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First Trust Mid Cap Value AlphaDEX Fund

59 hedge funds and large institutions have $151M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
19
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIM
1
Total Investment Management
Arizona
$70.7M 1,298,064 -13,518 -1%
LPL Financial
2
LPL Financial
California
$14.3M 263,195 -5,557 -2%
Wells Fargo
3
Wells Fargo
California
$13.5M 247,932 -16,874 -6%
Morgan Stanley
4
Morgan Stanley
New York
$13M 238,154 -12,792 -5%
GIA
5
Gladstone Institutional Advisory
Florida
$3.62M 66,377 +7,389 +13%
UBS Group
6
UBS Group
Switzerland
$3.38M 61,994 -3,237 -5%
RJA
7
Raymond James & Associates
Florida
$3.01M 55,317 +693 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.93M 53,762 -13,359 -20%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.88M 52,797 -2,433 -4%
KWM
10
Kingsview Wealth Management
Oregon
$2.13M 39,023 -18,914 -33%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.12M 38,834 +191 +0.5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.05M 37,585 +207 +0.6%
BEI
13
Benjamin Edwards Inc
Missouri
$1.79M 32,767 +32,767 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.63M 30,004 +3,685 +14%
Stifel Financial
15
Stifel Financial
Missouri
$1.33M 24,407 +1,479 +6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.29M 23,757 -35,544 -60%
SWP
17
Stratos Wealth Partners
Ohio
$1.28M 23,506 -1,633 -6%
GSC
18
G&S Capital
Colorado
$1.04M 19,049 -1,237 -6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$997K 18,301 +2,182 +14%
EH
20
Equitable Holdings
New York
$965K 17,713 +3 +0%
TRCT
21
Tower Research Capital (TRC)
New York
$794K 14,579 +1,972 +16%
AWAG
22
ARS Wealth Advisors Group
Florida
$718K 13,179 +3 +0%
KP
23
Keel Point
Alabama
$579K 10,629 +222 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$555K 10,182 -27,526 -73%
PAG
25
Private Advisor Group
New Jersey
$517K 9,481 -126 -1%