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First Trust Mid Cap Core AlphaDEX Fund

149 hedge funds and large institutions have $597M invested in First Trust Mid Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 22 closing their positions.

Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
56
Reduced
41
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
26
Kaydan Wealth Management
Michigan
$3.42M -$165K -1,683 -5%
HWM
27
Holloway Wealth Management
Florida
$3.28M -$3.89M
GSWM
28
Golden State Wealth Management
California
$3.23M +$104K +1,064 +3%
Truist Financial
29
Truist Financial
North Carolina
$2.98M -$116K -1,183 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.88M -$1.45M -14,798 -34%
PNC
31
Park National Corp
Ohio
$2.82M -$134K -1,361 -5%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.78M +$783K +7,983 +39%
PFS
33
Prospera Financial Services
Texas
$2.61M -$58.9K -600 -2%
AI
34
Atria Investments
North Carolina
$2.48M -$365K -3,716 -13%
WWM
35
Western Wealth Management
Colorado
$2.32M +$1.72M +17,570 +292%
AWS
36
Atria Wealth Solutions
New York
$2.31M +$2.31M +23,532 New
AAS
37
Avantax Advisory Services
Texas
$2.14M +$199K +2,028 +10%
SWP
38
Stratos Wealth Partners
Ohio
$2.13M +$298K +3,036 +16%
KPWS
39
Kestra Private Wealth Services
Texas
$2.01M -$26.3K -268 -1%
SPC
40
Sigma Planning Corp
Michigan
$1.93M +$565K +5,758 +41%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.88M +$148K +1,508 +9%
AF
42
Allworth Financial
California
$1.86M -$133K -1,353 -7%
BFC
43
Bedel Financial Consulting
Indiana
$1.77M
IA
44
IFP Advisors
Florida
$1.74M +$615K +8,645 +55%
Citadel Advisors
45
Citadel Advisors
Florida
$1.7M +$544K +5,536 +47%
PWM
46
Perigon Wealth Management
California
$1.64M +$16.2K +165 +1%
MCC
47
Money Concepts Capital
Florida
$1.63M +$1.12M +11,432 +220%
DFA
48
DHJJ Financial Advisors
Illinois
$1.62M -$20.1K -204 -1%
DADC
49
D.A. Davidson & Co
Montana
$1.62M +$16.2K +165 +1%
TCWM
50
Total Clarity Wealth Management
Illinois
$1.59M -$827K -8,427 -34%