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First Trust Mid Cap Core AlphaDEX Fund

140 hedge funds and large institutions have $524M invested in First Trust Mid Cap Core AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-9
Holders Change %
-6.04%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
55
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
126
MUFG Americas
New York
$17K
BWA
127
BDO Wealth Advisors
Florida
$14K
FHA
128
First Horizon Advisors
Tennessee
$13K +$13K +167 New
SPWG
129
Sage Private Wealth Group
Illinois
$11K +$87 +1 +0.8%
PTC
130
Private Trust Company
Ohio
$11K +$11K +132 New
HWA
131
HHM Wealth Advisors
Tennessee
$10K +$10K +119 New
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$9K
CCM
133
Covington Capital Management
California
$9K
LFG
134
Larson Financial Group
Missouri
$9K
KA
135
Kozak & Associates
Colorado
$8K
WWM
136
Wagner Wealth Management
South Carolina
$7K +$7K +78 New
GWSG
137
GPS Wealth Strategies Group
Colorado
$5K
APC
138
Aspire Private Capital
North Carolina
$4K
TAM
139
Tucker Asset Management
Colorado
$3.6K -$837 -10 -19%
AWM
140
Avior Wealth Management
Nebraska
$2K -$444 -6 -18%
BlackRock
141
BlackRock
New York
$1K
Ameriprise
142
Ameriprise
Minnesota
-$367K -3,737 Closed
CRI
143
Colonial River Investments
Virginia
-$337K -3,436 Closed
Goldman Sachs
144
Goldman Sachs
New York
-$313K -3,194 Closed
VWA
145
V Wealth Advisors
Kansas
-$301K -3,072 Closed
UCFA
146
United Capital Financial Advisors
Texas
-$293K -2,984 Closed
C
147
CEDRUS
Colorado
-$259K -2,637 Closed
WS
148
Wedbush Securities
California
-$238K -2,428 Closed
CFA
149
Cahill Financial Advisors
Minnesota
-$228K -2,325 Closed
Creative Planning
150
Creative Planning
Kansas
-$221K -2,249 Closed