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First Trust Mid Cap Core AlphaDEX Fund

92 hedge funds and large institutions have $344M invested in First Trust Mid Cap Core AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
33
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.8M 1,193,109 +50,548 +4%
Wells Fargo
2
Wells Fargo
California
$54.5M 880,342 -149,658 -15%
UBS Group
3
UBS Group
Switzerland
$38.7M 624,831 +4,514 +0.7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.8M 367,922 -3,967 -1%
LPL Financial
5
LPL Financial
California
$18.5M 299,051 -18,610 -6%
Bank of America
6
Bank of America
North Carolina
$13.2M 214,077 +27,500 +15%
Stifel Financial
7
Stifel Financial
Missouri
$12.4M 200,261 +1,741 +0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.4M 168,583 +28,103 +20%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$10.4M 168,435 -2,952 -2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$7.11M 114,921 +30,824 +37%
CCM
11
Condor Capital Management
New Jersey
$7.07M 114,305 +3,789 +3%
RJA
12
Raymond James & Associates
Florida
$5.75M 92,885 +2,143 +2%
HFS
13
HL Financial Services
Kentucky
$4.84M 78,176 -6,830 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.29M 69,280 -2,980 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.01M 64,818 -1,234 -2%
Ameriprise
16
Ameriprise
Minnesota
$2.7M 43,615 -70,819 -62%
First Trust Advisors
17
First Trust Advisors
Illinois
$2.54M 41,072 +2,450 +6%
IH
18
IFC Holdings
Florida
$2.47M 39,953 +3,426 +9%
TFA
19
Transamerica Financial Advisors
Florida
$2.46M 39,783 -4,730 -11%
SCA
20
Snowden Capital Advisors
New York
$2.31M 37,402 +1,882 +5%
CCA
21
Clearwater Capital Advisors
Illinois
$2.28M 36,555 +2,528 +7%
SIAP
22
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.92M 31,055 +300 +1%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.91M 30,778 +1,443 +5%
FAAS
24
First Allied Advisory Services
California
$1.75M 28,255 -44,569 -61%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$1.68M 27,204 -3,016 -10%