FNY icon

First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

94 hedge funds and large institutions have $239M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
31
Closed
4
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$7K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$48.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.98M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.19M
4
SWP
4
Stratos Wealth Partners
Ohio
$4.01M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.32M

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$1.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$24M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.67M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.01M
5
BBA
5
Braun-Bostich & Associates
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$48.5M 658,808 +70,229 +12%
LPL Financial
2
LPL Financial
California
$38.4M 521,590 +40,280 +8%
Morgan Stanley
3
Morgan Stanley
New York
$24M 326,233 -32,422 -9%
UBS Group
4
UBS Group
Switzerland
$23.4M 317,489 -1,081 -0.3%
NA
5
NewEdge Advisors
Louisiana
$12M 163,256 +174 +0.1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.32M 126,661 +47,318 +60%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.19M 111,287 +56,393 +103%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.98M 81,232 +68,003 +514%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.39M 73,195 +1,639 +2%
SWP
10
Stratos Wealth Partners
Ohio
$4.01M 54,453 +47,448 +677%
Goldman Sachs
11
Goldman Sachs
New York
$3.68M 50,000 – –
RJA
12
Raymond James & Associates
Florida
$3.38M 45,986 +32,782 +248%
PAG
13
Private Advisor Group
New Jersey
$3.35M 45,504 -131 -0.3%
KWM
14
Kingsview Wealth Management
Oregon
$3.21M 43,646 -285 -0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.91M 39,504 -321 -0.8%
KIA
16
KCM Investment Advisors
California
$2.85M 38,698 +80 +0.2%
WMP
17
Wealth Management Partners
Arizona
$2.64M 35,939 +82 +0.2%
KAS
18
Kestra Advisory Services
Texas
$2.4M 32,641 +197 +0.6%
AWS
19
Atria Wealth Solutions
New York
$2.31M 31,364 -2,123 -6%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$1.92M 26,077 -40,801 -61%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$1.68M 22,844 -434 -2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.67M 22,641 -24,265 -52%
PWA
23
PCG Wealth Advisors
Kansas
$1.59M 21,574 -6,125 -22%
GRP
24
Global Retirement Partners
California
$1.49M 20,237 +11,974 +145%
EH
25
Equitable Holdings
New York
$1.35M 18,288 -200 -1%
1
2 3 4 5