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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.

New
Increased
Maintained
Reduced
Closed
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 %
KIG
76
Kowal Investment Group
Wisconsin
$765K +$1.13K +10 +0.1%
PA
77
PFG Advisors
Arizona
$735K -$6.01K -53 -0.8%
TSW
78
Three Seasons Wealth
Utah
$699K
SPC
79
Sigma Planning Corp
Michigan
$693K +$693K +6,112 New
SPIA
80
Steward Partners Investment Advisory
New York
$606K -$91.8K -810 -13%
VCM
81
Virtue Capital Management
Tennessee
$584K +$108 +1 +0%
HSWS
82
Higgins & Schmidt Wealth Strategies
Colorado
$578K -$10.1K -89 -2%
QPW
83
Quantum Private Wealth
Florida
$575K
IGWM
84
ICA Group Wealth Management
Colorado
$563K -$77K -679 -12%
NWMG
85
National Wealth Management Group
Ohio
$495K +$4.08K +36 +0.8%
WEG
86
World Equity Group
Illinois
$491K +$242K +2,131 +97%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$463K -$28.7K -253 -6%
IWN
88
Independent Wealth Network
Iowa
$460K -$8.62K -76 -2%
CCM
89
Condor Capital Management
New Jersey
$458K -$2.15K -19 -0.5%
PEA
90
Park Edge Advisors
Ohio
$444K -$4.19K -37 -0.9%
KWM
91
Kingsview Wealth Management
Oregon
$431K +$14.1K +124 +3%
NFG
92
Nations Financial Group
Iowa
$416K
GVAG
93
Great Valley Advisor Group
Delaware
$413K -$91.2K -805 -18%
RG
94
Rathbones Group
United Kingdom
$411K +$58.2K +513 +16%
US Bancorp
95
US Bancorp
Minnesota
$409K -$28.7K -253 -7%
KAS
96
KPP Advisory Services
Kentucky
$396K +$396K +3,493 New
EW
97
Element Wealth
Mississippi
$396K -$21.3K -188 -5%
BAM
98
Belpointe Asset Management
Nevada
$373K +$106K +931 +39%
IF
99
Intrua Financial
Texas
$350K -$6.8K -60 -2%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$342K -$40.5K -357 -11%