FNK icon

First Trust Mid Cap Value AlphaDEX Fund

28 hedge funds and large institutions have $23.8M invested in First Trust Mid Cap Value AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.06M 214,924 -79,593 -27%
Wells Fargo
2
Wells Fargo
California
$5.24M 185,930 +12,178 +7%
LPL Financial
3
LPL Financial
California
$2.56M 93,672 -3,502 -4%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.14M 40,403 +5,580 +16%
Jane Street
5
Jane Street
New York
$1.12M 39,824 +20,193 +103%
UBS Group
6
UBS Group
Switzerland
$933K 33,125 -1,705 -5%
Bank of America
7
Bank of America
North Carolina
$841K 29,859 +21,458 +255%
Ameriprise
8
Ameriprise
Minnesota
$773K 27,434 -10,325 -27%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$721K 25,609 -108,377 -81%
RJA
10
Raymond James & Associates
Florida
$663K 23,553 +23,553 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$551K 19,551 -337 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$459K 16,300 +16,300 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$456K 16,204 -4,074 -20%
Goldman Sachs
14
Goldman Sachs
New York
$443K 15,716 -423 -3%
CWM
15
Cornerstone Wealth Management
Missouri
$325K 12,301 +12,301 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$294K 10,426 +10,103 +3,128%
CIM
17
Confluence Investment Management
Missouri
$262K 9,288 +901 +11%
KIA
18
KCM Investment Advisors
California
$258K 9,168
LI
19
LVZ Inc
Michigan
$226K 8,020 +8,020 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$213K 7,550 -80 -1%
WA
21
WFG Advisors
Texas
$138K 4,881 +327 +7%
AIG
22
American International Group
New York
$56K 1,987 -726 -27%
DADC
23
D.A. Davidson & Co
Montana
$42K 1,493 +193 +15%
Citigroup
24
Citigroup
New York
$12K 422
MFS
25
MSI Financial Services
Massachusetts
$10K 350