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First Trust Mid Cap Core AlphaDEX Fund

170 hedge funds and large institutions have $845M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
41
Reduced
73
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SG
76
StoneX Group
New York
$887K 8,482 +596 +8%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$807K 7,731 +947 +14%
SEP
78
Southland Equity Partners
Missouri
$783K 7,498 +249 +3%
AIFAIM
79
American Institute for Advanced Investment Management
Arizona
$738K 7,065 -494 -7%
KIG
80
Kowal Investment Group
Wisconsin
$704K 6,737 -122 -2%
PA
81
PFG Advisors
Arizona
$683K 6,534 +373 +6%
TSW
82
Three Seasons Wealth
Utah
$659K 6,314
SPIA
83
Steward Partners Investment Advisory
New York
$643K 6,154 -449 -7%
MC
84
Moors & Cabot
Massachusetts
$631K 6,044 +604 +11%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$627K 6,003 +6,003 New
IGWM
86
ICA Group Wealth Management
Colorado
$590K 5,644 +59 +1%
AWS
87
Atria Wealth Solutions
New York
$571K 5,467 -1,357 -20%
VCM
88
Virtue Capital Management
Tennessee
$547K 5,401 +655 +14%
MW
89
Maia Wealth
Colorado
$542K 5,193 +5,193 New
HSWS
90
Higgins & Schmidt Wealth Strategies
Colorado
$542K 5,187 +5,187 New
QPW
91
Quantum Private Wealth
Florida
$529K 5,069 -299 -6%
JWCA
92
J.W. Cole Advisors
Florida
$510K 4,886 -9,990 -67%
GVAG
93
Great Valley Advisor Group
Delaware
$464K 4,450 -825 -16%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$453K 4,338 -1 -0%
NWMG
95
National Wealth Management Group
Ohio
$452K 4,331 +1,425 +49%
WDL
96
Well Done LLC
Michigan
$445K 4,262 +4,262 New
IWN
97
Independent Wealth Network
Iowa
$432K 4,135 -62 -1%
HI
98
Harbour Investments
Wisconsin
$429K 4,112 +164 +4%
CCM
99
Condor Capital Management
New Jersey
$424K 4,061
PEA
100
Park Edge Advisors
Ohio
$413K 3,950 +5 +0.1%