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First Trust Mid Cap Value AlphaDEX Fund

41 hedge funds and large institutions have $74M invested in First Trust Mid Cap Value AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
41
Holders Change
-10
Holders Change %
-19.61%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.7M 400,712 -208,565 -34%
FHC
2
First Heartland Consultants
Missouri
$6.2M 140,124 -49,598 -26%
LPL Financial
3
LPL Financial
California
$5.91M 133,399 -115,857 -46%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.74M 107,100 -29,269 -21%
UBS Group
5
UBS Group
Switzerland
$4.41M 99,563 +13,568 +16%
Wells Fargo
6
Wells Fargo
California
$3.6M 81,264 -119,777 -60%
KWM
7
Kingsview Wealth Management
Oregon
$3.06M 69,086 +5,228 +8%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$2.97M 67,089 -441 -0.7%
SPC
9
Sigma Planning Corp
Michigan
$2.7M 60,963 +23,303 +62%
SWP
10
Stratos Wealth Partners
Ohio
$2.62M 59,161 +8,531 +17%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.18M 49,246 +6,865 +16%
FTUS
12
Flow Traders U.S.
New York
$1.72M 38,942 +38,942 New
HIS
13
Harvest Investment Services
Illinois
$1.67M 37,761 -13,073 -26%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.48M 33,471 +16,417 +96%
HWM
15
Holloway Wealth Management
Florida
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.19M 26,783 +18,706 +232%
GSC
17
G&S Capital
Colorado
$1.1M 24,748 +1,278 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.03M 23,156 +1,319 +6%
Stifel Financial
19
Stifel Financial
Missouri
$1.01M 22,791 +798 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$938K 21,203 -24,174 -53%
WP
21
WealthSource Partners
California
$898K 20,275 -200 -1%
TRCT
22
Tower Research Capital (TRC)
New York
$736K 16,635 +3,936 +31%
RJA
23
Raymond James & Associates
Florida
$725K 16,372 +1,150 +8%
Citadel Advisors
24
Citadel Advisors
Florida
$636K 14,363 +6,418 +81%
PAG
25
Private Advisor Group
New Jersey
$535K 12,084 -29,516 -71%