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First Trust Mid Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $643M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
50
Reduced
63
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BBPWM
101
Blue Bell Private Wealth Management
Pennsylvania
$279K +$279K +2,900 New
Creative Planning
102
Creative Planning
Kansas
$268K -$1.93K -20 -0.7%
HPC
103
HM Payson & Co
Maine
$267K
TCWA
104
Ten Capital Wealth Advisors
Washington
$260K -$46.2K -481 -15%
PVI
105
Pine Valley Investments
New Jersey
$252K +$14K +145 +6%
AWM
106
Avior Wealth Management
Nebraska
$250K -$80.4K -835 -24%
HNB
107
Huntington National Bank
Ohio
$245K -$229K
RJT
108
Raymond James Trust
Florida
$245K +$245K +2,541 New
ASN
109
Advisory Services Network
Georgia
$234K -$32.5K -337 -12%
FWP
110
FAS Wealth Partners
Kansas
$234K
AAS
111
Ameritas Advisory Services
Nebraska
$232K +$9.07K +95 +4%
AF
112
Allworth Financial
California
$232K -$96 -1 -0%
KDA
113
Kraft Davis & Associates
Missouri
$230K +$230K +2,343 New
PTC
114
Private Trust Company
Ohio
$228K +$215K +2,235 +1,693%
WS
115
Wedbush Securities
California
$227K -$4.92K -51 -2%
FPWM
116
FSB Premier Wealth Management
Iowa
$226K +$226K +2,342 New
PFA
117
Pinnacle Family Advisors
Missouri
$219K -$1.02M -10,542 -82%
CBFP
118
Cedar Brook Financial Partners
Ohio
$218K +$578 +6 +0.3%
MCM
119
MAI Capital Management
Ohio
$215K -$16.9K -175 -7%
BAWC
120
Boyce & Associates Wealth Consulting
Texas
$206K +$206K +2,134 New
HR
121
Howe & Rusling
New York
$204K +$204K +2,121 New
PWPS
122
Pinnacle Wealth Planning Services
Ohio
$202K +$202K +2,097 New
GWM
123
Geneos Wealth Management
Colorado
$162K +$28.9K +300 +22%
SWM
124
Spire Wealth Management
Virginia
$159K -$35.3K -367 -18%
LOIP
125
Live Oak Investment Partners
Texas
$148K -$118K