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First Trust Mid Cap Value AlphaDEX Fund

50 hedge funds and large institutions have $166M invested in First Trust Mid Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
17
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Total Investment Management
Arizona
$47.6M 1,021,053 +2,902 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$20.4M 437,752 +59,514 +16%
LPL Financial
3
LPL Financial
California
$17.4M 372,184 +184,808 +99%
Wells Fargo
4
Wells Fargo
California
$16.8M 360,900 +156,257 +76%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$8.93M 191,493 +125,855 +192%
UBS Group
6
UBS Group
Switzerland
$7.14M 153,124 +65,084 +74%
First Trust Advisors
7
First Trust Advisors
Illinois
$5.47M 117,321 -11,802 -9%
RJA
8
Raymond James & Associates
Florida
$4.73M 101,465 +82,227 +427%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.49M 96,299 -50,964 -35%
RA
10
RiverTree Advisors
Florida
$4.01M 85,974 +85,974 New
PAG
11
Private Advisory Group
Washington
$3.49M 74,803 +18,000 +32%
KWM
12
Kingsview Wealth Management
Oregon
$3.28M 70,432 -2,266 -3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.74M 58,777 +727 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.93M 41,396 -34,396 -45%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.65M 35,472 +22,857 +181%
Stifel Financial
16
Stifel Financial
Missouri
$1.56M 33,415 -2,259 -6%
TCM
17
Triumph Capital Management
Colorado
$1.49M 31,942 +13,335 +72%
GIA
18
Gladstone Institutional Advisory
Florida
$1.45M 30,995 +30,995 New
HWM
19
Holloway Wealth Management
Florida
SPC
20
Sigma Planning Corp
Michigan
$1.24M 26,512 +14,120 +114%
GSC
21
G&S Capital
Colorado
$1.23M 26,341 -159 -0.6%
SWP
22
Stratos Wealth Partners
Ohio
$1.01M 21,666 +21,666 New
MML Investors Services
23
MML Investors Services
Massachusetts
$977K 20,964 +20,964 New
MCC
24
Money Concepts Capital
Florida
$627K 13,455 +9,053 +206%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$585K 12,551 -29,591 -70%