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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

93 hedge funds and large institutions have $154M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 52 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
15
Reduced
52
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$3.56M
2
AWAG
ARS Wealth Advisors Group
Florida
$1.02M
3
Citadel Advisors
Citadel Advisors
Florida
$1.94M
4
KWM
Kingsview Wealth Management
Oregon
$3.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.14M

Top Sellers

1
LPL Financial
LPL Financial
California
$24.9M
2
UBS Group
UBS Group
Switzerland
$17.3M
3
Wells Fargo
Wells Fargo
California
$20.2M
4
Morgan Stanley
Morgan Stanley
New York
$15.8M
5
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$24.9M -$2.6M -47,554 -9%
Wells Fargo
2
Wells Fargo
California
$20.2M -$1.48M -27,087 -7%
UBS Group
3
UBS Group
Switzerland
$17.3M -$2.36M -43,146 -12%
Morgan Stanley
4
Morgan Stanley
New York
$15.8M -$1.33M -24,383 -8%
SL
5
Savior LLC
Massachusetts
$9.14M +$188K +3,436 +2%
AOG
6
Alpha Omega Group
Virginia
$5.44M +$210K +3,845 +4%
PAG
7
Private Advisor Group
New Jersey
$4.05M +$223K +4,080 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.56M +$1.77M +32,281 +98%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.31M -$22.8K -418 -0.7%
KWM
10
Kingsview Wealth Management
Oregon
$3.09M +$612K +11,195 +25%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.99M +$293K +5,361 +11%
Goldman Sachs
12
Goldman Sachs
New York
$2.73M -$62.7K -1,147 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.64M -$34K -622 -1%
KIA
14
KCM Investment Advisors
California
$2.25M -$71.1K -1,300 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.14M +$508K +9,284 +31%
Stifel Financial
16
Stifel Financial
Missouri
$2.09M -$367K -6,715 -15%
Citadel Advisors
17
Citadel Advisors
Florida
$1.94M +$940K +17,200 +94%
KAS
18
Kestra Advisory Services
Texas
$1.91M -$98.9K -1,810 -5%
VRM
19
Vectors Research Management
New York
$1.89M -$356K -6,513 -16%
HC
20
HNP Capital
New York
$1.86M -$356K -6,520 -16%
PWM
21
Purus Wealth Management
California
$1.34M -$19.8K -363 -1%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$1.33M -$692K -12,656 -34%
MIM
23
MTM Investment Management
South Carolina
$1.08M – – –
AWS
24
Atria Wealth Solutions
New York
$1.06M -$95.6K -1,750 -8%
AWAG
25
ARS Wealth Advisors Group
Florida
$1.02M +$1.02M +18,601 New
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