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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

95 hedge funds and large institutions have $299M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
95
Holders Change
-8
Holders Change %
-7.77%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
23
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$6.3M
2
SMF
2
Sterling Manor Financial
New York
$4.82M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.48M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.46M
5
HC
5
HNP Capital
New York
$4.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.6M
2
AOG
2
Alpha Omega Group
Virginia
$7.36M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.39M
4
OMC
4
Old Mission Capital
Illinois
$244K
5
Wells Fargo
5
Wells Fargo
California
$40.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$40.3M 535,054 -60,101 -10%
LPL Financial
2
LPL Financial
California
$40M 530,934 -11,870 -2%
Morgan Stanley
3
Morgan Stanley
New York
$30.6M 405,897 -127,552 -24%
UBS Group
4
UBS Group
Switzerland
$29.8M 395,739 -26,486 -6%
JAWM
5
J. Arnold Wealth Management
Ohio
$17.4M 230,620 +10,290 +5%
SL
6
Savior LLC
Massachusetts
$11.1M 147,680 +664 +0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.62M 127,601 -9,992 -7%
AOG
8
Alpha Omega Group
Virginia
$7.36M 97,620 -93,108 -49%
SAM
9
Synergy Asset Management
Washington
$6.3M 83,613 +83,613 New
RJA
10
Raymond James & Associates
Florida
$6.25M 82,904 -4,426 -5%
CAG
11
Csenge Advisory Group
Florida
$5.72M 75,636 -30 -0%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.01M 66,404 -23,983 -27%
SMF
13
Sterling Manor Financial
New York
$4.82M 64,015 +64,015 New
VRM
14
Vectors Research Management
New York
$4.54M 60,261 +12,789 +27%
HC
15
HNP Capital
New York
$4.54M 60,261 +15,521 +35%
FHC
16
First Heartland Consultants
Missouri
$4.47M 59,253 -39,078 -40%
PAG
17
Private Advisor Group
New Jersey
$4.26M 56,534 -988 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.85M 51,114 +1,224 +2%
KAS
19
Kestra Advisory Services
Texas
$3.59M 47,589 -4,626 -9%
KIA
20
KCM Investment Advisors
California
$3.32M 44,000 -1,420 -3%
SWP
21
Stratos Wealth Partners
Ohio
$3.15M 41,861 -1,262 -3%
PWM
22
Purus Wealth Management
California
$3.05M 40,414 +779 +2%
KWM
23
Kingsview Wealth Management
Oregon
$3.03M 40,115 +10,323 +35%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.97M 39,398 +2,464 +7%
GIA
25
Gladstone Institutional Advisory
Florida
$2.8M 37,197 -1,051 -3%
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