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First Trust Mid Cap Core AlphaDEX Fund

169 hedge funds and large institutions have $792M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
53
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
126
M3 Advisory Group
Massachusetts
$221K +$2.27K +20 +1%
1W
127
1776 Wealth
Georgia
$220K
TB
128
Treynor Bancshares
Iowa
$212K +$212K +1,871 New
BWM
129
BKM Wealth Management
Wisconsin
$211K +$10.4K +92 +5%
GWM
130
Geneos Wealth Management
Colorado
$187K
SWM
131
Spire Wealth Management
Virginia
$126K
GJWM
132
Gilliland Jeter Wealth Management
Arkansas
$119K +$119K +1,051 New
IA
133
IFP Advisors
Florida
$104K -$89.7K -791 -46%
CHC
134
City Holding Co
West Virginia
$93.5K
PS
135
Principal Securities
Iowa
$91.5K
TRCT
136
Tower Research Capital (TRC)
New York
$87K +$27.1K +239 +45%
Citigroup
137
Citigroup
New York
$86.6K
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$82.7K -$122K -1,080 -60%
GRP
139
Global Retirement Partners
California
$75.2K +$113 +1 +0.2%
CA
140
Continuum Advisory
Idaho
$72.5K +$72.5K +650 New
PA
141
PSI Advisors
Florida
$51.9K -$44.9K -396 -46%
CA
142
CoreCap Advisors
Michigan
$51.1K +$51.1K +451 New
HCP
143
Hexagon Capital Partners
Arkansas
$50.7K
SSB
144
Sandy Spring Bank
Maryland
$43.9K
BWP
145
Baldwin Wealth Partners
Massachusetts
$37.4K
HNB
146
Huntington National Bank
Ohio
$34K -$31.3K
KFI
147
Key Financial Inc
Pennsylvania
$32.8K
LC
148
Lindbrook Capital
California
$31.2K
AIM
149
Anchor Investment Management
South Carolina
$31K
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$27.4K +$27.4K +244 New