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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

81 hedge funds and large institutions have $167M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 37 reducing their positions, and 1 closing their positions.

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
18
Reduced
37
Closed
1
Calls
$233K
Puts
–
Net Calls
+$233K
Net Calls Change
+$233K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$9.94M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.93M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$5.66M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.25M
5
Citadel Advisors
5
Citadel Advisors
Florida
$732K

Top Sellers

1
SL
1
Savior LLC
Massachusetts
$802K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$546K
3
Morgan Stanley
3
Morgan Stanley
New York
$16.7M
4
PWM
4
Purus Wealth Management
California
$661K
5
LPL Financial
5
LPL Financial
California
$33M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$33M 509,770 -6,849 -1%
UBS Group
2
UBS Group
Switzerland
$19.9M 307,411 -5,528 -2%
Morgan Stanley
3
Morgan Stanley
New York
$16.7M 257,994 -34,562 -12%
Wells Fargo
4
Wells Fargo
California
$16.2M 249,352 +3,790 +2%
NA
5
NewEdge Advisors
Louisiana
$9.94M 153,461 +153,461 New
BFEC
6
Benjamin F. Edwards & Company
Missouri
$5.66M 87,306 +21,783 +33%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.64M 71,566 +702 +1%
KWM
8
Kingsview Wealth Management
Oregon
$4.34M 66,989 -673 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.25M 65,511 +12,341 +23%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.45M 53,329 -61 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$3.24M 50,000 – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.93M 45,192 +37,133 +461%
PAG
13
Private Advisor Group
New Jersey
$2.8M 43,198 -6,826 -14%
RJA
14
Raymond James & Associates
Florida
$2.78M 42,922 -3,513 -8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.68M 41,383 -1,114 -3%
KIA
16
KCM Investment Advisors
California
$2.57M 39,618 -1,200 -3%
Stifel Financial
17
Stifel Financial
Missouri
$2.2M 34,015 +4,834 +17%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.96M 30,226 +1,856 +7%
KAS
19
Kestra Advisory Services
Texas
$1.7M 26,237 -1,762 -6%
AWS
20
Atria Wealth Solutions
New York
$1.55M 23,902 +705 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.43M 22,084 +229 +1%
MIM
22
MTM Investment Management
South Carolina
$1.2M 18,580 – –
EH
23
Equitable Holdings
New York
$1.1M 16,943 +1,526 +10%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.08M 16,703 +708 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.07M 16,568 -6,430 -28%
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