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First Trust Mid Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $643M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
50
Reduced
63
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIAS
126
PCA Investment Advisory Services
Ohio
$123K -$92.5K -960 -43%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$122K -$14.6K -152 -11%
TWM
128
Tradition Wealth Management
Minnesota
$120K
DWMG
129
DB Wealth Management Group
California
$82.2K
PA
130
PSI Advisors
Florida
$82K +$82K +852 New
CHC
131
City Holding Co
West Virginia
$79.5K
Citigroup
132
Citigroup
New York
$73.6K +$193 +2 +0.3%
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$70.2K
CFD
134
Creative Financial Designs
Indiana
$55.5K -$1.16K -12 -2%
GRP
135
Global Retirement Partners
California
$51.6K -$12.2K -127 -19%
HCP
136
Hexagon Capital Partners
Arkansas
$43.1K
PPWM
137
PFG Private Wealth Management
Florida
$32K +$32K +332 New
BWP
138
Baldwin Wealth Partners
Massachusetts
$31.8K
KFI
139
Key Financial Inc
Pennsylvania
$27.8K
LC
140
Lindbrook Capital
California
$26.5K
AIM
141
Anchor Investment Management
South Carolina
$26.3K
S
142
SignatureFD
Georgia
$25.6K
CAS
143
Coppell Advisory Solutions
Texas
$22.7K -$2.67M -27,925 -99%
SS
144
Sunbelt Securities
Texas
$19.3K +$192 +2 +1%
BWA
145
BDO Wealth Advisors
Florida
$16K
CFGS
146
Concourse Financial Group Securities
Alabama
$14.4K -$217K -2,252 -94%
TCA
147
Trifecta Capital Advisors
Illinois
$12.9K
LFG
148
Larson Financial Group
Missouri
$9.83K
PB
149
Pinnacle Bancorp
Nebraska
$9.63K -$19.3K -200 -67%
KA
150
Kozak & Associates
Colorado
$8.86K +$96 +1 +1%