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First Trust Mid Cap Growth AlphaDEX Fund

100 hedge funds and large institutions have $279M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $275M → $279M (+$4.39M)

0.99% more ownership

Funds ownership: 73.39%74.38% (+0.99%)

0% more funds holding

Funds holding: 100100 (0)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
27
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$55.1M +$3.73M +48,532 +8%
Wells Fargo
2
Wells Fargo
California
$37.9M -$14.8M -192,719 -30%
Morgan Stanley
3
Morgan Stanley
New York
$32.4M +$3.28M +42,704 +12%
NA
4
NewEdge Advisors
Louisiana
$16.2M -$762K -9,927 -5%
P
5
&Partners
Tennessee
$12.7M +$369K +4,808 +3%
UBS Group
6
UBS Group
Switzerland
$12.4M -$2.84M -36,980 -20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.68M +$2.19M +28,568 +32%
Raymond James Financial
8
Raymond James Financial
Florida
$7.89M -$3.13M -40,817 -30%
KWM
9
Kingsview Wealth Management
Oregon
$5.83M -$90.8K -1,182 -2%
BEI
10
Benjamin Edwards Inc
Missouri
$5.27M -$1.99M -25,868 -29%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.15M +$368K +4,796 +8%
First Trust Advisors
12
First Trust Advisors
Illinois
$5.04M -$222K -2,894 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$4.15M -$12.7K -166 -0.3%
Goldman Sachs
14
Goldman Sachs
New York
$4.12M -$215K -2,795 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.58M +$116K +1,509 +4%
PAG
16
Private Advisor Group
New Jersey
$3.3M -$459K -5,977 -13%
KIA
17
KCM Investment Advisors
California
$3.21M +$7.68K +100 +0.3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.03M +$329K +4,282 +13%
WMP
19
Wealth Management Partners
Arizona
$2.99M -$22.3K -291 -0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.79M -$739K -9,622 -22%
KAS
21
Kestra Advisory Services
Texas
$2.4M +$229K +2,977 +11%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$2.27M -$27K -352 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.12M +$381K +4,955 +24%
GRP
24
Global Retirement Partners
California
$1.78M +$1.66M +21,581 New
EH
25
Equitable Holdings
New York
$1.72M +$165K +2,151 +11%

FNY Hedge Fund Activity: Q2 2025 in Review

100 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q2 2025, worth a combined $279M — up 1.6% from $275M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FNY positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.73M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 100 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $279M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 9 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q2 2025 and 8 closed out, a net change of +1 holder.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q2 2025 was LPL Financial, an estimated $3.73M added.
  • The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q2 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.