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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

87 hedge funds and large institutions have $238M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
27
Closed
8
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.1M
2
Wells Fargo
2
Wells Fargo
California
$40.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.94M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.72M
5
LPL Financial
5
LPL Financial
California
$38.2M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.13M
2
RJA
2
Raymond James & Associates
Florida
$846K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$537K
5
AssetMark Inc
5
AssetMark Inc
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.1M 734,790 +453,044 +161%
Wells Fargo
2
Wells Fargo
California
$40.2M 589,895 +317,707 +117%
LPL Financial
3
LPL Financial
California
$38.2M 560,308 +22,311 +4%
UBS Group
4
UBS Group
Switzerland
$21.5M 315,443 +9,317 +3%
NA
5
NewEdge Advisors
Louisiana
$10.8M 158,208 +4,714 +3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.94M 87,153 +52,803 +154%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.76M 84,504 +13,165 +18%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$5.13M 75,269 -6,948 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.13M 60,638 -62,890 -51%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.93M 57,702 +3,050 +6%
Goldman Sachs
11
Goldman Sachs
New York
$3.41M 50,000 – –
PAG
12
Private Advisor Group
New Jersey
$3.11M 45,629 +351 +0.8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.9M 42,514 +1,442 +4%
KWM
14
Kingsview Wealth Management
Oregon
$2.82M 41,364 +10,589 +34%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.72M 39,870 +25,682 +181%
KIA
16
KCM Investment Advisors
California
$2.7M 39,618 – –
WMP
17
Wealth Management Partners
Arizona
$2.52M 36,986 -659 -2%
KAS
18
Kestra Advisory Services
Texas
$1.94M 28,442 +1,136 +4%
Stifel Financial
19
Stifel Financial
Missouri
$1.89M 27,693 -3,734 -12%
AWS
20
Atria Wealth Solutions
New York
$1.75M 25,704 +811 +3%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$1.36M 19,931 +6,150 +45%
MIM
22
MTM Investment Management
South Carolina
$1.27M 18,580 – –
EH
23
Equitable Holdings
New York
$1.22M 17,919 +150 +0.8%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.2M 17,591 +608 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.15M 16,813 -5,425 -24%
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