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First Trust Mid Cap Core AlphaDEX Fund

157 hedge funds and large institutions have $598M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
14
Increased
57
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
51
Kaydan Wealth Management
Michigan
$1.51M -$254K -2,822 -14%
PWM
52
Perigon Wealth Management
California
$1.47M -$12.1K -135 -0.8%
IWC
53
Integrated Wealth Concepts
Massachusetts
$1.44M +$140K +1,552 +11%
CFG
54
Citizens Financial Group
Rhode Island
$1.37M +$1.35K +15 +0.1%
CAM
55
Cozad Asset Management
Illinois
$1.34M +$87.5K +973 +7%
AWM
56
AE Wealth Management
Kansas
$1.33M +$194K +2,156 +17%
AWM
57
Apollon Wealth Management
South Carolina
$1.33M -$38.6K -429 -3%
JWCA
58
J.W. Cole Advisors
Florida
$1.2M +$273K +3,039 +30%
IWM
59
Iams Wealth Management
Nebraska
$1.19M +$285K +3,222 +31%
PFA
60
Pinnacle Family Advisors
Missouri
$1.15M +$934K +10,383 +427%
OC
61
Oppenheimer & Co
New York
$1.13M -$8.46K -94 -0.7%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1.12M +$978K +10,868 +680%
SI
63
Stephens Inc
Arkansas
$1.06M -$165K -1,836 -14%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.03M +$353K +3,925 +52%
SIAP
65
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.02M
KWS
66
Keystone Wealth Services
California
$890K -$40.8K -454 -4%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$887K -$346K -3,841 -28%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$827K -$1.98M -22,031 -71%
PCS
69
Personal CFO Solutions
New Jersey
$754K +$97.2K +1,080 +15%
SPIA
70
Steward Partners Investment Advisory
New York
$676K -$21.3K -237 -3%
FTUS
71
Flow Traders U.S.
New York
$674K -$674K -7,497 -50%
SEP
72
Southland Equity Partners
Missouri
$648K +$720 +8 +0.1%
KIG
73
Kowal Investment Group
Wisconsin
$585K +$12.3K +137 +2%
IA
74
IFP Advisors
Florida
$580K -$695K -10,110 -54%
NA
75
NewEdge Advisors
Louisiana
$572K +$218K +2,420 +61%