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First Trust Mid Cap Growth AlphaDEX Fund

100 hedge funds and large institutions have $275M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

1.22% more ownership

Funds ownership: 72.16%73.39% (+1.2%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

2% less funds holding

Funds holding: 102100 (-2)

44% less capital invested

Capital invested by funds: $490M → $275M (-$215M)

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
38
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$249K -$19.4K -241 -7%
SA
77
Sanctuary Advisors
Indiana
$241K +$33.8K +420 +15%
HI
78
Harbour Investments
Wisconsin
$232K -$11.1K -138 -4%
1W
79
1776 Wealth
Georgia
$224K -$51.3K -638 -18%
MPW
80
Monterey Private Wealth
California
$217K
MA
81
Mutual Advisors
Nebraska
$216K +$643 +8 +0.3%
ATPW
82
Ashton Thomas Private Wealth
Arizona
$215K -$9.73K -121 -4%
VVP
83
Venture Visionary Partners
Ohio
$210K
Truist Financial
84
Truist Financial
North Carolina
$207K -$4.34K -54 -2%
PTC
85
Private Trust Company
Ohio
$187K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$161K
SPIA
87
Steward Partners Investment Advisory
New York
$158K +$20.8K +259 +14%
FFA
88
Founders Financial Alliance
North Carolina
$157K
JP Morgan Chase
89
JP Morgan Chase
New York
$153K -$9.16K -114 -5%
CA
90
CoreCap Advisors
Michigan
$81.6K -$4.02K -50 -4%
MAS
91
MPWM Advisory Solutions
Georgia
$54K -$5.87K -73 -9%
US Bancorp
92
US Bancorp
Minnesota
$51.6K
NS
93
NBC Securities
Alabama
$50K +$54.3K +675 New
GWSG
94
GPS Wealth Strategies Group
Colorado
$48.5K +$52.1K +648 New
AF
95
Allworth Financial
California
$45.9K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$36.1K
HWA
97
HHM Wealth Advisors
Tennessee
$30.3K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$11K +$7.88K +98 +200%
SS
99
Sunbelt Securities
Texas
$7.49K
HNB
100
Huntington National Bank
Ohio
$3.82K

FNY Hedge Fund Activity: Q1 2025 in Review

100 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q1 2025, worth a combined $275M — down 44% from $490M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FNY positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.21M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $222M sold.

  • 100 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q1 2025, down from 102 in Q4 2024.
  • Funds reported $275M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q1 2025, down 44% quarter-over-quarter.
  • 15 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q1 2025 and 14 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q1 2025 was Wells Fargo, an estimated $6.21M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q1 2025 was Koshinski Asset Management, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2025.