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First Trust Mid Cap Core AlphaDEX Fund

179 hedge funds and large institutions have $793M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
179
Holders Change
Holders Change %
0%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
66
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$6.56M 56,319 +3,215 +6%
First Trust Advisors
27
First Trust Advisors
Illinois
$5.75M 49,096 +102 +0.2%
KPWS
28
Kestra Private Wealth Services
Texas
$5.01M 42,729 -336 -0.8%
FH
29
FWG Holdings
Florida
$4.67M 39,795 +1,438 +4%
GS
30
GTS Securities
New York
$4.49M 38,305 +27,434 +252%
AI
31
Atria Investments
North Carolina
$4.43M 37,831 +491 +1%
PFS
32
Prospera Financial Services
Texas
$4.24M 36,178 +1,807 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$4.22M 36,007 +3,556 +11%
SWP
34
Stratos Wealth Partners
Ohio
$3.65M 31,186 +4,519 +17%
PWH
35
Priebe Wealth Holdings
Minnesota
$3.61M 30,796 +1,966 +7%
PAG
36
Private Advisor Group
New Jersey
$3.15M 26,909 -851 -3%
AAS
37
Avantax Advisory Services
Texas
$3.09M 26,362 -888 -3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.58M 22,047 -9,537 -30%
WWM
39
Western Wealth Management
Colorado
$2.55M 21,770 +3,114 +17%
S4W
40
Solutions 4 Wealth
Texas
$2.51M 21,408 +19 +0.1%
SCA
41
Snowden Capital Advisors
New York
$2.5M 21,375 -787 -4%
Truist Financial
42
Truist Financial
North Carolina
$2.35M 20,082 +7,195 +56%
Comerica Bank
43
Comerica Bank
Texas
$2.19M 18,735 -88 -0.5%
CFG
44
Citizens Financial Group
Rhode Island
$2.13M 18,168 +26 +0.1%
PWM
45
Perigon Wealth Management
California
$1.99M 16,978 +468 +3%
BFC
46
Bedel Financial Consulting
Indiana
$1.98M 16,900
LI
47
LVZ Inc
Michigan
$1.86M 15,876 +420 +3%
EAM
48
Empirical Asset Management
Massachusetts
$1.83M 15,586 +9,138 +142%
CAM
49
Cozad Asset Management
Illinois
$1.71M 14,612 -135 -0.9%
KWM
50
Kaydan Wealth Management
Michigan
$1.69M 14,465 -116 -0.8%