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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 %
VVP
76
Venture Visionary Partners
Ohio
$231K – – –
IAN
77
Integrated Advisors Network
Texas
$223K -$110K -1,329 -33%
ATPW
78
Ashton Thomas Private Wealth
Arizona
$222K -$15K -182 -6%
AWA
79
Arete Wealth Advisors
Illinois
$218K +$218K +2,650 New
OC
80
Oppenheimer & Co
New York
$215K +$215K +2,602 New
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$208K +$208K +2,520 New
PTC
82
Private Trust Company
Ohio
$206K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$177K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$157K -$17.3K -210 -10%
CA
85
CoreCap Advisors
Michigan
$89.9K – – –
MAS
86
MPWM Advisory Solutions
Georgia
$78.7K +$19.3K +234 +32%
US Bancorp
87
US Bancorp
Minnesota
$56.8K – – –
NS
88
NBC Securities
Alabama
$55K – – –
GWSG
89
GPS Wealth Strategies Group
Colorado
$53.4K – – –
AF
90
Allworth Financial
California
$46.2K -$5.36K -65 -10%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$39.7K – – –
GI
92
GAMMA Investing
California
$36.7K +$36.7K +445 New
HWA
93
HHM Wealth Advisors
Tennessee
$33.3K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$12.1K – – –
FMII
95
Farmers & Merchants Investments Inc
Nebraska
$11.3K +$11.3K +137 New
SS
96
Sunbelt Securities
Texas
$8K – – –
HNB
97
Hilltop National Bank
Wyoming
$7.5K +$7.5K +91 New
FFA
98
Farther Finance Advisors
California
$1.4K – – –
Citadel Advisors
99
Citadel Advisors
Florida
– -$3.13M -41,738 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– -$1.71M -22,874 Closed
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