First Trust Mid Cap Value AlphaDEX Fund (FNK) Institutional Ownership

$55.13

+0.90 (+1.66%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Options Chain Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 21
Total Institutional Inflows (last 12 months): $20.76M

Number of Institutional Sellers (last 12 months): 22
Total Institutional Outflows (last 12 months): $28.04M

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FNK Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	55,230	$2.82M	0.0%	-4.9%	1.331%
7/23/2024	Private Advisory Group LLC	20,028	$1.02M	0.1%	N/A	0.483%
7/19/2024	Raymond James & Associates	54,624	$2.79M	0.0%	-8.2%	1.316%
7/19/2024	ARS Wealth Advisors Group LLC	13,176	$673K	0.1%	-2.7%	0.317%
7/15/2024	Dynamic Advisor Solutions LLC	21,094	$1.08M	0.0%	-4.6%	0.508%
7/2/2024	GAMMA Investing LLC	1,816	$93K	0.0%	+95.1%	0.043%
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5/24/2024	Cetera Advisors LLC	9,718	$526K	0.0%	+26.9%	0.229%
5/17/2024	Jaffetilchin Investment Partners LLC	4,729	$256K	0.0%	N/A	0.111%
5/9/2024	Kingsview Wealth Management LLC	57,991	$3.14M	0.1%	+6.8%	1.414%
5/1/2024	Janney Montgomery Scott LLC	66,607	$3.61M	0.0%	-23.6%	1.567%
5/1/2024	Private Advisor Group LLC	6,744	$365K	0.0%	-22.4%	0.159%
4/29/2024	Commonwealth Equity Services LLC	36,907	$2.00M	0.0%	+4.3%	0.868%
4/29/2024	Benjamin F. Edwards & Company Inc.	56,463	$3.06M	0.1%	-6.4%	1.329%
4/25/2024	Cambridge Investment Research Advisors Inc.	58,053	$3.14M	0.0%	+1.3%	1.350%
4/19/2024	PCG Wealth Advisors LLC	4,395	$238K	0.1%	N/A	0.102%
4/16/2024	Total Investment Management Inc.	1,303,027	$70.55M	8.9%	-1.0%	30.303%
2/13/2024	Tower Research Capital LLC TRC	1,862	$95K	0.0%	-84.5%	0.040%
2/9/2024	Cambridge Investment Research Advisors Inc.	57,333	$2.92M	0.0%	-5.3%	1.233%
2/9/2024	Wells Fargo & Company MN	296,255	$15.11M	0.0%	-21.2%	6.371%
2/9/2024	Gladstone Institutional Advisory LLC	61,898	$3.16M	0.2%	-0.8%	1.331%
2/8/2024	Level Four Advisory Services LLC	6,126	$312K	0.0%	+9.6%	0.132%
2/8/2024	Kingsview Wealth Management LLC	54,286	$2.77M	0.1%	+35.7%	1.167%
2/8/2024	Janney Montgomery Scott LLC	87,154	$4.45M	0.0%	+5.4%	1.874%
2/6/2024	Private Advisor Group LLC	8,688	$443K	0.0%	+63.6%	0.187%
2/6/2024	Benjamin F. Edwards & Company Inc.	60,310	$3.08M	0.1%	-46.4%	1.297%
2/2/2024	Total Investment Management Inc.	1,316,786	$67.16M	8.5%	+0.8%	28.318%
2/1/2024	GAMMA Investing LLC	931	$46K	0.0%	N/A	0.020%
2/1/2024	Sigma Planning Corp	9,628	$491K	0.0%	-66.1%	0.207%
1/30/2024	Keel Point LLC	10,172	$519K	0.1%	-15.6%	0.219%
1/29/2024	G&S Capital LLC	21,753	$1.11M	0.5%	-6.1%	0.468%
1/24/2024	Stratos Wealth Partners LTD.	24,446	$1.25M	0.0%	-8.9%	0.526%
1/16/2024	Raymond James Financial Services Advisors Inc.	191,494	$9.77M	0.0%	N/A	4.163%
1/16/2024	Raymond James & Associates	69,349	$3.54M	0.0%	-9.7%	1.508%
1/16/2024	Wealthsource Partners LLC	19,525	$996K	0.1%	-5.8%	0.424%
1/10/2024	Sound Income Strategies LLC	1,006	$51K	0.0%	N/A	0.021%
11/14/2023	Tower Research Capital LLC TRC	11,988	$535K	0.0%	-32.1%	0.261%
11/13/2023	Stifel Financial Corp	58,022	$2.59M	0.0%	+5.6%	1.261%
11/13/2023	LPL Financial LLC	304,161	$13.57M	0.0%	-8.3%	6.612%
11/13/2023	Wealthsource Partners LLC	20,725	$925K	0.1%	N/A	0.451%
11/9/2023	UBS Group AG	107,822	$4.81M	0.0%	-25.8%	2.344%
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11/8/2023	Janney Montgomery Scott LLC	82,685	$3.69M	0.0%	+3.4%	1.798%
11/7/2023	Kingsview Wealth Management LLC	40,006	$1.79M	0.1%	-55.0%	0.870%
11/6/2023	Sigma Planning Corp	28,390	$1.27M	0.0%	+1.7%	0.617%
11/4/2023	NBC Securities Inc.	1,150	$51K	0.0%	N/A	0.025%
11/3/2023	MGO One Seven LLC	6,855	$306K	0.0%	-16.0%	0.149%
11/2/2023	TKG Advisors LLC	5,231	$233K	0.2%	-6.8%	0.109%
10/24/2023	Total Investment Management Inc.	1,306,027	$58.28M	8.3%	+9.1%	27.209%
