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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

94 hedge funds and large institutions have $258M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
40
Closed
6
Calls
$239K
Puts
–
Net Calls
+$239K
Net Calls Change
-$11K

Top Buyers

1
P
1
&Partners
Tennessee
$10.6M
2
BEI
2
Benjamin Edwards Inc
Missouri
$5.56M
3
NA
3
NewEdge Advisors
Louisiana
$17M
4
KWM
4
Kingsview Wealth Management
Oregon
$7.2M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.17M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$555K
3
Wells Fargo
3
Wells Fargo
California
$49.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.27M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$171K -$79.8K -1,000 -32%
FFA
77
Founders Financial Alliance
North Carolina
$167K +$637 +8 +0.4%
GWM
78
Geneos Wealth Management
Colorado
$160K +$13.4K +168 +9%
ZB
79
Zions Bancorporation
Utah
$143K – – –
SPIA
80
Steward Partners Investment Advisory
New York
$142K +$107K +1,345 +304%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$140K +$92.7K +1,167 +196%
CA
82
CoreCap Advisors
Michigan
$90.8K -$15.9K -200 -15%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$85.5K – – –
US Bancorp
84
US Bancorp
Minnesota
$54.9K – – –
NS
85
NBC Securities
Alabama
$53K – – –
AF
86
Allworth Financial
California
$40.2K – – –
HWA
87
HHM Wealth Advisors
Tennessee
$32.2K – – –
HNB
88
Hilltop National Bank
Wyoming
$14.4K – – –
PA
89
PSI Advisors
Florida
$13.1K – – –
Bank of America
90
Bank of America
North Carolina
$11.4K -$175K -2,192 -94%
CAS
91
Coppell Advisory Solutions
Texas
$8.7K – – –
HNB
92
Huntington National Bank
Ohio
$8.12K -$7.51K – –
CJ
93
Caitlin John
Michigan
$6.06K – – –
TFA
94
Transamerica Financial Advisors
Florida
$3K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$2.75K -$79 -1 -3%
CIA
96
Concurrent Investment Advisors
Florida
– -$417K -5,670 Closed
TSWM
97
Tyler-Stone Wealth Management
Ohio
– -$32.6K -443 Closed
PP
98
Pacifica Partners
Canada
– -$18.3K -250 Closed
IAIM
99
International Assets Investment Management
Florida
– -$14.7K -200 Closed
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
– -$2.87K -39 Closed
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4
5