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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

102 hedge funds and large institutions have $490M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
36
Reduced
27
Closed
7
Calls
$248K
Puts
–
Net Calls
+$248K
Net Calls Change
+$9K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$14.2M
2
LPL Financial
2
LPL Financial
California
$45.6M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$3.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.6M
5
JSL
5
JT Stratford LLC
Georgia
$1.41M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.42M
2
Wells Fargo
2
Wells Fargo
California
$46M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$222M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$222M 2,770 -50 -2%
Wells Fargo
2
Wells Fargo
California
$46M 575,026 -50,320 -8%
LPL Financial
3
LPL Financial
California
$45.6M 569,446 +60,713 +12%
Morgan Stanley
4
Morgan Stanley
New York
$29.6M 369,486 +35,969 +11%
NA
5
NewEdge Advisors
Louisiana
$16.8M 209,796 -3,354 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$14.2M 177,072 +177,072 New
UBS Group
7
UBS Group
Switzerland
$13.8M 173,040 +138 +0.1%
P
8
&Partners
Tennessee
$12.2M 149,090 +16,262 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.87M 98,311 -2,651 -3%
KWM
10
Kingsview Wealth Management
Oregon
$6.53M 81,655 -8,776 -10%
BEI
11
Benjamin Edwards Inc
Missouri
$5.34M 66,740 -2,981 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.09M 51,121 +10,081 +25%
Goldman Sachs
13
Goldman Sachs
New York
$4M 50,000 – –
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.72M 46,492 +36,712 +375%
PAG
15
Private Advisor Group
New Jersey
$3.57M 44,669 -624 -1%
KIA
16
KCM Investment Advisors
California
$3.07M 38,381 +688 +2%
WMP
17
Wealth Management Partners
Arizona
$2.87M 35,924 +207 +0.6%
Stifel Financial
18
Stifel Financial
Missouri
$2.71M 33,851 -5,918 -15%
AWS
19
Atria Wealth Solutions
New York
$2.34M 29,205 -1,681 -5%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$2.18M 27,251 +1,539 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.11M 26,418 +7,441 +39%
KAS
22
Kestra Advisory Services
Texas
$1.93M 24,098 +3,294 +16%
PWA
23
PCG Wealth Advisors
Kansas
$1.78M 22,311 +1,428 +7%
GRP
24
Global Retirement Partners
California
$1.77M 22,113 +2,179 +11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.66M 20,701 +2,172 +12%
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