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First Trust Mid Cap Core AlphaDEX Fund

158 hedge funds and large institutions have $621M invested in First Trust Mid Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+22
Holders Change %
+16.18%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
51
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
26
Golden State Wealth Management
California
$3.28M +$2.91M +28,326 +795%
GSEP
27
Golden State Equity Partners
California
$3.28M -$6.65M -64,652 -67%
Truist Financial
28
Truist Financial
North Carolina
$3.25M +$590K +5,742 +22%
PAG
29
Private Advisor Group
New Jersey
$3.17M -$3.54M -34,420 -53%
PNC
30
Park National Corp
Ohio
$3.1M +$86.9K +845 +3%
AI
31
Atria Investments
North Carolina
$2.98M +$542K +5,274 +22%
DWA
32
Dorsey Wright & Associates
California
$2.98M +$42.2K +410 +1%
PFS
33
Prospera Financial Services
Texas
$2.79M -$152K -1,483 -5%
TCWM
34
Total Clarity Wealth Management
Illinois
$2.53M -$916K -8,904 -27%
HI
35
Harbour Investments
Wisconsin
$2.34M -$3.3M -32,078 -58%
KPWS
36
Kestra Private Wealth Services
Texas
$2.13M +$7.71K +75 +0.4%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.1M +$48K +466 +2%
AF
38
Allworth Financial
California
$2.09M +$2.09M +20,275 New
AAS
39
Avantax Advisory Services
Texas
$2.04M +$18.4K +179 +0.9%
SWP
40
Stratos Wealth Partners
Ohio
$1.92M -$538K -5,235 -22%
BFC
41
Bedel Financial Consulting
Indiana
$1.86M
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$175K +1,697 +11%
PWM
43
Perigon Wealth Management
California
$1.71M +$21.3K +207 +1%
DFA
44
DHJJ Financial Advisors
Illinois
$1.69M -$25.8K -254 -2%
DADC
45
D.A. Davidson & Co
Montana
$1.68M +$53.7K +522 +3%
IA
46
IFP Advisors
Florida
$1.63M +$59.7K +579 +4%
CAN
47
Cetera Advisor Networks
California
$1.53M +$30.1K +293 +2%
KWS
48
Keystone Wealth Services
California
$1.5M +$1.5M +14,586 New
SIAP
49
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.47M
SPC
50
Sigma Planning Corp
Michigan
$1.43M -$552K -5,370 -28%