8K -240 -7%
Truist Financial
77
Truist Financial
North Carolina
$260K +$8.83K +93 +3%
MA
78
Mutual Advisors
Nebraska
$256K -$388K -4,087 -59%
VVP
79
Venture Visionary Partners
Ohio
$253K
PCA
80
Prosperity Capital Advisors
Ohio
$249K +$262K +2,756 New
AO
81
Advisor OS
Illinois
$240K +$252K +2,650 New
1W
82
1776 Wealth
Georgia
$239K
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$238K -$289K -3,040 -54%
OC
84
Oppenheimer & Co
New York
$235K
IWM
85
IHT Wealth Management
Illinois
$226K -$5.06M -53,287 -96%
RIS
86
Richmond Investment Services
Wisconsin
$223K -$32.5K -342 -12%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$203K
ATPW
88
Ashton Thomas Private Wealth
Arizona
$198K -$51.6K -544 -20%
FFA
89
Founders Financial Alliance
North Carolina
$190K +$199K +2,096 New
JP Morgan Chase
90
JP Morgan Chase
New York
$181K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$143K
US Bancorp
92
US Bancorp
Minnesota
$109K -$426K -4,486 -79%
BlackRock
93
BlackRock
New York
$109K
TRCT
94
Tower Research Capital (TRC)
New York
$103K +$108K +1,141 New
MAS
95
MPWM Advisory Solutions
Georgia
$87.3K -$8.45K -89 -8%
CA
96
CoreCap Advisors
Michigan
$73.7K -$9.49K -100 -11%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$70.9K +$74.3K +783 New
AF
98
Allworth Financial
California
$67.2K +$17.4K +183 +33%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$56.9K +$59.7K +629 New
SEP
100
Signature Equity Partners
Ohio
$49.3K

FNY Hedge Fund Activity: Q1 2026 in Review

122 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q1 2026, worth a combined $369M — up 6.2% from $347M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FNY positions and 11 closed out — a net gain of 6 holders — while 34 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $13M. The largest seller was First Trust Advisors, exiting entirely with an estimated $5.43M sold.

  • 122 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q1 2026, up from 120 in Q4 2025.
  • Funds reported $369M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q1 2026, up 6.2% quarter-over-quarter.
  • 17 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q1 2026 and 11 closed out, a net change of +6 holders.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q1 2026 was Raymond James Financial, an estimated $13M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q1 2026 was First Trust Advisors, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2026.