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

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+1.44 (+2.04%)
(As of 04/23/2024 ET)
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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)
32
Total
Institutional Inflows
(last 12 months)
$51.75M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$22.64M
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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
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%
4/16/2024Wealth 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%
2/8/2024Janney 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%
2/6/2024ARS 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%
1/29/2024Koshinski Asset Management Inc.6,890$469K0.1%N/A0.155%
1/29/2024Braun 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%
1/25/2024RiverTree 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%
1/17/2024 Keystone Wealth Services LLC4,198$286K0.1%-4.5%0.093%
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%
1/12/2024Mutual 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%
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11/8/2023Element Wealth LLC6,519$396K0.3%-2.6%0.140%
11/8/2023Atria Wealth Solutions Inc.24,893$1.51M0.0%+4.1%0.535%
11/8/2023Stonebridge Financial Planning Group LLC7,450$452K0.3%-3.9%0.160%
11/7/2023Kingsview Wealth Management LLC30,775$1.87M0.1%-54.1%0.662%
11/7/2023Alpha Omega Group Inc.3,354$204K0.4%-15.2%0.072%
11/7/2023Cornerstone Wealth Management LLC5,933$360K0.0%-22.8%0.128%
11/4/2023 NBC Securities Inc.608$36K0.0%N/A0.013%
11/3/2023Private Advisor Group LLC45,278$2.75M0.0%+4.8%0.984%
10/27/2023Assetmark Inc.11,194$679K0.0%N/A0.246%
10/27/2023First Horizon Advisors Inc.546$33K0.0%N/A0.012%
10/25/2023 Wealth Management Partners LLC37,645$2.29M1.4%N/A0.827%
10/24/2023Raymond James Financial Services Advisors Inc.71,339$4.33M0.0%-0.3%1.568%
10/24/2023Raymond James & Associates46,572$2.83M0.0%+8.5%1.024%
10/24/2023Cambridge Investment Research Advisors Inc.34,350$2.09M0.0%-24.0%0.755%
10/23/2023Commonwealth Equity Services LLC41,072$2.49M0.0%-0.8%0.913%
10/11/2023 Ignite Planners LLC4,348$257K0.1%-15.2%0.100%
10/10/2023 International Assets Investment Management LLC15,446$938K0.1%N/A0.355%
10/10/2023Savior LLC1,828$111K0.8%-85.2%0.042%
10/4/2023 International Assets Investment Management LLC15,446$938K0.1%N/A0.372%
8/11/2023Kestra Advisory Services LLC26,237$1.70M0.0%-6.3%0.632%
8/11/2023D.A. Davidson & CO.8,642$560K0.0%-3.5%0.208%
8/10/2023Osaic Holdings Inc.65,511$4.25M0.0%+23.2%1.579%
8/10/2023Commonwealth Equity Services LLC41,383$2.68M0.0%-2.6%0.997%
8/10/2023Private Advisor Group LLC43,198$2.80M0.0%-13.6%1.041%
8/4/2023Envestnet Asset Management Inc.22,084$1.43M0.0%+1.0%0.532%
8/3/2023Atria Wealth Solutions Inc.23,902$1.55M0.0%+23.9%0.576%
8/2/2023Sigma Planning Corp6,396$414K0.0%-9.5%0.154%
7/31/2023LPL Financial LLC509,770$33.02M0.0%-1.3%12.284%
7/31/2023Mutual Advisors LLC4,946$320K0.0%-42.8%0.119%
7/26/2023Janney Montgomery Scott LLC9,416$610K0.0%-3.1%0.230%
7/26/2023Braun Bostich & Associates Inc.13,312$862K1.8%+2.1%0.325%
7/25/2023Raymond James Financial Services Advisors Inc.71,566$4.64M0.0%+1.0%1.746%
7/25/2023Raymond James & Associates42,922$2.78M0.0%-7.6%1.047%
7/21/2023 Purus Wealth Management LLC10,211$661K0.4%-58.1%0.249%
7/18/2023ARS Wealth Advisors Group LLC10,543$683K0.1%-24.8%0.257%
7/18/2023Stratos Wealth Partners LTD.6,965$451K0.0%+3.9%0.170%
7/13/2023Dominguez Wealth Management Solutions Inc.8,278$536K0.5%+3.7%0.204%
7/13/2023Cambridge Investment Research Advisors Inc.45,192$2.93M0.0%+460.8%1.116%
7/11/2023 Worth Asset Management LLC1,590$103K0.1%-27.8%0.039%
7/7/2023Savior LLC12,380$802K3.2%-92.6%0.306%
5/11/2023Financial Advocates Investment Management3,818$227K0.0%-7.4%0.091%
5/11/2023Commonwealth Equity Services LLC42,497$2.53M0.0%-3.9%1.012%
5/10/2023Private Advisor Group LLC50,024$2.98M0.0%N/A1.191%
5/10/2023LPL Financial LLC516,619$30.73M0.0%-1.7%12.300%
5/9/2023Tower Research Capital LLC TRC 6,800$405K0.0%-15.4%0.162%
5/4/2023Stonebridge Financial Planning Group LLC8,000$476K0.3%-6.4%0.190%
5/2/2023Braun Bostich & Associates Inc.13,034$775K1.8%+6.9%0.310%
4/28/2023Janney Montgomery Scott LLC9,719$578K0.0%+6.6%0.231%
4/27/2023Stratos Wealth Partners LTD.6,703$399K0.0%-7.1%0.160%
4/27/2023Benjamin F. Edwards & Company Inc.65,523$3.90M0.2%+6.5%1.560%
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4/25/2023Geneos Wealth Management Inc.1,901$113K0.0%-36.6%0.045%
4/21/2023Kowal Investment Group LLC3,558$212K0.1%N/A0.086%
4/18/2023IFP Advisors Inc5,034$219K0.0%-31.8%0.121%
4/14/2023Raymond James Financial Services Advisors Inc.70,864$4.22M0.0%-2.7%1.708%
4/14/2023Raymond James & Associates46,435$2.76M0.0%+195.0%1.119%
4/13/2023Householder Group Estate & Retirement Specialist LLC615$37K0.0%N/A0.015%
4/12/2023 Worth Asset Management LLC2,203$131K0.1%+148.9%0.053%
4/11/2023Mutual Advisors LLC8,653$515K0.0%+54.6%0.209%
4/10/2023 Clarus Wealth Advisors10,537$612K0.4%+8.4%0.254%
2/14/2023J Arnold Wealth Management Co1,207$68K0.0%-99.3%0.028%
(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, 85 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. ($5.94M), Benjamin F. Edwards & Company Inc. ($5.13M), and Osaic Holdings Inc. ($4.25M).Learn more on FNY's institutional investors.

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

Of the 57 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), LPL Financial LLC ($97.96K), Cambridge Investment Research Advisors Inc. ($89.94K), Kingsview Wealth Management LLC ($75.11K), Private Advisor Group LLC ($60.02K), 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 1,312,268 shares in the last 24 months. This purchase volume represents approximately $117.26M in transactions.

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

Of the 56 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), Benjamin F. Edwards & Company Inc. ($78.13K), LPL Financial LLC ($63.16K), Raymond James Financial Services Advisors Inc. ($53.93K), and UBS Group AG ($46.32K).

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

Institutional investors have sold a total of 1,030,295 shares in the last 24 months. This volume of shares sold represents approximately $103.76M in transactions.


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This page (NASDAQ:FNY) was last updated on 4/24/2024 by MarketBeat.com Staff

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