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First Trust Mid Cap Core AlphaDEX Fund

104 hedge funds and large institutions have $370M invested in First Trust Mid Cap Core AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
46
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.9M 1,185,680 -7,429 -0.6%
Wells Fargo
2
Wells Fargo
California
$56.4M 858,853 -21,489 -2%
UBS Group
3
UBS Group
Switzerland
$41.3M 628,440 +3,609 +0.6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$24M 365,503 -2,419 -0.7%
LPL Financial
5
LPL Financial
California
$20.8M 315,844 +16,793 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12M 182,173 +13,590 +8%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$11.5M 174,513 +6,078 +4%
Bank of America
8
Bank of America
North Carolina
$11.4M 172,955 -41,122 -19%
Stifel Financial
9
Stifel Financial
Missouri
$8.13M 123,771 -76,490 -38%
CCM
10
Condor Capital Management
New Jersey
$7.6M 115,703 +1,398 +1%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.96M 105,936 -8,985 -8%
RJA
12
Raymond James & Associates
Florida
$6.51M 99,069 +6,184 +7%
HFS
13
HL Financial Services
Kentucky
$5.01M 76,286 -1,890 -2%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$4.97M 75,548 +74,640 +8,220%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.64M 70,531 +1,251 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.52M 68,847 +4,029 +6%
Jane Street
17
Jane Street
New York
$3.43M 52,228 +25,399 +95%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.94M 44,758 +3,686 +9%
Ameriprise
19
Ameriprise
Minnesota
$2.77M 42,012 -1,603 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.69M 40,938 +18,685 +84%
SCA
21
Snowden Capital Advisors
New York
$2.51M 38,143 +741 +2%
CCA
22
Clearwater Capital Advisors
Illinois
$2.46M 37,373 +818 +2%
FAAS
23
First Allied Advisory Services
California
$2.13M 32,448 +4,193 +15%
SIAP
24
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.11M 32,155 +1,100 +4%
TFA
25
Transamerica Financial Advisors
Florida
$2M 30,445 -9,338 -23%