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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 %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$437K +$131K +1,130 +43%
Goldman Sachs
102
Goldman Sachs
New York
$428K +$428K +3,696 New
PTC
103
Private Trust Company
Ohio
$422K +$77.8K +672 +23%
TWM
104
TCFG Wealth Management
California
$422K
AG
105
AmeriFlex Group
Nevada
$421K +$421K +3,487 New
MC
106
Moors & Cabot
Massachusetts
$420K +$579 +5 +0.1%
US Bancorp
107
US Bancorp
Minnesota
$418K +$1.5K +13 +0.4%
EWA
108
EverSource Wealth Advisors
Alabama
$403K +$402K +3,472 +28,933%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$401K +$35.8K +309 +10%
KAS
110
KPP Advisory Services
Kentucky
$401K
GVAG
111
Great Valley Advisor Group
Delaware
$394K +$20K +173 +5%
BAM
112
Belpointe Asset Management
Nevada
$394K
NFG
113
Nations Financial Group
Iowa
$385K -$23.5K -203 -6%
WEG
114
World Equity Group
Illinois
$383K +$5.79K +50 +2%
NWMG
115
National Wealth Management Group
Ohio
$382K +$55.7K +481 +17%
AFG
116
ABLE Financial Group
Arizona
$376K +$2.31K +20 +0.6%
EW
117
Element Wealth
Mississippi
$364K -$11.5K -99 -3%
PEA
118
Park Edge Advisors
Ohio
$357K +$926 +8 +0.3%
MQWP
119
Morey & Quinn Wealth Partners
Nebraska
$356K +$356K +3,073 New
CAS
120
Coppell Advisory Solutions
Texas
$347K
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$346K +$106K +915 +44%
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$336K
SG
123
StoneX Group
New York
$332K -$108K -932 -25%
WHG
124
Westwood Holdings Group
Texas
$325K
FFA
125
Farther Finance Advisors
California
$291K -$5.44K -47 -2%