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First Trust Mid Cap Value AlphaDEX Fund

50 hedge funds and large institutions have $166M invested in First Trust Mid Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
17
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TA
26
TKG Advisors
Indiana
$560K 12,016 -1,276 -10%
PAG
27
Private Advisor Group
New Jersey
$536K 11,488 -2,147 -16%
PFS
28
Prospera Financial Services
Texas
$473K 10,150 +10,150 New
KP
29
Keel Point
Alabama
$414K 8,880 +1,130 +15%
MOS
30
MGO One Seven
Ohio
$381K 8,165 +2,790 +52%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$368K 7,897 +7,897 New
DADC
32
D.A. Davidson & Co
Montana
$323K 6,922 -71 -1%
ASN
33
Advisory Services Network
Georgia
$278K 5,954 -926 -13%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$270K 5,800 +5,800 New
FFA
35
Founders Financial Alliance
North Carolina
$132K 2,831
S
36
SignatureFD
Georgia
$110K 2,356 +2,356 New
SPIA
37
Steward Partners Investment Advisory
New York
$64K 1,381
CAL
38
Capital Analysts LLC
Pennsylvania
$43K 923 +435 +89%
GTAM
39
Global Trust Asset Management
Florida
$33K 704 -98 -12%
APA
40
American Portfolios Advisors
New York
$27K 580
TFA
41
Transamerica Financial Advisors
Florida
$25K 532 -200 -27%
GWM
42
Geneos Wealth Management
Colorado
$18K 400 +400 New
CFGS
43
Concourse Financial Group Securities
Alabama
$17K 367 -120 -25%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$11K 243 +1 +0.4%
PP
45
Pacifica Partners
Canada
$11K 236 +236 New
GEA
46
Glen Eagle Advisors
New Jersey
$9.32K 200
TRCT
47
Tower Research Capital (TRC)
New York
$8K 173 -4,505 -96%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$5K 100
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2K 51 +51 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1K 19