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

$76.10

+1.28 (+1.71%)

(As of 07/26/2024 ET)

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

Number of Institutional Buyers (last 12 months): 32
Total Institutional Inflows (last 12 months): $55.03M

Number of Institutional Sellers (last 12 months): 40
Total Institutional Outflows (last 12 months): $11.47M

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FNY Institutional Buying and Selling by Quarter

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First Trust Mid Cap Growth 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	Harbour Investments Inc.	3,162	$233K	0.0%	-14.0%	0.070%
7/26/2024	Cambridge Investment Research Advisors Inc.	81,232	$5.98M	0.0%	+514.0%	1.805%
7/22/2024	Atria Wealth Solutions Inc.	31,364	$2.31M	0.0%	-6.3%	0.697%
7/19/2024	Raymond James & Associates	45,986	$3.38M	0.0%	+248.3%	1.022%
7/16/2024	Wealth Enhancement Advisory Services LLC	22,844	$1.68M	0.0%	-1.9%	0.508%
7/16/2024	PCG Wealth Advisors LLC	21,574	$1.59M	0.7%	-22.1%	0.479%
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7/11/2024	Clarus Wealth Advisors	9,167	$671K	0.4%	+1.8%	0.204%
7/10/2024	Dominguez Wealth Management Solutions Inc.	7,940	$584K	0.4%	-4.7%	0.176%
5/24/2024	Cetera Advisors LLC	44,098	$3.33M	0.0%	N/A	0.969%
5/24/2024	Cetera Investment Advisers	71,556	$5.41M	0.0%	+24.0%	1.573%
5/17/2024	Jaffetilchin Investment Partners LLC	4,605	$348K	0.0%	N/A	0.101%
5/17/2024	Comerica Bank	10,150	$767K	0.0%	-4.2%	0.223%
5/17/2024	Clear Point Advisors Inc.	5,190	$392K	0.3%	-2.6%	0.114%
5/9/2024	Kingsview Wealth Management LLC	43,931	$3.32M	0.1%	+6.2%	0.966%
5/9/2024	Koshinski Asset Management Inc.	3,400	$257K	0.0%	-50.7%	0.075%
5/8/2024	Avantax Advisory Services Inc.	3,122	$236K	0.0%	-7.7%	0.069%
5/7/2024	KCM Investment Advisors LLC	38,618	$2.92M	0.1%	-2.5%	0.849%
5/1/2024	Janney Montgomery Scott LLC	10,811	$817K	0.0%	+1.4%	0.238%
4/29/2024	Commonwealth Equity Services LLC	39,825	$3.01M	0.0%	-6.3%	0.875%
4/29/2024	Benjamin F. Edwards & Company Inc.	66,878	$5.06M	0.1%	-11.1%	1.470%
4/25/2024	MTM Investment Management LLC	18,130	$1.37M	0.6%	-2.4%	0.403%
4/23/2024	Raymond James Financial Services Advisors Inc.	79,343	$6.00M	0.0%	-6.1%	1.763%
4/19/2024	PCG Wealth Advisors LLC	27,699	$2.09M	1.0%	N/A	0.616%
4/16/2024	Wealth Enhancement Advisory Services LLC	23,278	$1.76M	0.0%	+16.8%	0.517%
4/12/2024	Wealth Management Partners LLC	35,857	$2.71M	1.4%	-3.1%	0.797%
4/12/2024	Purus Wealth Management LLC	9,739	$736K	0.4%	-2.4%	0.216%
4/11/2024	Clarus Wealth Advisors	9,002	$658K	0.4%	-13.5%	0.200%
4/9/2024	Monterey Private Wealth Inc.	2,903	$219K	0.1%	N/A	0.067%
2/12/2024	Pine Valley Investments Ltd Liability Co	3,839	$262K	0.0%	+9.3%	0.086%
2/9/2024	Cambridge Investment Research Advisors Inc.	87,153	$5.94M	0.0%	+153.7%	1.958%
2/9/2024	Wells Fargo & Company MN	589,895	$40.18M	0.0%	+116.7%	13.256%
2/9/2024	UBS Group AG	315,443	$21.49M	0.0%	+3.0%	7.089%
2/8/2024	Financial Advocates Investment Management	3,314	$226K	0.0%	-4.9%	0.074%
2/8/2024	Kingsview Wealth Management LLC	41,364	$2.82M	0.1%	+34.4%	0.930%
2/8/2024	Janney Montgomery Scott LLC	10,661	$726K	0.0%	+14.7%	0.240%
2/7/2024	Avantax Advisory Services Inc.	3,382	$230K	0.0%	N/A	0.076%
2/6/2024	Private Advisor Group LLC	45,629	$3.11M	0.0%	+0.8%	1.025%
2/6/2024	ARS Wealth Advisors Group LLC	9,409	$641K	0.1%	-9.7%	0.211%
2/6/2024	Benjamin F. Edwards & Company Inc.	75,269	$5.13M	0.1%	-8.5%	1.691%
2/2/2024	Atria Wealth Solutions Inc.	25,704	$1.75M	0.0%	+3.3%	0.578%
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2/1/2024	Element Wealth LLC	6,212	$423K	0.3%	-4.7%	0.140%
2/1/2024	Sigma Planning Corp	3,537	$241K	0.0%	-45.1%	0.079%
1/29/2024	Koshinski Asset Management Inc.	6,890	$469K	0.1%	N/A	0.155%
1/29/2024	Braun Bostich & Associates Inc.	14,934	$1.02M	0.9%	N/A	0.336%
1/25/2024	International Assets Investment Management LLC	13,624	$928K	0.0%	-11.8%	0.306%
