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First Trust Mid Cap Core AlphaDEX Fund

157 hedge funds and large institutions have $598M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 14 closing their positions.

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
14
Increased
57
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIAS
126
PCA Investment Advisory Services
Ohio
$201K +$201K +2,234 New
SWM
127
Spire Wealth Management
Virginia
$181K +$129K +1,438 +249%
IGWM
128
ICA Group Wealth Management
Colorado
$159K +$146K +1,619 +1,079%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$128K +$10.4K +116 +9%
GWM
130
Geneos Wealth Management
Colorado
$125K -$9.63K -107 -7%
LOIP
131
Live Oak Investment Partners
Texas
$118K -$115K
TWM
132
Tradition Wealth Management
Minnesota
$112K
BEI
133
Benjamin Edwards Inc
Missouri
$87K -$1.26K -14 -1%
DWMG
134
DB Wealth Management Group
California
$76.7K +$900 +10 +1%
CHC
135
City Holding Co
West Virginia
$74.2K
Citigroup
136
Citigroup
New York
$68.6K
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$65.6K
GRP
138
Global Retirement Partners
California
$58.2K -$422K -4,806 -88%
CFD
139
Creative Financial Designs
Indiana
$52.9K -$16.1K -179 -23%
HCP
140
Hexagon Capital Partners
Arkansas
$40.2K +$19.4K +216 +94%
BWP
141
Baldwin Wealth Partners
Massachusetts
$29.7K
PB
142
Pinnacle Bancorp
Nebraska
$27K
KFI
143
Key Financial Inc
Pennsylvania
$26K
LC
144
Lindbrook Capital
California
$24.7K
AIM
145
Anchor Investment Management
South Carolina
$24.6K
S
146
SignatureFD
Georgia
$23.9K
SS
147
Sunbelt Securities
Texas
$17.6K +$17.6K +199 New
FHA
148
First Horizon Advisors
Tennessee
$15.1K
BWA
149
BDO Wealth Advisors
Florida
$14.9K
TCA
150
Trifecta Capital Advisors
Illinois
$12.1K