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First Trust Mid Cap Value AlphaDEX Fund

25 hedge funds and large institutions have $18M invested in First Trust Mid Cap Value AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.38M 94,582 -21,666 -19%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$2M 56,026 -33,491 -37%
LPL Financial
3
LPL Financial
California
$1.98M 55,488 +21,695 +64%
Bank of America
4
Bank of America
North Carolina
$1.63M 45,602 -22,444 -33%
KWM
5
Kingsview Wealth Management
Oregon
$1.3M 36,399 +20,564 +130%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.12M 31,355 +4,675 +18%
WP
7
WealthSource Partners
California
$1.09M 30,425 +30,425 New
Wells Fargo
8
Wells Fargo
California
$1.07M 30,023 -12,601 -30%
Stifel Financial
9
Stifel Financial
Missouri
$982K 27,481 -14,278 -34%
UBS Group
10
UBS Group
Switzerland
$681K 19,048 -2,105 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$667K 18,667 -26,952 -59%
KP
12
Keel Point
Alabama
$551K 15,413 -1,079 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$408K 11,399 -1,090 -9%
SWP
14
Stratos Wealth Partners
Ohio
$259K 7,260 +7,260 New
DADC
15
D.A. Davidson & Co
Montana
$220K 6,150 +6,150 New
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
TRCT
17
Tower Research Capital (TRC)
New York
$180K 5,035 -9,967 -66%
FFA
18
Founders Financial Alliance
North Carolina
$101K 2,831
APA
19
American Portfolios Advisors
New York
$93.6K 2,620 +2,620 New
SFPG
20
Stonebridge Financial Planning Group
Florida
$18K 500
CFGS
21
Concourse Financial Group Securities
Alabama
$17K 469
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$9K 241
GEA
23
Glen Eagle Advisors
New Jersey
$7.15K 200
SPIA
24
Steward Partners Investment Advisory
New York
$6K 165
AWA
25
Arkadios Wealth Advisors
Georgia
$6K 188 +188 New