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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

82 hedge funds and large institutions have $147M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
26
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.6M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.44M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$3.47M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.97M
5
MCC
5
Money Concepts Capital
Florida
$669K

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$68.1K
2
AOG
2
Alpha Omega Group
Virginia
$346K
3
Wells Fargo
3
Wells Fargo
California
$15.3M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$29.6M 525,375 +69,730 +15%
UBS Group
2
UBS Group
Switzerland
$17.9M 317,684 -1,892 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$16M 283,435 -15,346 -5%
Wells Fargo
4
Wells Fargo
California
$15.3M 271,195 -69,905 -20%
SL
5
Savior LLC
Massachusetts
$9.45M 167,555 -316 -0.2%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.15M 73,542 +5,242 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.11M 72,851 +11,219 +18%
KWM
8
Kingsview Wealth Management
Oregon
$3.64M 64,517 +2,065 +3%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$3.47M 61,542 +30,554 +99%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.08M 54,584 +1,300 +2%
Goldman Sachs
11
Goldman Sachs
New York
$2.82M 50,000 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.49M 44,201 -3,061 -6%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.44M 43,208 +33,184 +331%
Citadel Advisors
14
Citadel Advisors
Florida
$2.38M 42,149 +9,496 +29%
KIA
15
KCM Investment Advisors
California
$2.3M 40,818 +225 +0.6%
Stifel Financial
16
Stifel Financial
Missouri
$2.16M 38,385 +735 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.97M 34,882 +20,740 +147%
KAS
18
Kestra Advisory Services
Texas
$1.69M 30,034 -7,321 -20%
PWM
19
Purus Wealth Management
California
$1.37M 24,263 -302 -1%
AWS
20
Atria Wealth Solutions
New York
$1.09M 19,297 +202 +1%
MIM
21
MTM Investment Management
South Carolina
$1.05M 18,630 -856 -4%
RJA
22
Raymond James & Associates
Florida
$888K 15,742 -1,589 -9%
EH
23
Equitable Holdings
New York
$878K 15,574 -158 -1%
AWAG
24
ARS Wealth Advisors Group
Florida
$876K 15,537 -333 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$693K 12,287 -622 -5%
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