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First Trust Mid Cap Value AlphaDEX Fund

24 hedge funds and large institutions have $16M invested in First Trust Mid Cap Value AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% 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
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.14M 196,444 +4,065 +2%
Wells Fargo
2
Wells Fargo
California
$2.85M 135,169 +10,912 +9%
Bank of America
3
Bank of America
North Carolina
$1.71M 80,897 +2,201 +3%
LPL Financial
4
LPL Financial
California
$1.67M 79,275 -705 -0.9%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$1.44M 68,302 -1,657 -2%
TRCT
6
Tower Research Capital (TRC)
New York
$952K 45,122 +45,122 New
UBS Group
7
UBS Group
Switzerland
$553K 26,224 +2,789 +12%
Stifel Financial
8
Stifel Financial
Missouri
$552K 26,106 +135 +0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$529K 25,107 -11,392 -31%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$429K 20,371 -2,314 -10%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$325K 15,390 -289 -2%
KP
12
Keel Point
Alabama
$306K 14,494 +2,077 +17%
Citadel Advisors
13
Citadel Advisors
Florida
$297K 14,075 -13,306 -49%
Osaic Holdings
14
Osaic Holdings
Arizona
$166K 7,939 +7,939 New
IA
15
IFP Advisors
Florida
$25K 1,031 +189 +22%
ABC
16
Associated Banc-Corp
Wisconsin
$22K 1,046 +1,046 New
SFPG
17
Stonebridge Financial Planning Group
Florida
$14K 600 -550 -48%
CFGS
18
Concourse Financial Group Securities
Alabama
$10K 469 +469 New
WEC
19
Winslow Evans & Crocker
Massachusetts
$8K 300 -50 -14%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$5K 240
Citigroup
21
Citigroup
New York
$5K 222
GEA
22
Glen Eagle Advisors
New Jersey
$4.22K 200
EWM
23
EPG Wealth Management
Georgia
$4K 186 +186 New
SPIA
24
Steward Partners Investment Advisory
New York
$3K 165
MFG
25
Merit Financial Group
Georgia
-77,997 Closed