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First Trust Mid Cap Core AlphaDEX Fund

169 hedge funds and large institutions have $792M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 12 closing their positions.

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
53
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LI
51
LVZ Inc
Michigan
$1.79M -$2.76M -24,344 -61%
AWM
52
Apollon Wealth Management
South Carolina
$1.73M -$300K -2,648 -15%
CAM
53
Cozad Asset Management
Illinois
$1.67M +$113 +1 +0%
NS
54
NBC Securities
Alabama
$1.55M -$133K -1,169 -8%
TFA
55
Transamerica Financial Advisors
Florida
$1.49M +$512K +4,515 +52%
HI
56
Harbour Investments
Wisconsin
$1.43M +$968K +8,535 +208%
Truist Financial
57
Truist Financial
North Carolina
$1.41M -$186K -1,643 -12%
OC
58
Oppenheimer & Co
New York
$1.35M -$9.18K -81 -0.7%
NA
59
NewEdge Advisors
Louisiana
$1.32M -$113K -995 -8%
SI
60
Stephens Inc
Arkansas
$1.31M +$113 +1 +0%
SIAP
61
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.29M +$3.97K +35 +0.3%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.28M -$154K -1,360 -11%
PSF
63
Pacific Sun Financial
California
$1.21M -$19.3K -170 -2%
Citadel Advisors
64
Citadel Advisors
Florida
$1.07M -$1.55M -13,634 -59%
EH
65
Equitable Holdings
New York
$1.05M +$13.3K +117 +1%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$993K +$793 +7 +0.1%
KWS
67
Keystone Wealth Services
California
$971K -$7.6K -67 -0.8%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$938K +$61.9K +546 +7%
MA
69
MONECO Advisors
Connecticut
$880K -$491K -4,334 -36%
AIFAIM
70
American Institute for Advanced Investment Management
Arizona
$872K +$71.1K +627 +9%
Creative Planning
71
Creative Planning
Kansas
$872K -$92.3K -814 -10%
UAG
72
United Advisor Group
Ohio
$863K +$863K +7,616 New
SEP
73
Southland Equity Partners
Missouri
$842K -$7.71K -68 -0.9%
MC
74
Moors & Cabot
Massachusetts
$792K +$107K +946 +16%
SG
75
StoneX Group
New York
$791K -$171K -1,508 -18%