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First Trust Mid Cap Value AlphaDEX Fund

30 hedge funds and large institutions have $29.9M invested in First Trust Mid Cap Value AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% 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
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.64M 192,795 -12,417 -6%
Wells Fargo
2
Wells Fargo
California
$4.61M 133,898 -127,788 -49%
LPL Financial
3
LPL Financial
California
$2.96M 85,900 -9,292 -10%
RJA
4
Raymond James & Associates
Florida
$2.37M 68,972 +58,794 +578%
Bank of America
5
Bank of America
North Carolina
$2.23M 64,692 +4,174 +7%
CS
6
Credit Suisse
Switzerland
$1.94M 56,281 +438 +0.8%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$1.49M 43,223 -26,171 -38%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.14M 33,082 -15,655 -32%
UBS Group
9
UBS Group
Switzerland
$1.03M 29,864 +6,752 +29%
KWM
10
Kingsview Wealth Management
Oregon
$932K 27,071 +5,316 +24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$721K 20,936 -952 -4%
CCA
12
Clearwater Capital Advisors
Illinois
$501K 14,554 -120 -0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$489K 14,226 -2,263 -14%
Ameriprise
14
Ameriprise
Minnesota
$363K 10,541 -7,086 -40%
LI
15
LVZ Inc
Michigan
$332K 9,643 +9,643 New
KIA
16
KCM Investment Advisors
California
$302K 8,783
Stifel Financial
17
Stifel Financial
Missouri
$260K 7,588 -1,851 -20%
TSS
18
Two Sigma Securities
New York
$259K 7,520 +7,520 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$245K 7,125 +7,125 New
VF
20
Virtu Financial
New York
$236K 6,857 +6,857 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$228K 6,612 -354 -5%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$220K 6,389 +1,171 +22%
SG Americas Securities
23
SG Americas Securities
New York
$178K 5,177 +5,177 New
AG
24
Advisor Group
Arizona
$131K 3,810 +1,935 +103%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K 933