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First Trust Mid Cap Core AlphaDEX Fund

82 hedge funds and large institutions have $307M invested in First Trust Mid Cap Core AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.3M 1,103,452 +18,184 +2%
Wells Fargo
2
Wells Fargo
California
$54.8M 1,036,682 +132,665 +15%
UBS Group
3
UBS Group
Switzerland
$40M 757,040 +6,010 +0.8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17M 320,987 -7,261 -2%
RJA
5
Raymond James & Associates
Florida
$14M 264,398 +91,051 +53%
LPL Financial
6
LPL Financial
California
$13.5M 258,421 -22,441 -8%
Stifel Financial
7
Stifel Financial
Missouri
$9.69M 183,505 -6,611 -3%
Bank of America
8
Bank of America
North Carolina
$9.12M 172,582 -19,273 -10%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$9.05M 171,283 +2,020 +1%
BTS
10
BB&T Securities
Virginia
$8.15M 154,268 -1,733 -1%
AIM
11
Astor Investment Management
Illinois
$8.1M 153,308 -27,217 -15%
Ameriprise
12
Ameriprise
Minnesota
$5.2M 98,420 -2,742 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.77M 90,229 +12,977 +17%
HFS
14
HL Financial Services
Kentucky
$4.66M 88,137 +2,510 +3%
TFA
15
Transamerica Financial Advisors
Florida
$4.35M 82,344 +18,612 +29%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.7M 69,939 -1,985 -3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.4M 64,321 +64,321 New
LPT
18
Legacy Private Trust
Wisconsin
$3.27M 61,944 -81,379 -57%
ACM
19
Aviance Capital Management
Florida
$2.78M 52,668 -20,623 -28%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.35M 44,570 +38,582 +644%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.79M 33,900 +6,163 +22%
SI
22
Stephens Inc
Arkansas
$1.65M 31,269 +16,846 +117%
SCA
23
Snowden Capital Advisors
New York
$1.55M 29,351
CCA
24
Clearwater Capital Advisors
Illinois
$1.44M 27,509 +2,366 +9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.4M 26,526 +4,724 +22%