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First Trust Mid Cap Value AlphaDEX Fund

54 hedge funds and large institutions have $145M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
19
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1
Total Investment Management
Arizona
$69.4M -$222K -4,281 -0.3%
Wells Fargo
2
Wells Fargo
California
$14.1M +$940K +18,159 +7%
LPL Financial
3
LPL Financial
California
$13.1M -$69.7K -1,347 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$12.1M +$356K +6,880 +3%
UBS Group
5
UBS Group
Switzerland
$3.31M -$70.8K -1,368 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.25M +$1.92M +37,100 +145%
Raymond James Financial
7
Raymond James Financial
Florida
$2.63M -$2.69M -52,038 -51%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.46M -$72.2K -1,394 -3%
BEI
9
Benjamin Edwards Inc
Missouri
$2.33M +$657K +12,702 +39%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.01M -$75.7K -1,463 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.78M -$427K -7,981 -19%
KWM
12
Kingsview Wealth Management
Oregon
$1.73M +$17.5K +338 +1%
Citadel Advisors
13
Citadel Advisors
Florida
$1.5M +$430K +8,309 +40%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$1.46M +$692K +13,383 +90%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.46M -$2.07M -39,914 -59%
ATPW
16
Ashton Thomas Private Wealth
Arizona
$1.38M +$1.06M +20,554 +340%
Stifel Financial
17
Stifel Financial
Missouri
$1.38M +$338K +6,538 +33%
SWP
18
Stratos Wealth Partners
Ohio
$1.04M -$46.3K -894 -4%
GSC
19
G&S Capital
Colorado
$1.03M +$17.6K +341 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$947K +$140K +2,712 +17%
EH
21
Equitable Holdings
New York
$935K +$49.8K +962 +6%
AWAG
22
ARS Wealth Advisors Group
Florida
$666K +$104 +2 +0%
KP
23
Keel Point
Alabama
$573K +$7.51K +145 +1%
PAG
24
Private Advisor Group
New Jersey
$437K +$31.3K +605 +8%
TRCT
25
Tower Research Capital (TRC)
New York
$430K -$665K -12,855 -61%