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First Trust Mid Cap Value AlphaDEX Fund

28 hedge funds and large institutions have $27.8M invested in First Trust Mid Cap Value AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.96M 272,234 -129,441 -32%
Morgan Stanley
2
Morgan Stanley
New York
$6.63M 201,362 -9,449 -4%
LPL Financial
3
LPL Financial
California
$1.99M 59,891 +643 +1%
Bank of America
4
Bank of America
North Carolina
$1.66M 50,391 +4,214 +9%
RJA
5
Raymond James & Associates
Florida
$1.6M 48,663 +38,033 +358%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$1.24M 37,739 +4,548 +14%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.19M 36,059 -4,777 -12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$610K 18,516 -443 -2%
UBS Group
9
UBS Group
Switzerland
$584K 17,755 -4,141 -19%
CS
10
Credit Suisse
Switzerland
$536K 16,269 +7,364 +83%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$527K 16,009 -110 -0.7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$363K 11,018 +3,284 +42%
VKH
13
Virtu KCG Holdings
New York
$356K 10,816 +10,816 New
LI
14
LVZ Inc
Michigan
$302K 9,160 +1,004 +12%
KIA
15
KCM Investment Advisors
California
$289K 8,783
CCA
16
Clearwater Capital Advisors
Illinois
$237K 7,151 -184 -3%
CWM
17
Cornerstone Wealth Management
Missouri
$223K 6,735 -65 -1%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$156K 4,984 +2 +0%
WA
19
WFG Advisors
Texas
$132K 4,016 -872 -18%
AG
20
Advisor Group
Arizona
$66K 2,000 +313 +19%
DADC
21
D.A. Davidson & Co
Montana
$63K 1,935 +174 +10%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21K 639 +489 +326%
MFS
23
MSI Financial Services
Massachusetts
$14K 430 -230 -35%
HDIM
24
Hanson & Doremus Investment Management
Vermont
$11.9K 360
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$8K 237