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First Trust Mid Cap Value AlphaDEX Fund

39 hedge funds and large institutions have $65.8M invested in First Trust Mid Cap Value AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 0 closing their positions.

Holders
39
Holders Change
+14
Holders Change %
+56%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
11
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.4M 405,688 +311,106 +329%
FHC
2
First Heartland Consultants
Missouri
$7.97M 185,879 +185,879 New
LPL Financial
3
LPL Financial
California
$4.53M 105,742 +50,254 +91%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$3.42M 79,761 +23,735 +42%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.22M 75,213 +75,213 New
Wells Fargo
6
Wells Fargo
California
$2.92M 68,169 +38,146 +127%
HIS
7
Harvest Investment Services
Illinois
$2.29M 53,445 +53,445 New
KWM
8
Kingsview Wealth Management
Oregon
$2.16M 49,716 +13,317 +37%
SWP
9
Stratos Wealth Partners
Ohio
$1.87M 43,645 +36,385 +501%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.83M 42,684 +31,285 +274%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.73M 40,344 +21,677 +116%
SPC
12
Sigma Planning Corp
Michigan
$1.58M 36,733 +36,733 New
HWM
13
Holloway Wealth Management
Florida
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.48M 34,465 +3,110 +10%
OMC
15
Old Mission Capital
Illinois
$1.38M 32,174 +32,174 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.34M 31,202 +31,202 New
Bank of America
17
Bank of America
North Carolina
$1.25M 29,083 -16,519 -36%
Stifel Financial
18
Stifel Financial
Missouri
$918K 21,414 -6,067 -22%
WP
19
WealthSource Partners
California
$902K 21,050 -9,375 -31%
HR
20
Hayden Royal
North Carolina
$821K 19,158 +19,158 New
UBS Group
21
UBS Group
Switzerland
$775K 18,080 -968 -5%
TRCT
22
Tower Research Capital (TRC)
New York
$632K 14,740 +9,705 +193%
KP
23
Keel Point
Alabama
$624K 14,553 -860 -6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$574K 13,379 +13,379 New
PAG
25
Private Advisor Group
New Jersey
$513K 11,975 +11,975 New