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First Trust Mid Cap Core AlphaDEX Fund

191 hedge funds and large institutions have $820M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
66
Reduced
61
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$6.29M -$986K -8,523 -14%
First Trust Advisors
27
First Trust Advisors
Illinois
$5.42M -$256K -2,216 -5%
FH
28
FWG Holdings
Florida
$4.81M +$78K +656 +2%
KPWS
29
Kestra Private Wealth Services
Texas
$4.67M -$273K -2,355 -6%
AI
30
Atria Investments
North Carolina
$4.5M +$126K +1,086 +3%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$4.33M +$162K +1,397 +4%
BRWA
32
B. Riley Wealth Advisors
Florida
$4.29M -$2.23M -19,251 -34%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.03M +$3.59M +31,014 +816%
WWM
34
Western Wealth Management
Colorado
$3.98M +$1.46M +12,599 +58%
SWP
35
Stratos Wealth Partners
Ohio
$3.94M +$328K +2,833 +9%
PFS
36
Prospera Financial Services
Texas
$3.83M -$359K -3,102 -9%
PWH
37
Priebe Wealth Holdings
Minnesota
$3.75M +$186K +1,608 +5%
GS
38
GTS Securities
New York
$3.45M -$985K -8,511 -22%
CWA
39
Crux Wealth Advisors
California
$3.13M +$3.13M +27,054 New
AAS
40
Avantax Advisory Services
Texas
$3.11M +$58.7K +507 +2%
PAG
41
Private Advisor Group
New Jersey
$3.1M -$12.8K -111 -0.4%
Citadel Advisors
42
Citadel Advisors
Florida
$2.87M +$2.87M +24,801 New
S4W
43
Solutions 4 Wealth
Texas
$2.48M +$2.31K +20 +0.1%
SCA
44
Snowden Capital Advisors
New York
$2.43M -$42.6K -368 -2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.39M -$159K -1,371 -6%
Truist Financial
46
Truist Financial
North Carolina
$2.21M -$112K -964 -5%
Comerica Bank
47
Comerica Bank
Texas
$2.19M +$21.9K +189 +1%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$1.04M +8,962 +93%
CFG
49
Citizens Financial Group
Rhode Island
$2.11M +$3.01K +26 +0.1%
BFC
50
Bedel Financial Consulting
Indiana
$2.04M