We are live on ! Find out more
FNY icon

First Trust Mid Cap Growth AlphaDEX Fund

100 hedge funds and large institutions have $275M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

1.22% more ownership

Funds ownership: 72.16%73.39% (+1.2%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

2% less funds holding

Funds holding: 102100 (-2)

44% less capital invested

Capital invested by funds: $490M → $275M (-$215M)

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
38
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$48.8M +$6.21M +77,290 +13%
LPL Financial
2
LPL Financial
California
$46.4M +$4.08M +50,774 +9%
Morgan Stanley
3
Morgan Stanley
New York
$26.3M -$1.51M -18,815 -5%
NA
4
NewEdge Advisors
Louisiana
$15.5M -$231K -2,878 -1%
UBS Group
5
UBS Group
Switzerland
$14M +$1.15M +14,284 +8%
P
6
&Partners
Tennessee
$11.1M +$10.9K +135 +0.1%
Raymond James Financial
7
Raymond James Financial
Florida
$10.2M -$3.26M -40,549 -23%
BEI
8
Benjamin Edwards Inc
Missouri
$6.72M +$1.85M +23,044 +35%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.65M +$6.07M +75,470 +565%
KWM
10
Kingsview Wealth Management
Oregon
$5.39M -$782K -9,721 -12%
First Trust Advisors
11
First Trust Advisors
Illinois
$4.79M +$5.15M +64,021 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.32M +$530K +6,589 +13%
Goldman Sachs
13
Goldman Sachs
New York
$3.95M +$225K +2,795 +6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.78M +$320K +3,976 +9%
PAG
15
Private Advisor Group
New Jersey
$3.45M +$108K +1,341 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.26M +$1.37M +17,088 +65%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.14M -$4.54M -56,436 -57%
Citadel Advisors
18
Citadel Advisors
Florida
$3.13M +$3.36M +41,738 New
KIA
19
KCM Investment Advisors
California
$2.91M +$37K +460 +1%
WMP
20
Wealth Management Partners
Arizona
$2.72M +$34.5K +429 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$984K +12,243 +61%
AWS
22
Atria Wealth Solutions
New York
$2.26M +$83.8K +1,042 +4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$18.8K +234 +0.9%
Stifel Financial
24
Stifel Financial
Missouri
$2.01M -$566K -7,040 -21%
KAS
25
Kestra Advisory Services
Texas
$1.96M +$162K +2,011 +8%

FNY Hedge Fund Activity: Q1 2025 in Review

100 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q1 2025, worth a combined $275M — down 44% from $490M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FNY positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.21M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $222M sold.

  • 100 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q1 2025, down from 102 in Q4 2024.
  • Funds reported $275M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q1 2025, down 44% quarter-over-quarter.
  • 15 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q1 2025 and 14 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q1 2025 was Wells Fargo, an estimated $6.21M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q1 2025 was Koshinski Asset Management, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2025.