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First Trust Mid Cap Core AlphaDEX Fund

157 hedge funds and large institutions have $598M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
14
Increased
57
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$305K +$7.36K +82 +2%
FFA
102
Farther Finance Advisors
California
$301K -$32.1K -357 -10%
NW
103
NewEdge Wealth
Pennsylvania
$295K +$295K +3,281 New
Northern Trust
104
Northern Trust
Illinois
$291K +$37.2K +414 +15%
OFS
105
OneAscent Financial Services
Alabama
$288K +$288K +3,196 New
TCWA
106
Ten Capital Wealth Advisors
Washington
$287K -$41.6K -463 -13%
GWP
107
Gateway Wealth Partners
Wisconsin
$276K +$276K +3,068 New
NWMG
108
National Wealth Management Group
Ohio
$260K -$2.18K -25 -0.8%
Creative Planning
109
Creative Planning
Kansas
$252K +$5.85K +65 +2%
HPC
110
HM Payson & Co
Maine
$250K
ASN
111
Advisory Services Network
Georgia
$249K +$12.1K +135 +5%
OPS
112
Orion Portfolio Solutions
Nebraska
$237K +$237K +2,636 New
BCI
113
Brinker Capital Investments
Pennsylvania
$237K +$237K +2,636 New
HNB
114
Huntington National Bank
Ohio
$229K -$48K
EH
115
Equitable Holdings
New York
$229K -$9K -100 -4%
AFG
116
ABLE Financial Group
Arizona
$220K +$220K +2,451 New
FWP
117
FAS Wealth Partners
Kansas
$219K -$810 -9 -0.4%
PVI
118
Pine Valley Investments
New Jersey
$217K +$217K +2,473 New
AF
119
Allworth Financial
California
$216K -$47K -522 -18%
MCM
120
MAI Capital Management
Ohio
$216K
CFGS
121
Concourse Financial Group Securities
Alabama
$216K +$19.7K +219 +10%
WS
122
Wedbush Securities
California
$216K -$12.4K -138 -5%
FHA
123
Flagship Harbor Advisors
Massachusetts
$211K -$5.67K -63 -3%
AAS
124
Ameritas Advisory Services
Nebraska
$210K -$181K -2,013 -46%
CBFP
125
Cedar Brook Financial Partners
Ohio
$203K +$203K +2,256 New