FNX icon

First Trust Mid Cap Core AlphaDEX Fund

140 hedge funds and large institutions have $605M invested in First Trust Mid Cap Core AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
25
Increased
63
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$3.47M +$572K +5,719 +20%
LI
27
LVZ Inc
Michigan
$3.46M +$65.8K +657 +2%
CAN
28
Cetera Advisor Networks
California
$3.37M +$1.5M +15,008 +81%
CPIG
29
Chicago Partners Investment Group
Illinois
$3.31M +$45.8K +466 +1%
SPC
30
Sigma Planning Corp
Michigan
$3.25M +$1.71M +17,104 +111%
TCWM
31
Total Clarity Wealth Management
Illinois
$3.24M +$2.13M +21,283 +193%
LA
32
LexAurum Advisors
Kansas
$3.23M +$3.23M +32,270 New
PFA
33
Pinnacle Family Advisors
Missouri
$3.16M +$800K +7,992 +34%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.94M +$155K +1,544 +6%
DWA
35
Dorsey Wright & Associates
California
$2.88M +$381K +3,809 +15%
PNC
36
Park National Corp
Ohio
$2.86M +$269K +2,683 +10%
PFS
37
Prospera Financial Services
Texas
$2.86M -$27.5K -275 -1%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$2.49M +$13.3K +133 +0.5%
HIS
39
Harvest Investment Services
Illinois
$2.33M -$43.4K -434 -2%
AI
40
Atria Investments
North Carolina
$2.32M +$58.5K +584 +3%
Goldman Sachs
41
Goldman Sachs
New York
$2.17M +$2.17M +21,705 New
KPWS
42
Kestra Private Wealth Services
Texas
$2.06M -$1.32M -13,200 -39%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.01M -$246K -2,449 -11%
ARC
44
Advisor Resource Council
Texas
$1.92M +$1.92M +19,185 New
AAS
45
Avantax Advisory Services
Texas
$1.85M +$1.85M +18,335 New
BFC
46
Bedel Financial Consulting
Indiana
$1.81M
Truist Financial
47
Truist Financial
North Carolina
$1.77M +$547K +5,468 +45%
DFA
48
DHJJ Financial Advisors
Illinois
$1.7M -$27K -270 -2%
CWM
49
Cornerstone Wealth Management
Missouri
$1.7M +$223K +2,232 +15%
WWM
50
Western Wealth Management
Colorado
$1.6M +$1.07M +10,617 +202%