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First Trust Mid Cap Growth AlphaDEX Fund (FNY) Institutional Ownership

First Trust Mid Cap Growth AlphaDEX Fund logo
$85.13 +1.55 (+1.85%)
As of 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Mid Cap Growth AlphaDEX Fund (NASDAQ:FNY)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$65.14M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$7.87M
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FNY Institutional Buying and Selling by Quarter

First Trust Mid Cap Growth AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025PCG Wealth Advisors LLC22,311$1.79M0.7%+6.8%0.475%
1/21/2025Black Point Wealth Management9,231$738K0.9%-2.1%0.196%
1/17/2025 Janney Montgomery Scott LLC46,492$3.72M0.0%+375.4%0.989%
1/16/2025 Purus Wealth Management LLC7,411$593K0.2%-21.0%0.158%
1/16/2025 Wealth Management Partners LLC35,924$2.87M1.2%+0.6%0.764%
1/14/2025 ARS Wealth Advisors Group LLC8,096$648K0.1%-14.0%0.172%
1/14/2025 Clarus Wealth Advisors9,060$727K0.4%-2.1%0.193%
11/25/2024Sanctuary Advisors LLC2,725$238K0.0%-42.3%0.061%
11/18/2024Arete Wealth Advisors LLC2,650$210K0.0%N/A0.060%
11/15/2024MML Investors Services LLC8,641$688K0.0%-24.2%0.194%
11/15/2024Jane Street Group LLC4,783$381K0.0%N/A0.107%
11/15/2024Stifel Financial Corp39,769$3.17M0.0%+190.5%0.894%
11/15/2024Benjamin Edwards Inc.69,721$5.56M0.1%N/A1.567%
11/12/2024Kingsview Wealth Management LLC90,431$7.20M0.2%+107.2%2.032%
11/12/2024Great Valley Advisor Group Inc.8,474$675K0.0%-2.4%0.190%
11/6/2024KCM Investment Advisors LLC37,693$3.00M0.1%-2.6%0.847%
11/5/2024Ashton Thomas Private Wealth LLC2,989$238K0.0%-4.6%0.067%
11/5/2024Harbour Investments Inc.2,831$225K0.0%-10.5%0.064%
11/5/2024Nations Financial Group Inc. IA ADV3,054$243K0.0%N/A0.069%
10/29/2024 Janney Montgomery Scott LLC9,780$779K0.0%-12.1%0.220%
10/25/2024Gateway Wealth Partners LLC3,352$267K0.1%+4.4%0.075%
10/24/2024 Wealth Enhancement Advisory Services LLC25,712$2.05M0.0%+12.6%0.578%
10/22/2024Private Advisor Group LLC45,293$3.61M0.0%-0.5%1.018%
10/21/2024Venture Visionary Partners LLC2,800$223K0.0%-6.7%0.063%
10/19/2024Black Point Wealth Management9,427$751K0.9%-1.4%0.212%
10/18/2024Raymond James & Associates44,833$3.57M0.0%-2.5%1.007%
10/16/2024Global Retirement Partners LLC19,934$1.59M0.0%-1.5%0.448%
10/10/2024 Koshinski Asset Management Inc.2,820$225K0.0%-24.2%0.048%
10/8/2024CWM LLC2,144$171K0.0%-31.8%0.047%
9/5/2024Sanctuary Advisors LLC4,724$338K0.0%N/A0.105%
8/22/2024Cetera Investment Advisers73,195$5.39M0.0%+2.3%1.627%
8/16/2024Gateway Wealth Partners LLC3,210$236K0.1%N/A0.071%
8/16/2024NewEdge Advisors LLC163,256$12.01M0.1%+0.1%3.628%
8/13/2024Benjamin F. Edwards & Company Inc.26,077$1.92M0.0%-61.0%0.579%
8/8/2024Zions Bancorporation N.A.1,800$132K0.0%N/A0.040%
8/8/2024LPL Financial LLC521,590$38.38M0.0%+8.4%11.591%
7/31/2024Commonwealth Equity Services LLC39,504$2.91M0.0%-0.8%0.878%
7/31/2024Concurrent Investment Advisors LLC5,670$417K0.0%N/A0.126%
7/30/2024WMG Financial Advisors LLC4,183$308K0.2%-6.1%0.093%
7/26/2024Harbour Investments Inc.3,162$233K0.0%-14.0%0.070%
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7/26/2024Cambridge Investment Research Advisors Inc.81,232$5.98M0.0%+514.0%1.805%
7/22/2024Atria Wealth Solutions Inc.31,364$2.31M0.0%-6.3%0.697%
7/19/2024Raymond James & Associates45,986$3.38M0.0%+248.3%1.022%
7/16/2024 Wealth Enhancement Advisory Services LLC22,844$1.68M0.0%-1.9%0.508%
7/16/2024PCG Wealth Advisors LLC21,574$1.59M0.7%-22.1%0.479%
7/11/2024 Clarus Wealth Advisors9,167$671K0.4%+1.8%0.204%