1/25/2024	RiverTree Advisors LLC	15,631	$1.07M	0.7%	N/A	0.351%
1/24/2024	Venture Visionary Partners LLC	3,000	$204K	0.0%	N/A	0.067%
1/24/2024	International Assets Investment Management LLC	13,624	$928K	0.0%	-11.8%	0.306%
1/22/2024	Clarus Wealth Advisors	10,410	$690K	0.4%	N/A	0.231%
1/18/2024	Global Retirement Partners LLC	8,298	$548K	0.0%	+687.3%	0.184%
1/17/2024	Keystone Wealth Services LLC	4,198	$286K	0.1%	-4.5%	0.093%
1/16/2024	Raymond James Financial Services Advisors Inc.	84,504	$5.76M	0.0%	+18.5%	1.878%
1/16/2024	Raymond James & Associates	12,415	$846K	0.0%	-73.3%	0.276%
1/12/2024	Mutual Advisors LLC	3,997	$272K	0.0%	-19.3%	0.090%
1/10/2024	Wealth Management Partners LLC	36,986	$2.52M	1.4%	-1.8%	0.831%
1/9/2024	Purus Wealth Management LLC	9,977	$680K	0.4%	-2.3%	0.224%
11/13/2023	Stifel Financial Corp	31,427	$1.91M	0.0%	-7.6%	0.676%
11/13/2023	LPL Financial LLC	537,997	$32.66M	0.0%	+5.5%	11.570%
11/13/2023	Kestra Advisory Services LLC	27,306	$1.66M	0.0%	+4.1%	0.587%
11/13/2023	PNC Financial Services Group Inc.	482	$29K	0.0%	-42.9%	0.010%
11/9/2023	UBS Group AG	306,126	$18.58M	0.0%	-0.4%	6.583%
11/8/2023	Element Wealth LLC	6,519	$396K	0.3%	-2.6%	0.140%
11/8/2023	Atria Wealth Solutions Inc.	24,893	$1.51M	0.0%	+4.1%	0.535%
11/8/2023	Stonebridge Financial Planning Group LLC	7,450	$452K	0.3%	-3.9%	0.160%
11/7/2023	Kingsview Wealth Management LLC	30,775	$1.87M	0.1%	-54.1%	0.662%
11/7/2023	Alpha Omega Group Inc.	3,354	$204K	0.4%	-15.2%	0.072%
11/7/2023	Cornerstone Wealth Management LLC	5,933	$360K	0.0%	-22.8%	0.128%
11/4/2023	NBC Securities Inc.	608	$36K	0.0%	N/A	0.013%
11/3/2023	Private Advisor Group LLC	45,278	$2.75M	0.0%	+4.8%	0.984%
10/27/2023	Assetmark Inc.	11,194	$679K	0.0%	N/A	0.246%
10/27/2023	First Horizon Advisors Inc.	546	$33K	0.0%	N/A	0.012%
10/25/2023	Wealth Management Partners LLC	37,645	$2.29M	1.4%	N/A	0.827%
10/24/2023	Raymond James Financial Services Advisors Inc.	71,339	$4.33M	0.0%	-0.3%	1.568%
10/24/2023	Raymond James & Associates	46,572	$2.83M	0.0%	+8.5%	1.024%
10/24/2023	Cambridge Investment Research Advisors Inc.	34,350	$2.09M	0.0%	-24.0%	0.755%
10/23/2023	Commonwealth Equity Services LLC	41,072	$2.49M	0.0%	-0.8%	0.913%
10/11/2023	Ignite Planners LLC	4,348	$257K	0.1%	-15.2%	0.100%
10/10/2023	International Assets Investment Management LLC	15,446	$938K	0.1%	N/A	0.355%
10/10/2023	Savior LLC	1,828	$111K	0.8%	-85.2%	0.042%
10/4/2023	International Assets Investment Management LLC	15,446	$938K	0.1%	N/A	0.372%
8/11/2023	Kestra Advisory Services LLC	26,237	$1.70M	0.0%	-6.3%	0.632%
8/11/2023	D.A. Davidson & CO.	8,642	$560K	0.0%	-3.5%	0.208%
8/10/2023	Osaic Holdings Inc.	65,511	$4.25M	0.0%	+23.2%	1.579%
8/10/2023	Commonwealth Equity Services LLC	41,383	$2.68M	0.0%	-2.6%	0.997%
8/10/2023	Private Advisor Group LLC	43,198	$2.80M	0.0%	-13.6%	1.041%
8/4/2023	Envestnet Asset Management Inc.	22,084	$1.43M	0.0%	+1.0%	0.532%
8/3/2023	Atria Wealth Solutions Inc.	23,902	$1.55M	0.0%	+23.9%	0.576%
8/2/2023	Sigma Planning Corp	6,396	$414K	0.0%	-9.5%	0.154%
7/31/2023	LPL Financial LLC	509,770	$33.02M	0.0%	-1.3%	12.284%
7/31/2023	Mutual Advisors LLC	4,946	$320K	0.0%	-42.8%	0.119%
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7/26/2023	Janney Montgomery Scott LLC	9,416	$610K	0.0%	-3.1%	0.230%
7/26/2023	Braun Bostich & Associates Inc.	13,312	$862K	1.8%	+2.1%	0.325%
7/25/2023	Raymond James Financial Services Advisors Inc.	71,566	$4.64M	0.0%	+1.0%	1.746%
7/25/2023	Raymond James & Associates	42,922	$2.78M	0.0%	-7.6%	1.047%
7/21/2023	Purus Wealth Management LLC	10,211	$661K	0.4%	-58.1%	0.249%
7/18/2023	ARS Wealth Advisors Group LLC	10,543	$683K	0.1%	-24.8%	0.257%
7/18/2023	Stratos Wealth Partners LTD.	6,965	$451K	0.0%	+3.9%	0.170%
7/13/2023	Dominguez Wealth Management Solutions Inc.	8,278	$536K	0.5%	+3.7%	0.204%
7/13/2023	Cambridge Investment Research Advisors Inc.	45,192	$2.93M	0.0%	+460.8%	1.116%
7/11/2023	Worth Asset Management LLC	1,590	$103K	0.1%	-27.8%	0.039%

