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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.

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 %
PWM
51
Perigon Wealth Management
California
$2.03M +$359 +3 +0%
LI
52
LVZ Inc
Michigan
$1.84M +$4.05K +35 +0.2%
OC
53
Oppenheimer & Co
New York
$1.75M +$281K +2,425 +19%
CAM
54
Cozad Asset Management
Illinois
$1.68M -$9.03K -78 -0.5%
EAM
55
Empirical Asset Management
Massachusetts
$1.64M -$164K -1,414 -9%
OIA
56
OneDigital Investment Advisors
Kansas
$1.58M +$99.4K +859 +7%
KWM
57
Kaydan Wealth Management
Michigan
$1.56M -$113K -977 -7%
PWS
58
Proactive Wealth Strategies
Georgia
$1.48M +$1.16K +10 +0.1%
DFA
59
DHJJ Financial Advisors
Illinois
$1.43M -$48.3K -417 -3%
SI
60
Stephens Inc
Arkansas
$1.31M -$28K -242 -2%
TFA
61
Transamerica Financial Advisors
Florida
$1.3M -$58.9K -509 -4%
PNC
62
Park National Corp
Ohio
$1.3M
PW
63
Potentia Wealth
California
$1.28M +$1.28M +11,039 New
HI
64
Harbour Investments
Wisconsin
$1.26M -$21.5K -186 -2%
NA
65
NewEdge Advisors
Louisiana
$1.23M -$59.1K -511 -5%
PSF
66
Pacific Sun Financial
California
$1.23M -$4.05K -35 -0.3%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$1.21M +$390K +3,368 +48%
SIAP
68
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.18M -$26K -225 -2%
FTUS
69
Flow Traders U.S.
New York
$1.18M +$272K +2,354 +30%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.06M +$49.2K +425 +5%
EH
71
Equitable Holdings
New York
$1.05M -$25.5K -220 -2%
KWS
72
Keystone Wealth Services
California
$980K +$116 +1 +0%
IAA
73
Independent Advisor Alliance
North Carolina
$955K +$955K +8,257 New
MIM
74
Marshall Investment Management
Colorado
$881K +$881K +7,523 New
P
75
&Partners
Tennessee
$864K +$350K +2,990 +68%