7/10/2024 Dominguez Wealth Management Solutions Inc.7,940$584K0.4%-4.7%0.176%
5/24/2024Cetera Advisors LLC44,098$3.33M0.0%N/A0.969%
5/24/2024Cetera Investment Advisers71,556$5.41M0.0%+24.0%1.573%
5/17/2024Jaffetilchin Investment Partners LLC4,605$348K0.0%N/A0.101%
5/17/2024Comerica Bank10,150$767K0.0%-4.2%0.223%
5/17/2024Clear Point Advisors Inc.5,190$392K0.3%-2.6%0.114%
5/9/2024Kingsview Wealth Management LLC43,931$3.32M0.1%+6.2%0.966%
5/9/2024 Koshinski Asset Management Inc.3,400$257K0.0%-50.7%0.075%
5/8/2024Avantax Advisory Services Inc.3,122$236K0.0%-7.7%0.069%
5/7/2024KCM Investment Advisors LLC38,618$2.92M0.1%-2.5%0.849%
5/1/2024 Janney Montgomery Scott LLC10,811$817K0.0%+1.4%0.238%
4/29/2024Commonwealth Equity Services LLC39,825$3.01M0.0%-6.3%0.875%
4/29/2024Benjamin F. Edwards & Company Inc.66,878$5.06M0.1%-11.1%1.470%
4/25/2024MTM Investment Management LLC18,130$1.37M0.6%-2.4%0.403%
4/23/2024Raymond James Financial Services Advisors Inc.79,343$6.00M0.0%-6.1%1.763%
4/19/2024PCG Wealth Advisors LLC27,699$2.09M1.0%N/A0.616%
4/16/2024 Wealth Enhancement Advisory Services LLC23,278$1.76M0.0%+16.8%0.517%
4/12/2024 Wealth Management Partners LLC35,857$2.71M1.4%-3.1%0.797%
4/12/2024 Purus Wealth Management LLC9,739$736K0.4%-2.4%0.216%
4/11/2024 Clarus Wealth Advisors9,002$658K0.4%-13.5%0.200%
4/9/2024 Monterey Private Wealth Inc.2,903$219K0.1%N/A0.067%
2/12/2024Pine Valley Investments Ltd Liability Co3,839$262K0.0%+9.3%0.086%
2/9/2024Cambridge Investment Research Advisors Inc.87,153$5.94M0.0%+153.7%1.958%
2/9/2024Wells Fargo & Company MN589,895$40.18M0.0%+116.7%13.256%
2/9/2024UBS Group AG315,443$21.49M0.0%+3.0%7.089%
2/8/2024Financial Advocates Investment Management3,314$226K0.0%-4.9%0.074%
2/8/2024Kingsview Wealth Management LLC41,364$2.82M0.1%+34.4%0.930%
2/8/2024 Janney Montgomery Scott LLC10,661$726K0.0%+14.7%0.240%
2/7/2024Avantax Advisory Services Inc.3,382$230K0.0%N/A0.076%
2/6/2024Private Advisor Group LLC45,629$3.11M0.0%+0.8%1.025%
2/6/2024 ARS Wealth Advisors Group LLC9,409$641K0.1%-9.7%0.211%
2/6/2024Benjamin F. Edwards & Company Inc.75,269$5.13M0.1%-8.5%1.691%
2/2/2024Atria Wealth Solutions Inc.25,704$1.75M0.0%+3.3%0.578%
2/1/2024Element Wealth LLC6,212$423K0.3%-4.7%0.140%
2/1/2024Sigma Planning Corp3,537$241K0.0%-45.1%0.079%
1/29/2024 Koshinski Asset Management Inc.6,890$469K0.1%N/A0.155%
1/29/2024 Braun Bostich & Associates Inc.14,934$1.02M0.9%N/A0.336%
1/25/2024 International Assets Investment Management LLC13,624$928K0.0%-11.8%0.306%
1/25/2024 RiverTree Advisors LLC15,631$1.07M0.7%N/A0.351%
1/24/2024Venture Visionary Partners LLC3,000$204K0.0%N/A0.067%
1/24/2024 International Assets Investment Management LLC13,624$928K0.0%-11.8%0.306%
1/22/2024 Clarus Wealth Advisors10,410$690K0.4%N/A0.231%
1/18/2024Global Retirement Partners LLC8,298$548K0.0%+687.3%0.184%
1/17/2024Keystone Wealth Services LLC4,198$286K0.1%-4.5%0.093%
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1/16/2024Raymond James Financial Services Advisors Inc.84,504$5.76M0.0%+18.5%1.878%
1/16/2024Raymond James & Associates12,415$846K0.0%-73.3%0.276%
1/12/2024 Mutual Advisors LLC3,997$272K0.0%-19.3%0.090%
1/10/2024 Wealth Management Partners LLC36,986$2.52M1.4%-1.8%0.831%
1/9/2024 Purus Wealth Management LLC9,977$680K0.4%-2.3%0.224%
11/13/2023Stifel Financial Corp31,427$1.91M0.0%-7.6%0.676%
11/13/2023LPL Financial LLC537,997$32.66M0.0%+5.5%11.570%
11/13/2023Kestra Advisory Services LLC27,306$1.66M0.0%+4.1%0.587%
11/13/2023PNC Financial Services Group Inc.482$29K0.0%-42.9%0.010%
11/9/2023UBS Group AG306,126$18.58M0.0%-0.4%6.583%
(Data available from 1/1/2016 forward)

