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First Trust Mid Cap Growth AlphaDEX Fund

100 hedge funds and large institutions have $279M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $275M → $279M (+$4.39M)

0.99% more ownership

Funds ownership: 73.39%74.38% (+0.99%)

0% more funds holding

Funds holding: 100100 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
76
Richmond Investment Services
Wisconsin
$235K +$219K +2,854 New
Truist Financial
77
Truist Financial
North Carolina
$232K +$3.76K +49 +2%
VVP
78
Venture Visionary Partners
Ohio
$231K
IAN
79
Integrated Advisors Network
Texas
$223K -$102K -1,329 -33%
ATPW
80
Ashton Thomas Private Wealth
Arizona
$222K -$14K -182 -6%
AWA
81
Arete Wealth Advisors
Illinois
$218K +$204K +2,650 New
OC
82
Oppenheimer & Co
New York
$215K +$200K +2,602 New
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$208K +$194K +2,520 New
PTC
84
Private Trust Company
Ohio
$206K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$177K
SPIA
86
Steward Partners Investment Advisory
New York
$157K -$16.1K -210 -10%
CA
87
CoreCap Advisors
Michigan
$89.9K
MAS
88
MPWM Advisory Solutions
Georgia
$78.7K +$18K +234 +32%
US Bancorp
89
US Bancorp
Minnesota
$56.8K
NS
90
NBC Securities
Alabama
$55K
GWSG
91
GPS Wealth Strategies Group
Colorado
$53.4K
AF
92
Allworth Financial
California
$46.2K -$4.99K -65 -10%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$39.7K
GI
94
GAMMA Investing
California
$36.7K +$34.2K +445 New
HWA
95
HHM Wealth Advisors
Tennessee
$33.3K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$12.1K
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$11.3K +$10.5K +137 New
SS
98
Sunbelt Securities
Texas
$8K
HNB
99
Hilltop National Bank
Wyoming
$7.5K +$6.99K +91 New
FFA
100
Farther Finance Advisors
California
$1.4K

FNY Hedge Fund Activity: Q2 2025 in Review

100 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q2 2025, worth a combined $279M — up 1.6% from $275M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FNY positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.73M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 100 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $279M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 9 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q2 2025 and 8 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q2 2025 was LPL Financial, an estimated $3.73M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q2 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.