FNX icon

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 %
SEP
76
Southland Equity Partners
Missouri
$848K -$10.5K -91 -1%
Creative Planning
77
Creative Planning
Kansas
$844K +$34.9K +302 +4%
UAG
78
United Advisor Group
Ohio
$830K +$1.27K +11 +0.2%
GWSG
79
GPS Wealth Strategies Group
Colorado
$746K -$22.6K -195 -3%
VF
80
Virtu Financial
New York
$729K +$729K +6,298 New
Lido Advisors
81
Lido Advisors
California
$712K +$712K +6,151 New
TSW
82
Three Seasons Wealth
Utah
$692K -$4.17K -36 -0.6%
SPC
83
Sigma Planning Corp
Michigan
$679K -$16K -138 -2%
IWM
84
IHT Wealth Management
Illinois
$674K -$237K -2,046 -26%
SPIA
85
Steward Partners Investment Advisory
New York
$642K -$1.27K -11 -0.2%
PA
86
PFG Advisors
Arizona
$639K -$15.5K -134 -2%
RG
87
Rathbones Group
United Kingdom
$628K +$21.4K +185 +4%
MA
88
MONECO Advisors
Connecticut
$628K -$232K -2,001 -27%
AIFAIM
89
American Institute for Advanced Investment Management
Arizona
$624K -$275K -2,374 -31%
HSWS
90
Higgins & Schmidt Wealth Strategies
Colorado
$586K +$347 +3 +0.1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$581K -$438K -3,786 -43%
FHC
92
First Heartland Consultants
Missouri
$541K -$42.1K -364 -7%
QPW
93
Quantum Private Wealth
Florida
$540K
AWM
94
Apollon Wealth Management
South Carolina
$522K +$2.2K +19 +0.4%
WIC
95
Woodmont Investment Counsel
Tennessee
$497K +$141K +1,220 +40%
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$480K
IWN
97
Independent Wealth Network
Iowa
$463K -$6.02K -52 -1%
CCM
98
Condor Capital Management
New Jersey
$460K -$7.52K -65 -2%
Mariner
99
Mariner
Kansas
$442K -$23.7K -205 -5%
AAP
100
Arax Advisory Partners
Colorado
$438K +$438K +3,783 New