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First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

98 hedge funds and large institutions have $274M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.79M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.65M
3
First Trust Advisors
First Trust Advisors
Illinois
+$4.79M
4
LPL Financial
LPL Financial
California
+$3.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.13M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$222M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.23M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.41M
5
GSC
G&S Capital
Colorado
-$947K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$48.8M +$5.79M +77,290 +13%
LPL Financial
2
LPL Financial
California
$46.4M +$3.8M +50,774 +9%
Morgan Stanley
3
Morgan Stanley
New York
$26.3M -$1.41M -18,815 -5%
NA
4
NewEdge Advisors
Louisiana
$15.5M -$216K -2,878 -1%
UBS Group
5
UBS Group
Switzerland
$14M +$1.07M +14,284 +8%
P
6
&Partners
Tennessee
$11.1M +$10K +135 +0.1%
Raymond James Financial
7
Raymond James Financial
Florida
$10.2M -$3.04M -40,549 -23%
BEI
8
Benjamin Edwards Inc
Missouri
$6.72M +$1.73M +23,044 +35%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.65M +$5.65M +75,470 +565%
KWM
10
Kingsview Wealth Management
Oregon
$5.39M -$728K -9,721 -12%
First Trust Advisors
11
First Trust Advisors
Illinois
$4.79M +$4.79M +64,021 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.32M +$493K +6,589 +13%
Goldman Sachs
13
Goldman Sachs
New York
$3.95M +$209K +2,795 +6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.78M +$298K +3,976 +9%
PAG
15
Private Advisor Group
New Jersey
$3.45M +$100K +1,341 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.26M +$1.28M +17,088 +65%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.14M -$4.23M -56,436 -57%
Citadel Advisors
18
Citadel Advisors
Florida
$3.13M +$3.13M +41,738 New
KIA
19
KCM Investment Advisors
California
$2.91M +$34.4K +460 +1%
WMP
20
Wealth Management Partners
Arizona
$2.72M +$32.1K +429 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$917K +12,243 +61%
AWS
22
Atria Wealth Solutions
New York
$2.26M +$78K +1,042 +4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$17.5K +234 +0.9%
Stifel Financial
24
Stifel Financial
Missouri
$2.01M -$527K -7,040 -21%
KAS
25
Kestra Advisory Services
Texas
$1.96M +$151K +2,011 +8%
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