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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

108 hedge funds and large institutions have $317M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 5 closing their positions.

Holders
108
Holders Change
+17
Holders Change %
+18.68%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
34
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHC
1
First Heartland Consultants
Missouri
$11.7M
2
LPL Financial
2
LPL Financial
California
$26.6M
3
UBS Group
3
UBS Group
Switzerland
$24M
4
GIA
4
Gladstone Institutional Advisory
Florida
$2.45M
5
PAG
5
Private Advisory Group
Washington
$2.18M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.93M
2
Ameriprise
2
Ameriprise
Minnesota
$1.34M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$9.43M
4
KPWS
4
Kestra Private Wealth Services
Texas
$1M
5
WI
5
Wintrust Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$42.4M 648,672 +30,351 +5%
Morgan Stanley
2
Morgan Stanley
New York
$38.7M 591,679 -11,117 -2%
LPL Financial
3
LPL Financial
California
$26.6M 406,886 +80,084 +25%
UBS Group
4
UBS Group
Switzerland
$24M 366,954 +40,971 +13%
AOG
5
Alpha Omega Group
Virginia
$13.6M 208,740 +208,740 New
FHC
6
First Heartland Consultants
Missouri
$11.7M 179,141 +179,013 +139,854%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.8M 164,766 -6,729 -4%
KAS
8
Kestra Advisory Services
Texas
$9.72M 147,746 +7,896 +6%
SL
9
Savior LLC
Massachusetts
$9.45M 144,544 +1,294 +0.9%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$9.43M 144,235 -49,616 -26%
Bank of America
11
Bank of America
North Carolina
$6.93M 105,930 -90,216 -46%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.63M 101,461 +3,032 +3%
RJA
13
Raymond James & Associates
Florida
$6.21M 94,983 +1,435 +2%
First Trust Advisors
14
First Trust Advisors
Illinois
$5.28M 80,789 -3,364 -4%
SAM
15
Synergy Asset Management
Washington
$4.79M 73,316 +73,316 New
SWP
16
Stratos Wealth Partners
Ohio
$4.42M 67,571 +1,600 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.07M 62,266 +22,409 +56%
PAG
18
Private Advisor Group
New Jersey
$3.97M 60,697 +1,393 +2%
HWM
19
Holloway Wealth Management
Florida
– – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.74M 57,247 +2,308 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.51M 53,674 +6,111 +13%
KIA
22
KCM Investment Advisors
California
$2.95M 45,170 -1,750 -4%
VRM
23
Vectors Research Management
New York
$2.87M 43,889 +2,116 +5%
HC
24
HNP Capital
New York
$2.74M 41,877 +2,101 +5%
CWM
25
Cornerstone Wealth Management
Missouri
$2.56M 39,211 +14,419 +58%
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