We are live on ! Find out more
FNY icon

First Trust Mid Cap Growth AlphaDEX Fund

107 hedge funds and large institutions have $333M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $279M → $333M (+$53.8M)

7% more funds holding

Funds holding: 100107 (+7)

0.57% more ownership

Funds ownership: 74.38%74.94% (+0.57%)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$259K -$8.89K -103 -4%
RIS
77
Richmond Investment Services
Wisconsin
$257K -$4.14K -48 -2%
VVP
78
Venture Visionary Partners
Ohio
$257K
AWA
79
Arete Wealth Advisors
Illinois
$243K
1W
80
1776 Wealth
Georgia
$242K -$29.9K -347 -12%
ATPW
81
Ashton Thomas Private Wealth
Arizona
$240K -$5.78K -67 -2%
OC
82
Oppenheimer & Co
New York
$238K
PTC
83
Private Trust Company
Ohio
$229K
BIG
84
Brookwood Investment Group
Arizona
$226K +$213K +2,464 New
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$214K -$15.5K -180 -7%
JP Morgan Chase
86
JP Morgan Chase
New York
$209K -$160K -1,855 -45%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$196K
FFA
88
Founders Financial Alliance
North Carolina
$192K +$181K +2,096 New
ASN
89
Advisory Services Network
Georgia
$192K +$181K +2,096 New
SPIA
90
Steward Partners Investment Advisory
New York
$175K
TRCT
91
Tower Research Capital (TRC)
New York
$161K +$152K +1,760 New
CA
92
CoreCap Advisors
Michigan
$99.4K -$432 -5 -0.5%
MAS
93
MPWM Advisory Solutions
Georgia
$95.6K +$7.68K +89 +9%
US Bancorp
94
US Bancorp
Minnesota
$63.1K
GWSG
95
GPS Wealth Strategies Group
Colorado
$59.4K
AF
96
Allworth Financial
California
$51.3K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$44.2K
GI
98
GAMMA Investing
California
$40.8K
HWA
99
HHM Wealth Advisors
Tennessee
$37K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$16.8K +$3.19K +37 +25%

FNY Hedge Fund Activity: Q3 2025 in Review

107 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q3 2025, worth a combined $333M — up 19% from $279M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FNY positions and 5 closed out — a net gain of 8 holders — while 29 added to existing stakes and 39 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.84M. The largest seller was LPL Financial, cutting an estimated $1.59M.

  • 107 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q3 2025, up from 100 in Q2 2025.
  • Funds reported $333M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q3 2025, up 19% quarter-over-quarter.
  • 13 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q3 2025 and 5 closed out, a net change of +8 holders.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q3 2025 was Wells Fargo, an estimated $8.84M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q3 2025 was LPL Financial, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2025.