FNY icon

First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

91 hedge funds and large institutions have $235M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
35
Closed
9
Calls
–
Puts
$391K
Net Calls
-$391K
Net Calls Change
-$391K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.18M
2
Wells Fargo
2
Wells Fargo
California
$33.1M
3
LPL Financial
3
LPL Financial
California
$17.5M
4
RJA
4
Raymond James & Associates
Florida
$5.01M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$4.5M

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$6.84M
2
SL
2
Savior LLC
Massachusetts
$7.66M
3
FAIM
3
Financial Advocates Investment Management
Washington
$587K
4
APA
4
American Portfolios Advisors
New York
$21.6K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$33.1M 618,321 +86,005 +16%
Morgan Stanley
2
Morgan Stanley
New York
$32.3M 602,796 +54,504 +10%
LPL Financial
3
LPL Financial
California
$17.5M 326,802 +72,974 +29%
UBS Group
4
UBS Group
Switzerland
$17.4M 325,983 +10,279 +3%
Bank of America
5
Bank of America
North Carolina
$10.5M 196,146 +2,704 +1%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$10.4M 193,851 -8,876 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.18M 171,495 +107,284 +167%
SL
8
Savior LLC
Massachusetts
$7.66M 143,250 -42,446 -23%
KAS
9
Kestra Advisory Services
Texas
$7.48M 139,850 +139,850 New
FHC
10
First Heartland Consultants
Missouri
$6.84M 128 -113,484 -100%
Ameriprise
11
Ameriprise
Minnesota
$5.28M 98,471 -3,472 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.27M 98,429 -4,667 -5%
RJA
13
Raymond James & Associates
Florida
$5.01M 93,548 +61,932 +196%
First Trust Advisors
14
First Trust Advisors
Illinois
$4.5M 84,153 +60,069 +249%
SWP
15
Stratos Wealth Partners
Ohio
$3.53M 65,971 +24,818 +60%
KPWS
16
Kestra Private Wealth Services
Texas
$3.1M 58,265 +58,265 New
PAG
17
Private Advisor Group
New Jersey
$3.06M 59,304 +4,566 +8%
HWM
18
Holloway Wealth Management
Florida
– – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.94M 54,939 +4,589 +9%
KIA
20
KCM Investment Advisors
California
$2.51M 46,920 -2,397 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.5M 47,563 -8,995 -16%
HIS
22
Harvest Investment Services
Illinois
$2.35M 43,989 +43,989 New
HC
23
HNP Capital
New York
$2.32M 39,776 -3,285 -8%
VRM
24
Vectors Research Management
New York
$2.26M 41,773 -1,288 -3%
Stifel Financial
25
Stifel Financial
Missouri
$2.23M 41,659 -864 -2%
1
2 3 4 5