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First Trust Mid Cap Value AlphaDEX Fund

51 hedge funds and large institutions have $106M invested in First Trust Mid Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+12
Holders Change %
+30.77%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
21
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
$27.1M 609,277 +203,589 +50%
LPL Financial
2
LPL Financial
California
$11.1M 249,256 +143,514 +136%
Wells Fargo
3
Wells Fargo
California
$8.94M 201,041 +132,872 +195%
FHC
4
First Heartland Consultants
Missouri
$8.43M 189,722 +3,843 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.06M 136,369 +61,156 +81%
UBS Group
6
UBS Group
Switzerland
$3.82M 85,995 +67,915 +376%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$3M 67,530 -12,231 -15%
PAG
8
Private Advisory Group
Washington
$3M 67,408 +67,408 New
KWM
9
Kingsview Wealth Management
Oregon
$2.87M 63,858 +14,142 +28%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.45M 55,038 +55,038 New
HIS
11
Harvest Investment Services
Illinois
$2.26M 50,834 -2,611 -5%
SWP
12
Stratos Wealth Partners
Ohio
$2.25M 50,630 +6,985 +16%
Goldman Sachs
13
Goldman Sachs
New York
$2.14M 48,175 +48,175 New
Osaic Holdings
14
Osaic Holdings
Arizona
$2.02M 45,377 +5,033 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.88M 42,381 +7,916 +23%
PAG
16
Private Advisor Group
New Jersey
$1.85M 41,600 +29,625 +247%
HWM
17
Holloway Wealth Management
Florida
SPC
18
Sigma Planning Corp
Michigan
$1.67M 37,660 +927 +3%
GSC
19
G&S Capital
Colorado
$1.04M 23,470 +23,470 New
Stifel Financial
20
Stifel Financial
Missouri
$977K 21,993 +579 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$971K 21,837 -20,847 -49%
WP
22
WealthSource Partners
California
$910K 20,475 -575 -3%
HR
23
Hayden Royal
North Carolina
$863K 19,416 +258 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$758K 17,054 +3,675 +27%
MOS
25
MGO One Seven
Ohio
$744K 16,740 +16,740 New