10/24/2023	Stratos Wealth Partners LTD.	26,847	$1.20M	0.0%	+1.0%	0.559%
10/24/2023	Raymond James & Associates	76,801	$3.43M	0.0%	-46.0%	1.600%
10/24/2023	Cambridge Investment Research Advisors Inc.	60,521	$2.70M	0.0%	+2.0%	1.261%
10/23/2023	Commonwealth Equity Services LLC	32,248	$1.44M	0.0%	+13.2%	0.672%
8/11/2023	Baird Financial Group Inc.	72,213	$3.30M	0.0%	+23.2%	1.489%
8/10/2023	Private Advisor Group LLC	5,527	$253K	0.0%	-89.7%	0.114%
8/9/2023	Flow Traders U.S. LLC	15,078	$689K	0.0%	-65.8%	0.311%
8/8/2023	Prospera Financial Services Inc	9,703	$443K	0.0%	+88.0%	0.200%
8/3/2023	Dynamic Advisor Solutions LLC	22,080	$1.01M	0.1%	-6.7%	0.455%
8/2/2023	Sigma Planning Corp	27,917	$1.28M	0.0%	-55.9%	0.576%
7/31/2023	LPL Financial LLC	331,723	$15.16M	0.0%	-15.3%	6.840%
7/26/2023	G&S Capital LLC	23,362	$1.07M	0.5%	-1.1%	0.477%
7/26/2023	Janney Montgomery Scott LLC	79,942	$3.65M	0.0%	+1.6%	1.631%
7/25/2023	Raymond James & Associates	142,158	$6.50M	0.0%	-36.6%	2.901%
7/20/2023	TKG Advisors LLC	5,610	$256K	0.2%	+9.5%	0.114%
7/18/2023	ARS Wealth Advisors Group LLC	13,681	$625K	0.1%	-32.0%	0.279%
7/18/2023	Stratos Wealth Partners LTD.	26,587	$1.22M	0.0%	-1.4%	0.543%
7/13/2023	Cambridge Investment Research Advisors Inc.	59,357	$2.71M	0.0%	-12.1%	1.199%
7/12/2023	Keel Point LLC	12,019	$549K	0.1%	+4.3%	0.243%
7/10/2023	Level Four Advisory Services LLC	5,562	$254K	0.0%	N/A	0.112%
7/6/2023	Total Investment Management Inc.	1,196,711	$54.69M	7.1%	+4.1%	24.176%
5/15/2023	Flow Traders U.S. LLC	44,046	$1.92M	0.1%	N/A	0.766%
5/15/2023	Gladstone Institutional Advisory LLC	67,390	$2.94M	0.2%	N/A	1.172%
5/11/2023	Cambridge Investment Research Advisors Inc.	67,515	$2.95M	0.0%	+49.4%	1.174%
5/10/2023	Private Advisor Group LLC	53,790	$2.35M	0.0%	N/A	0.935%
5/10/2023	LPL Financial LLC	391,497	$17.10M	0.0%	+4.2%	6.809%
5/9/2023	Tower Research Capital LLC TRC	15,099	$660K	0.0%	+6.0%	0.263%
5/8/2023	Sigma Planning Corp	63,244	$2.76M	0.1%	+29.4%	1.100%
5/4/2023	Wealthcare Advisory Partners LLC	17,250	$754K	0.0%	N/A	0.295%
4/28/2023	Ameritas Advisory Services LLC	1,356	$59K	0.0%	N/A	0.023%
4/28/2023	Janney Montgomery Scott LLC	78,692	$3.44M	0.0%	+12.3%	1.345%
4/27/2023	Stratos Wealth Partners LTD.	26,967	$1.18M	0.0%	+7.9%	0.461%
4/27/2023	Benjamin F. Edwards & Company Inc.	121,004	$5.29M	0.2%	-3.9%	2.068%
4/21/2023	G&S Capital LLC	23,625	$1.03M	0.5%	-9.6%	0.400%
4/19/2023	TKG Advisors LLC	5,124	$224K	0.1%	-14.2%	0.087%
4/14/2023	AE Wealth Management LLC	217,383	$9.50M	0.1%	N/A	3.653%
4/14/2023	Raymond James & Associates	224,210	$9.80M	0.0%	+17.4%	3.768%
4/13/2023	One Plus One Wealth Management LLC	102,247	$4.47M	3.2%	+25.1%	1.718%
4/10/2023	Onyx Bridge Wealth Group LLC	44,094	$1.93M	0.8%	+391.9%	0.741%
4/6/2023	Sterling Manor Financial LLC	29,150	$1.27M	1.2%	N/A	0.486%
4/3/2023	Keel Point LLC	11,520	$503K	0.1%	+2.7%	0.222%
2/13/2023	Kingsview Wealth Management LLC	85,823	$3.69M	0.2%	+2.8%	1.650%
2/10/2023	Wealthsource Partners LLC	8,910	$383K	0.0%	+10.7%	0.171%
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2/9/2023	First Trust Advisors LP	29,652	$1.27M	0.0%	-75.1%	0.570%
2/8/2023	Raymond James Financial Services Advisors Inc.	212,876	$9.15M	0.0%	+2,537.5%	4.094%
2/8/2023	Raymond James & Associates	190,928	$8.20M	0.0%	+74.1%	3.672%
2/8/2023	UBS Group AG	138,329	$5.94M	0.0%	+18.2%	2.660%
2/8/2023	Cambridge Investment Research Advisors Inc.	45,182	$1.94M	0.0%	+3.6%	0.869%
2/7/2023	Commonwealth Equity Services LLC	27,098	$1.16M	0.0%	+179.2%	0.521%
2/7/2023	Benjamin F. Edwards & Company Inc.	125,978	$5.41M	0.2%	-24.6%	2.423%
2/7/2023	LPL Financial LLC	375,836	$16.15M	0.0%	-1.4%	7.228%
2/1/2023	CWM LLC	573	$25K	0.0%	N/A	0.011%
2/1/2023	Total Investment Management Inc.	1,143,757	$49.15M	12.0%	-0.3%	22.209%

