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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

95 hedge funds and large institutions have $299M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 46 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-8
Holders Change %
-7.77%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
23
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$6.3M
2
SMF
2
Sterling Manor Financial
New York
$4.82M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.48M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.46M
5
HC
5
HNP Capital
New York
$4.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.6M
2
AOG
2
Alpha Omega Group
Virginia
$7.36M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.39M
4
OMC
4
Old Mission Capital
Illinois
$244K
5
Wells Fargo
5
Wells Fargo
California
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
76
Clearwater Capital Advisors
Illinois
$201K +$201K +2,663 New
FFA
77
Founders Financial Alliance
North Carolina
$157K -$829 -11 -0.5%
CCM
78
Covington Capital Management
California
$114K +$114K +1,519 New
SB
79
Strategic Blueprint
Georgia
$109K +$109K +1,451 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$84K -$44.3K -589 -35%
TI
81
tru Independence
Oregon
$77K +$77K +1,018 New
SPIA
82
Steward Partners Investment Advisory
New York
$41K +$3.37K +45 +9%
US Bancorp
83
US Bancorp
Minnesota
$29K -$4.11K -55 -12%
AF
84
Allworth Financial
California
$17K – – –
AWA
85
Arkadios Wealth Advisors
Georgia
$12K – – –
WP
86
WealthShield Partners
North Carolina
$12K +$12K +162,268 +96,017%
CFGS
87
Concourse Financial Group Securities
Alabama
$10K -$7.64K -97 -43%
CWA
88
Clearview Wealth Advisors
Oregon
$8K – – –
LS
89
Leelyn Smith
Illinois
$8K – – –
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$7K +$3.99K +53 +133%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$6K +$4.11K +50 +217%
PMFA
93
Plante Moran Financial Advisors
Michigan
$6K +$6K +86 New
GI
94
Gradient Investments
Minnesota
$4K – – –
AWM
95
Avior Wealth Management
Nebraska
$3K -$27.7K -462 -90%
TAM
96
Tucker Asset Management
Colorado
$1.51K – – –
APA
97
American Portfolios Advisors
New York
$151 -$1.66K -22 -92%
LA
98
LexAurum Advisors
Kansas
– -$2.08M -30,538 Closed
Bank of America
99
Bank of America
North Carolina
– -$1.61M -23,681 Closed
WI
100
Wintrust Investments
Illinois
– -$1.43M -21,000 Closed
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