FNX icon

First Trust Mid Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $643M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
50
Reduced
63
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$1.3M -$126K -1,312 -9%
JWCA
52
J.W. Cole Advisors
Florida
$1.27M -$15.2K -158 -1%
CAN
53
Cetera Advisor Networks
California
$1.25M -$1.12M -11,615 -47%
TFA
54
Transamerica Financial Advisors
Florida
$1.23M +$725K +7,530 +143%
OC
55
Oppenheimer & Co
New York
$1.21M -$1.06K -11 -0.1%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.16M +$275K +2,853 +31%
SI
57
Stephens Inc
Arkansas
$1.13M
SIAP
58
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.1M +$11.1K +115 +1%
PSF
59
Pacific Sun Financial
California
$1.02M +$1.02M +11,389 New
PCS
60
Personal CFO Solutions
New Jersey
$974K +$167K +1,730 +21%
KWS
61
Keystone Wealth Services
California
$943K -$10.2K -106 -1%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$920K -$29.9K -310 -3%
Goldman Sachs
63
Goldman Sachs
New York
$906K +$906K +9,404 New
FTUS
64
Flow Traders U.S.
New York
$887K +$165K +1,717 +23%
EH
65
Equitable Holdings
New York
$827K +$582K +6,045 +238%
IA
66
IFP Advisors
Florida
$827K +$13.7K +142 +2%
SPC
67
Sigma Planning Corp
Michigan
$794K -$1.71M -17,736 -68%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$779K -$422K -4,379 -35%
AWS
69
Atria Wealth Solutions
New York
$762K -$894K -9,285 -54%
SEP
70
Southland Equity Partners
Missouri
$686K -$7.71K -80 -1%
SPIA
71
Steward Partners Investment Advisory
New York
$636K -$87.5K -908 -12%
KIG
72
Kowal Investment Group
Wisconsin
$626K -$1.06K -11 -0.2%
AA
73
AlphaMark Advisors
Kentucky
$623K +$286K +2,975 +85%
NA
74
NewEdge Advisors
Louisiana
$618K +$5.88K +61 +1%
PA
75
PFG Advisors
Arizona
$557K -$53.9K -560 -9%