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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

94 hedge funds and large institutions have $258M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
40
Closed
6
Calls
$239K
Puts
–
Net Calls
+$239K
Net Calls Change
-$11K

Top Buyers

1
P
1
&Partners
Tennessee
$10.6M
2
BEI
2
Benjamin Edwards Inc
Missouri
$5.56M
3
NA
3
NewEdge Advisors
Louisiana
$17M
4
KWM
4
Kingsview Wealth Management
Oregon
$7.2M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.17M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$555K
3
Wells Fargo
3
Wells Fargo
California
$49.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.27M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$49.8M 625,346 -33,462 -5%
LPL Financial
2
LPL Financial
California
$40.5M 508,733 -12,857 -2%
Morgan Stanley
3
Morgan Stanley
New York
$26.6M 333,517 +7,284 +2%
NA
4
NewEdge Advisors
Louisiana
$17M 213,150 +49,894 +31%
UBS Group
5
UBS Group
Switzerland
$13.8M 172,902 -144,587 -46%
P
6
&Partners
Tennessee
$10.6M 132,828 +132,828 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.83M 110,815 -15,846 -13%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.04M 100,962 -10,325 -9%
KWM
9
Kingsview Wealth Management
Oregon
$7.2M 90,431 +46,785 +107%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.49M 81,427 +195 +0.2%
BEI
11
Benjamin Edwards Inc
Missouri
$5.56M 69,721 +69,721 New
Goldman Sachs
12
Goldman Sachs
New York
$3.98M 50,000 – –
PAG
13
Private Advisor Group
New Jersey
$3.61M 45,293 -211 -0.5%
RJA
14
Raymond James & Associates
Florida
$3.57M 44,833 -1,153 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.27M 41,040 -32,155 -44%
Stifel Financial
16
Stifel Financial
Missouri
$3.17M 39,769 +26,079 +190%
KIA
17
KCM Investment Advisors
California
$3M 37,693 -1,005 -3%
WMP
18
Wealth Management Partners
Arizona
$2.84M 35,717 -222 -0.6%
AWS
19
Atria Wealth Solutions
New York
$2.46M 30,886 -478 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.46M 30,859 +8,218 +36%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$2.05M 25,712 +2,868 +13%
PWA
22
PCG Wealth Advisors
Kansas
$1.66M 20,883 -691 -3%
KAS
23
Kestra Advisory Services
Texas
$1.66M 20,804 -11,837 -36%
GRP
24
Global Retirement Partners
California
$1.59M 19,934 -303 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.51M 18,977 -20,527 -52%
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