FNY icon

First Trust Mid Cap Growth AlphaDEX Fund
FNY

Overview Fund Activity

98 hedge funds and large institutions have $278M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$55.1M
2
Morgan Stanley
Morgan Stanley
New York
$32.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.68M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.38M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.12M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$37.9M
2
Raymond James Financial
Raymond James Financial
Florida
$7.89M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
UBS Group
UBS Group
Switzerland
$12.4M
5
BEI
Benjamin Edwards Inc
Missouri
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$55.1M +$4M +48,532 +8%
Wells Fargo
2
Wells Fargo
California
$37.9M -$15.9M -192,719 -30%
Morgan Stanley
3
Morgan Stanley
New York
$32.4M +$3.52M +42,704 +12%
NA
4
NewEdge Advisors
Louisiana
$16.2M -$818K -9,927 -5%
P
5
&Partners
Tennessee
$12.7M +$396K +4,808 +3%
UBS Group
6
UBS Group
Switzerland
$12.4M -$3.05M -36,980 -20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.68M +$2.36M +28,568 +32%
Raymond James Financial
8
Raymond James Financial
Florida
$7.89M -$3.36M -40,817 -30%
KWM
9
Kingsview Wealth Management
Oregon
$5.83M -$97.4K -1,182 -2%
BEI
10
Benjamin Edwards Inc
Missouri
$5.27M -$2.13M -25,868 -29%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.15M +$395K +4,796 +8%
First Trust Advisors
12
First Trust Advisors
Illinois
$5.04M -$239K -2,894 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$4.15M -$13.7K -166 -0.3%
Goldman Sachs
14
Goldman Sachs
New York
$4.12M -$230K -2,795 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.33M -$27.5K -342 -0.8%
PAG
16
Private Advisor Group
New Jersey
$3.3M -$493K -5,977 -13%
KIA
17
KCM Investment Advisors
California
$3.21M +$8.24K +100 +0.3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.03M +$353K +4,282 +13%
WMP
19
Wealth Management Partners
Arizona
$2.99M -$24.1K -291 -0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.79M -$793K -9,622 -22%
KAS
21
Kestra Advisory Services
Texas
$2.4M +$245K +2,977 +11%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$2.27M -$29.4K -352 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.12M +$408K +4,955 +24%
GRP
24
Global Retirement Partners
California
$1.78M +$1.78M +21,581 New
EH
25
Equitable Holdings
New York
$1.72M +$177K +2,151 +11%
1
2 3 4 5