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First Trust Mid Cap Value AlphaDEX Fund

27 hedge funds and large institutions have $33.3M invested in First Trust Mid Cap Value AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
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
$6.93M 192,379 -3,639 -2%
Wells Fargo
2
Wells Fargo
California
$4.48M 124,257 -21,997 -15%
LPL Financial
3
LPL Financial
California
$2.88M 79,980 -4,632 -5%
Bank of America
4
Bank of America
North Carolina
$2.83M 78,696 +7,897 +11%
MFG
5
Merit Financial Group
Georgia
$2.81M 77,997 +77,997 New
BFEC
6
Benjamin F. Edwards & Company
Missouri
$2.52M 69,959 -32,811 -32%
GIA
7
Gladstone Institutional Advisory
Florida
$2.14M 59,419 -24,671 -29%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.32M 36,499 +26,029 +249%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.25M 34,556 +16,708 +94%
Citadel Advisors
10
Citadel Advisors
Florida
$986K 27,381 +5,506 +25%
Stifel Financial
11
Stifel Financial
Missouri
$935K 25,971 -10,773 -29%
UBS Group
12
UBS Group
Switzerland
$844K 23,435 +890 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$817K 22,685 +114 +0.5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$565K 15,679 +1,933 +14%
Jane Street
15
Jane Street
New York
$467K 12,956 +12,956 New
KP
16
Keel Point
Alabama
$447K 12,417 +5,207 +72%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$328K 9,207 -956 -9%
DADC
18
D.A. Davidson & Co
Montana
$262K 7,274 -14 -0.2%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
AG
20
Advisor Group
Arizona
$104K 2,880 -1,429 -33%
SFPG
21
Stonebridge Financial Planning Group
Florida
$41K 1,150 +1,150 New
WC
22
Whitnell & Co
Illinois
$32K 883 +85 +11%
IA
23
IFP Advisors
Florida
$32K 842 +842 New
WEC
24
Winslow Evans & Crocker
Massachusetts
$14K 350 -150 -30%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$9K 240 +1 +0.4%