(Data available from 1/1/2016 forward)

FNK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNK shares?: During the previous two years, 50 institutional investors and hedge funds held shares of First Trust Mid Cap Value AlphaDEX Fund. The most heavily invested institutionals were Total Investment Management Inc. ($70.55M), Wells Fargo & Company MN ($15.11M), LPL Financial LLC ($13.57M), Raymond James Financial Services Advisors Inc. ($9.77M), AE Wealth Management LLC ($9.50M), UBS Group AG ($4.81M), and One Plus One Wealth Management LLC ($4.47M).Learn more on FNK's institutional investors.
Which institutional investors have been buying First Trust Mid Cap Value AlphaDEX Fund stock?: Of the 45 institutional investors that purchased First Trust Mid Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($396.30K), Total Investment Management Inc. ($305.66K), AE Wealth Management LLC ($217.38K), Raymond James & Associates ($123.87K), Kingsview Wealth Management LLC ($104.73K), One Plus One Wealth Management LLC ($102.25K), and Gladstone Institutional Advisory LLC ($67.39K).
How much institutional buying is happening at First Trust Mid Cap Value AlphaDEX Fund?: Institutional investors have bought a total of 1,873,485 shares in the last 24 months. This purchase volume represents approximately $140.90M in transactions.

Which First Trust Mid Cap Value AlphaDEX Fund major shareholders have been selling company stock?: Of the 27 institutional investors that sold First Trust Mid Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($387.62K), Raymond James & Associates ($159.77K), Benjamin F. Edwards & Company Inc. ($102.19K), UBS Group AG ($99.18K), LPL Financial LLC ($96.45K), First Trust Advisors LP ($89.30K), and Wells Fargo & Company MN ($79.68K).
How much institutional selling is happening at First Trust Mid Cap Value AlphaDEX Fund?: Institutional investors have sold a total of 1,305,712 shares in the last 24 months. This volume of shares sold represents approximately $81.64M in transactions.