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First Trust Mid Cap Core AlphaDEX Fund

157 hedge funds and large institutions have $637M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
61
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
101
RFG Advisory
Alabama
$326K -$164K -1,777 -33%
KAS
102
KPP Advisory Services
Kentucky
$322K +$322K +3,493 New
CS
103
Comerica Securities
Michigan
$309K -$2.4K -26 -0.8%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$309K +$645 +7 +0.2%
RG
105
Rathbones Group
United Kingdom
$296K +$7K +76 +2%
WHG
106
Westwood Holdings Group
Texas
$268K -$86.9K -944 -24%
NWMG
107
National Wealth Management Group
Ohio
$268K -$6.17K -67 -2%
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$267K
AAS
109
Ameritas Advisory Services
Nebraska
$262K +$43K +477 +20%
FFA
110
Farther Finance Advisors
California
$257K -$41.6K -452 -14%
TC
111
TownSquare Capital
Utah
$249K +$249K +2,708 New
RJT
112
Raymond James Trust
Florida
$234K
ASN
113
Advisory Services Network
Georgia
$224K
FWP
114
FAS Wealth Partners
Kansas
$224K
AF
115
Allworth Financial
California
$221K +$92 +1 +0%
PTC
116
Private Trust Company
Ohio
$219K +$1.2K +13 +0.5%
WS
117
Wedbush Securities
California
$219K +$2.12K +23 +1%
BAM
118
Belpointe Asset Management
Nevada
$214K +$214K +2,320 New
BMCM
119
Burns Matteson Capital Management
New York
$211K +$211K +2,292 New
HPC
120
HM Payson & Co
Maine
$209K -$46.1K -500 -18%
CBFP
121
Cedar Brook Financial Partners
Ohio
$209K +$368 +4 +0.2%
MCM
122
MAI Capital Management
Ohio
$205K
IA
123
IFP Advisors
Florida
$192K -$599K -6,503 -76%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$166K +$99.2K +1,077 +148%
GWM
125
Geneos Wealth Management
Colorado
$155K