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First Trust Mid Cap Core AlphaDEX Fund

91 hedge funds and large institutions have $339M invested in First Trust Mid Cap Core AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
35
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.6M 1,142,561 -76,184 -6%
Wells Fargo
2
Wells Fargo
California
$61M 1,030,000 -80,484 -7%
UBS Group
3
UBS Group
Switzerland
$36.7M 620,317 +18,221 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22M 371,889 +19,881 +6%
LPL Financial
5
LPL Financial
California
$18.8M 317,661 -1,855 -0.6%
Stifel Financial
6
Stifel Financial
Missouri
$11.8M 198,520 +6,195 +3%
Bank of America
7
Bank of America
North Carolina
$11M 186,577 -18,052 -9%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$10.1M 171,387 +7,198 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.32M 140,480 +7,619 +6%
Ameriprise
10
Ameriprise
Minnesota
$6.77M 114,434 -6,564 -5%
CCM
11
Condor Capital Management
New Jersey
$6.54M 110,516 -1,220 -1%
RJA
12
Raymond James & Associates
Florida
$5.37M 90,742 -47,840 -35%
HFS
13
HL Financial Services
Kentucky
$5.03M 85,006 +2,916 +4%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$4.98M 84,097 +3,235 +4%
FAAS
15
First Allied Advisory Services
California
$4.32M 72,824 +28,594 +65%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.28M 72,260 +1,230 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.91M 66,052 +3,114 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.82M 47,676 -20,894 -30%
TFA
19
Transamerica Financial Advisors
Florida
$2.64M 44,513 -3,937 -8%
First Trust Advisors
20
First Trust Advisors
Illinois
$2.29M 38,622 +2,681 +7%
IH
21
IFC Holdings
Florida
$2.16M 36,527 +36,527 New
SCA
22
Snowden Capital Advisors
New York
$2.1M 35,520 +854 +2%
CCA
23
Clearwater Capital Advisors
Illinois
$2.01M 34,027 +831 +3%
SIAP
24
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.82M 30,755 +3,275 +12%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$1.79M 30,220 +835 +3%