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First Trust Mid Cap Core AlphaDEX Fund

83 hedge funds and large institutions have $296M invested in First Trust Mid Cap Core AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
21
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.8M 1,085,268 -120,750 -10%
Wells Fargo
2
Wells Fargo
California
$45.7M 904,017 -65,574 -7%
UBS Group
3
UBS Group
Switzerland
$37.9M 751,030 -39,097 -5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.6M 328,248 -118,358 -27%
LPL Financial
5
LPL Financial
California
$14.1M 280,862 -374,602 -57%
Bank of America
6
Bank of America
North Carolina
$9.69M 191,855 -15,432 -7%
Stifel Financial
7
Stifel Financial
Missouri
$9.61M 190,116 -2,574 -1%
AIM
8
Astor Investment Management
Illinois
$9.12M 180,525 -27,918 -13%
RJA
9
Raymond James & Associates
Florida
$8.76M 173,347 -16,570 -9%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$8.58M 169,263 -48,314 -22%
BTS
11
BB&T Securities
Virginia
$7.88M 156,001 +141,923 +1,008%
LPT
12
Legacy Private Trust
Wisconsin
$7.24M 143,323 +47,789 +50%
CCM
13
Condor Capital Management
New Jersey
$5.49M 108,684 -1,936 -2%
Ameriprise
14
Ameriprise
Minnesota
$5.17M 101,162 +47,799 +90%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.73M 93,534 -2,313 -2%
HFS
16
HL Financial Services
Kentucky
$4.33M 85,627 +785 +0.9%
VFS
17
VSR Financial Services
Kansas
$4.24M 83,874 +70,347 +520%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.9M 77,252 -107,239 -58%
ACM
19
Aviance Capital Management
Florida
$3.7M 73,291 -15,984 -18%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.63M 71,924 +20,205 +39%
TFA
21
Transamerica Financial Advisors
Florida
$3.22M 63,732 +8,387 +15%
SCA
22
Snowden Capital Advisors
New York
$1.48M 29,351 -9,278 -24%
Goldman Sachs
23
Goldman Sachs
New York
$1.47M 29,017 -17,517 -38%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.4M 27,737 +9,696 +54%
AG
25
Advisor Group
Arizona
$1.28M 25,423 +25,423 New