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First Trust Mid Cap Core AlphaDEX Fund

157 hedge funds and large institutions have $637M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
61
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIG
76
Kowal Investment Group
Wisconsin
$632K +$33.3K +362 +6%
AWS
77
Atria Wealth Solutions
New York
$628K -$99.8K -1,084 -14%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$625K +$625K +6,784 New
SPIA
79
Steward Partners Investment Advisory
New York
$608K -$92 -1 -0%
WC
80
Waterloo Capital
Texas
$606K +$606K +6,575 New
NA
81
NewEdge Advisors
Louisiana
$595K +$3.96K +43 +0.7%
KWM
82
Kingsview Wealth Management
Oregon
$583K +$583K +6,330 New
TSW
83
Three Seasons Wealth
Utah
$582K +$582K +6,314 New
PA
84
PFG Advisors
Arizona
$567K +$34.4K +374 +6%
IGWM
85
ICA Group Wealth Management
Colorado
$514K +$148K +1,605 +40%
MC
86
Moors & Cabot
Massachusetts
$501K +$33.6K +365 +7%
QPW
87
Quantum Private Wealth
Florida
$494K
GVAG
88
Great Valley Advisor Group
Delaware
$486K -$921 -10 -0.2%
SPC
89
Sigma Planning Corp
Michigan
$485K -$275K -2,980 -36%
VCM
90
Virtue Capital Management
Tennessee
$454K
IF
91
Intrua Financial
Texas
$402K -$34.8K -378 -8%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$400K +$400K +4,339 New
IWN
93
Independent Wealth Network
Iowa
$387K -$60K -651 -13%
CCM
94
Condor Capital Management
New Jersey
$374K -$3.41K -37 -0.9%
HI
95
Harbour Investments
Wisconsin
$364K -$2.76K -30 -0.8%
PEA
96
Park Edge Advisors
Ohio
$363K -$4.61K -50 -1%
EW
97
Element Wealth
Mississippi
$356K -$13.3K -144 -4%
US Bancorp
98
US Bancorp
Minnesota
$356K -$3.59K -39 -1%
BMWM
99
Brown Miller Wealth Management
Virginia
$353K +$353K +3,832 New
NFG
100
Nations Financial Group
Iowa
$347K +$92 +1 +0%