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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

92 hedge funds and large institutions have $202M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 24 closing their positions.

Holders
92
Holders Change
-18
Holders Change %
-16.36%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
25
Reduced
38
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$1.4M
2
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.31M
3
ACA
3
Aptus Capital Advisors
Alabama
$1.31M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.22M

Top Sellers

1
GAG
1
GM Advisory Group
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$26.5M
3
SMF
3
Sterling Manor Financial
New York
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$33.5M 502,606 -79,174 -14%
Wells Fargo
2
Wells Fargo
California
$26.5M 397,378 -224,810 -36%
UBS Group
3
UBS Group
Switzerland
$24M 360,089 -44,562 -11%
Morgan Stanley
4
Morgan Stanley
New York
$20.9M 313,628 -92,216 -23%
SL
5
Savior LLC
Massachusetts
$11.1M 163,710 +7,690 +5%
AOG
6
Alpha Omega Group
Virginia
$6.38M 95,617 +457 +0.5%
PAG
7
Private Advisor Group
New Jersey
$4.67M 69,963 +3,489 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.07M 60,964 -46,557 -43%
Goldman Sachs
9
Goldman Sachs
New York
$3.41M 51,147 +19,447 +61%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.28M 49,246 +1,749 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.26M 48,886 +9,655 +25%
KWM
12
Kingsview Wealth Management
Oregon
$3.02M 45,358 +416 +0.9%
Stifel Financial
13
Stifel Financial
Missouri
$2.99M 44,891 +1,389 +3%
KIA
14
KCM Investment Advisors
California
$2.83M 42,443 – –
VRM
15
Vectors Research Management
New York
$2.74M 41,090 -32,137 -44%
HC
16
HNP Capital
New York
$2.7M 40,537 -31,757 -44%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$2.46M 36,915 -71,181 -66%
KAS
18
Kestra Advisory Services
Texas
$2.45M 36,755 -8,314 -18%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.22M 32,800 +8,217 +33%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.99M 29,768 +15,107 +103%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.79M 26,848 +1,442 +6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.68M 25,172 +15,560 +162%
PWM
23
Purus Wealth Management
California
$1.66M 24,952 -15 -0.1%
RJA
24
Raymond James & Associates
Florida
$1.5M 22,418 -58,775 -72%
AWS
25
Atria Wealth Solutions
New York
$1.4M 21,053 +21,053 New
1
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