(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 ($32.66M), UBS Group AG ($21.49M), Raymond James Financial Services Advisors Inc. ($6.00M), Cambridge Investment Research Advisors Inc. ($5.98M), Cetera Investment Advisers ($5.41M), and Benjamin F. Edwards & Company Inc. ($5.06M).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), J Arnold Wealth Management Co ($163.73K), Cambridge Investment Research Advisors Inc. ($157.94K), LPL Financial LLC ($97.96K), Kingsview Wealth Management LLC ($77.67K), Raymond James & Associates ($67.13K), and International Assets Investment Management LLC ($57.94K).
How much institutional buying is happening at First Trust Mid Cap Growth AlphaDEX Fund?: Institutional investors have bought a total of 1,373,002 shares in the last 24 months. This purchase volume represents approximately $116.58M in transactions.

Which First Trust Mid Cap Growth AlphaDEX Fund major shareholders have been selling company stock?: Of the 60 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 ($166.06K), J Arnold Wealth Management Co ($162.52K), Alpha Omega Group Inc. ($93.94K), LPL Financial LLC ($63.16K), UBS Group AG ($46.32K), Raymond James & Associates ($39.26K), and Kingsview Wealth Management LLC ($36.21K).
How much institutional selling is happening at First Trust Mid Cap Growth AlphaDEX Fund?: Institutional investors have sold a total of 854,756 shares in the last 24 months. This volume of shares sold represents approximately $79.24M in transactions.