FNY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNY shares?

During the previous two years, 83 institutional investors and hedge funds held shares of First Trust Mid Cap Growth AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($40.18M), LPL Financial LLC ($38.38M), UBS Group AG ($21.49M), NewEdge Advisors LLC ($12.01M), Kingsview Wealth Management LLC ($7.20M), Raymond James Financial Services Advisors Inc. ($6.00M), and Cambridge Investment Research Advisors Inc. ($5.98M).Learn more on FNY's institutional investors.

Which institutional investors have been buying First Trust Mid Cap Growth AlphaDEX Fund stock?

Of the 54 institutional investors that purchased First Trust Mid Cap Growth AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($317.71K), Cambridge Investment Research Advisors Inc. ($157.94K), LPL Financial LLC ($138.24K), Benjamin Edwards Inc. ($69.72K), Raymond James & Associates ($67.13K), Kingsview Wealth Management LLC ($62.01K), and Private Advisor Group LLC ($52.46K).

How much institutional buying is happening at First Trust Mid Cap Growth AlphaDEX Fund?

Institutional investors have bought a total of 1,319,324 shares in the last 24 months. This purchase volume represents approximately $103.39M in transactions.

Which First Trust Mid Cap Growth AlphaDEX Fund major shareholders have been selling company stock?

Of the 58 institutional investors that sold First Trust Mid Cap Growth AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Savior LLC ($165.75K), J Arnold Wealth Management Co ($162.52K), Alpha Omega Group Inc. ($92.67K), Benjamin F. Edwards & Company Inc. ($56.14K), Raymond James & Associates ($40.41K), Kingsview Wealth Management LLC ($36.21K), and Purus Wealth Management LLC ($16.63K).

How much institutional selling is happening at First Trust Mid Cap Growth AlphaDEX Fund?

Institutional investors have sold a total of 700,910 shares in the last 24 months. This volume of shares sold represents approximately $60.48M in transactions.


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This page (NASDAQ:FNY) was last updated on 1/21/2025 by MarketBeat.com Staff
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