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First Trust Mid Cap Value AlphaDEX Fund

51 hedge funds and large institutions have $148M invested in First Trust Mid Cap Value AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Total Investment Management
Arizona
$41M 1,008,577 -12,476 -1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.1M 395,689 +299,390 +311%
Wells Fargo
3
Wells Fargo
California
$15.9M 391,395 +30,495 +8%
LPL Financial
4
LPL Financial
California
$15M 368,466 -3,718 -1%
Morgan Stanley
5
Morgan Stanley
New York
$11.2M 276,005 -161,747 -37%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$6.41M 157,479 -34,014 -18%
First Trust Advisors
7
First Trust Advisors
Illinois
$4.63M 113,694 -3,627 -3%
RJA
8
Raymond James & Associates
Florida
$4.08M 100,343 -1,122 -1%
UBS Group
9
UBS Group
Switzerland
$3.72M 91,458 -61,666 -40%
RA
10
RiverTree Advisors
Florida
$3.52M 86,489 +515 +0.6%
KWM
11
Kingsview Wealth Management
Oregon
$3.44M 84,447 +14,015 +20%
PAG
12
Private Advisory Group
Washington
$2.56M 62,857 -11,946 -16%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.5M 60,389 +1,612 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.65M 40,493 -903 -2%
TFA
15
Transamerica Financial Advisors
Florida
$1.41M 34,585 +34,053 +6,401%
AWAG
16
ARS Wealth Advisors Group
Florida
$1.13M 27,638 +27,638 New
SPC
17
Sigma Planning Corp
Michigan
$1.11M 27,153 +641 +2%
GSC
18
G&S Capital
Colorado
$1.05M 25,737 -604 -2%
Stifel Financial
19
Stifel Financial
Missouri
$1.03M 25,271 -8,144 -24%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$966K 23,738 +23,738 New
SWP
21
Stratos Wealth Partners
Ohio
$946K 23,249 +1,583 +7%
DAS
22
Dynamic Advisor Solutions
Arizona
$928K 22,810 +22,810 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$890K 21,877 +9,326 +74%
TRCT
24
Tower Research Capital (TRC)
New York
$844K 20,739 +20,566 +11,888%
APA
25
American Portfolios Advisors
New York
$767K 18,848 +18,268 +3,150%