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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 %
TSS
76
Two Sigma Securities
New York
$554K +$554K +5,756 New
QPW
77
Quantum Private Wealth
Florida
$517K
RA
78
RFG Advisory
Alabama
$512K +$7.61K +79 +2%
GVAG
79
Great Valley Advisor Group
Delaware
$509K +$3.37K +35 +0.7%
AIFAIM
80
American Institute for Advanced Investment Management
Arizona
$496K +$496K +5,145 New
MC
81
Moors & Cabot
Massachusetts
$489K +$85K +883 +21%
GSEP
82
Golden State Equity Partners
California
$477K -$3.21M -33,329 -87%
IWN
83
Independent Wealth Network
Iowa
$467K -$14.9K -155 -3%
IF
84
Intrua Financial
Texas
$457K +$385 +4 +0.1%
VCM
85
Virtue Capital Management
Tennessee
$454K -$16.7K -175 -4%
KTC
86
Kistler-Tiffany Companies
Pennsylvania
$449K
CCM
87
Condor Capital Management
New Jersey
$395K -$31.3K -325 -7%
EW
88
Element Wealth
Mississippi
$386K -$2.89K -30 -0.7%
PEA
89
Park Edge Advisors
Ohio
$385K
IGWM
90
ICA Group Wealth Management
Colorado
$383K +$213K +2,211 +125%
HI
91
Harbour Investments
Wisconsin
$383K -$101K -1,051 -21%
US Bancorp
92
US Bancorp
Minnesota
$376K
WHG
93
Westwood Holdings Group
Texas
$371K
NFG
94
Nations Financial Group
Iowa
$363K -$40.1K -416 -10%
CS
95
Comerica Securities
Michigan
$326K -$10.2K -106 -3%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$323K -$20K -208 -6%
AFG
97
ABLE Financial Group
Arizona
$319K +$83.4K +866 +35%
FFA
98
Farther Finance Advisors
California
$313K -$9.25K -96 -3%
RG
99
Rathbones Group
United Kingdom
$302K -$34K -353 -10%
NWMG
100
National Wealth Management Group
Ohio
$294K -$593 -6 -0.2%