FNK icon

First Trust Mid Cap Value AlphaDEX Fund

59 hedge funds and large institutions have $151M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
19
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$363K 6,665 -62 -0.9%
Goldman Sachs
27
Goldman Sachs
New York
$328K 6,015 +6,015 New
DWP
28
Daymark Wealth Partners
Ohio
$304K 5,574 +49 +0.9%
LFAS
29
Level Four Advisory Services
Texas
$299K 5,614 -12 -0.2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$284K 5,215 +304 +6%
SPC
31
Sigma Planning Corp
Michigan
$281K 5,154 -699 -12%
TA
32
TKG Advisors
Indiana
$271K 4,981 +60 +1%
AWA
33
Arete Wealth Advisors
Illinois
$243K 4,475
MC
34
Moors & Cabot
Massachusetts
$235K 4,306 +4,306 New
Jane Street
35
Jane Street
New York
$223K 4,091 +4,091 New
DAS
36
Dynamic Advisor Solutions
Arizona
$221K 4,062 -17,032 -81%
GVAG
37
Great Valley Advisor Group
Delaware
$214K 3,925 +3,925 New
FFA
38
Founders Financial Alliance
North Carolina
$155K 2,844 +13 +0.5%
GI
39
GAMMA Investing
California
$98.9K 1,816
NS
40
NBC Securities
Alabama
$62K 1,150
Jones Financial Companies
41
Jones Financial Companies
Missouri
$50.8K 934 +454 +95%
GWM
42
Geneos Wealth Management
Colorado
$43.6K 800
SPIA
43
Steward Partners Investment Advisory
New York
$23.6K 434 +2 +0.5%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$20K 359 -214 -37%
CFGS
45
Concourse Financial Group Securities
Alabama
$20K 367
HI
46
Harbour Investments
Wisconsin
$18.8K 345 -46 -12%
PTC
47
Private Trust Company
Ohio
$17.3K 318
Comerica Bank
48
Comerica Bank
Texas
$16.3K 299 +5 +2%
FFA
49
Farther Finance Advisors
California
$15.1K 278
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$13.4K 247 +1 +0.4%