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First Trust Mid Cap Value AlphaDEX Fund

31 hedge funds and large institutions have $29M invested in First Trust Mid Cap Value AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$11.9M 401,675 +78,179 +24%
Morgan Stanley
2
Morgan Stanley
New York
$6.27M 210,811 +6,704 +3%
LPL Financial
3
LPL Financial
California
$1.75M 59,248 +8,293 +16%
Bank of America
4
Bank of America
North Carolina
$1.37M 46,177 +2,637 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.21M 40,836 -48,968 -55%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$987K 33,191 -6,396 -16%
Ameriprise
7
Ameriprise
Minnesota
$742K 24,929 -809 -3%
UBS Group
8
UBS Group
Switzerland
$651K 21,896 -11,032 -34%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$564K 18,959 -56 -0.3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$514K 17,270 +969 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$479K 16,119 +566 +4%
RJA
12
Raymond James & Associates
Florida
$316K 10,630 +1,360 +15%
Creative Planning
13
Creative Planning
Kansas
$268K 9,000 +9,000 New
CS
14
Credit Suisse
Switzerland
$265K 8,905 +8,905 New
KIA
15
KCM Investment Advisors
California
$261K 8,783 -385 -4%
LI
16
LVZ Inc
Michigan
$243K 8,156 +207 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$230K 7,734 +118 +2%
CCA
18
Clearwater Capital Advisors
Illinois
$216K 7,335 +7,335 New
CWM
19
Cornerstone Wealth Management
Missouri
$200K 6,800 +6,800 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$148K 4,982 -1,443 -22%
WA
21
WFG Advisors
Texas
$145K 4,888 +3 +0.1%
DADC
22
D.A. Davidson & Co
Montana
$52K 1,761 -77 -4%
AG
23
Advisor Group
Arizona
$51K 1,687 -300 -15%
IWM
24
Integrated Wealth Management
California
$45K 1,500
MFS
25
MSI Financial Services
Massachusetts
$20K 660 +310 +89%