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First Trust Mid Cap Core AlphaDEX Fund

170 hedge funds and large institutions have $845M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
41
Reduced
73
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
101
Jane Street
New York
$406K 3,888 +3,888 New
US Bancorp
102
US Bancorp
Minnesota
$403K 3,862
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$396K 3,790 +3,790 New
KWM
104
Kingsview Wealth Management
Oregon
$385K 3,681 -2,649 -42%
EW
105
Element Wealth
Mississippi
$384K 3,678 -190 -5%
NFG
106
Nations Financial Group
Iowa
$383K 3,670 -98 -3%
RA
107
RFG Advisory
Alabama
$367K 3,516 -20 -0.6%
Two Sigma Investments
108
Two Sigma Investments
New York
$366K 3,500 +3,500 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$352K 3,369 +11 +0.3%
IF
110
Intrua Financial
Texas
$329K 3,148 -1,215 -28%
RG
111
Rathbones Group
United Kingdom
$325K 3,115 -100 -3%
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$303K 2,900
T
113
Tidemark
California
$297K 2,841 +2,841 New
WHG
114
Westwood Holdings Group
Texas
$294K 2,811 -100 -3%
RJT
115
Raymond James Trust
Florida
$265K 2,541
WS
116
Wedbush Securities
California
$260K 2,486 +108 +5%
AAS
117
Ameritas Advisory Services
Nebraska
$258K 2,451 -457 -16%
FWP
118
FAS Wealth Partners
Kansas
$254K 2,434 +1 +0%
PTC
119
Private Trust Company
Ohio
$249K 2,380
BAM
120
Belpointe Asset Management
Nevada
$247K 2,360 +40 +2%
HPC
121
HM Payson & Co
Maine
$238K 2,274
CAS
122
Coppell Advisory Solutions
Texas
$230K 2,202 -18,187 -89%
WEG
123
World Equity Group
Illinois
$230K 2,201 +2,201 New
CBFP
124
Cedar Brook Financial Partners
Ohio
$227K 2,230 -36 -2%
ASN
125
Advisory Services Network
Georgia
$224K 2,145 -289 -12%