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First Trust Mid Cap Core AlphaDEX Fund

118 hedge funds and large institutions have $443M invested in First Trust Mid Cap Core AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
49
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.3M 1,422,092 -61,443 -4%
Wells Fargo
2
Wells Fargo
California
$64M 953,899 +47,127 +5%
UBS Group
3
UBS Group
Switzerland
$38.9M 580,690 -194,658 -25%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$36.5M 545,017 +107,545 +25%
LPL Financial
5
LPL Financial
California
$28.9M 430,858 +66,318 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.3M 258,315 +24,897 +11%
Stifel Financial
7
Stifel Financial
Missouri
$16.7M 249,861 +129,468 +108%
Bank of America
8
Bank of America
North Carolina
$14.8M 221,385 -32,949 -13%
RJA
9
Raymond James & Associates
Florida
$14.1M 210,063 +29,204 +16%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$8.99M 134,072 +7,725 +6%
CCM
11
Condor Capital Management
New Jersey
$8.11M 120,965 +1,881 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$6.51M 97,133 +7,004 +8%
HFS
13
HL Financial Services
Kentucky
$5.97M 88,970 +12,782 +17%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.41M 80,748 +14,904 +23%
Ameriprise
15
Ameriprise
Minnesota
$4.7M 70,140 +4,636 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.62M 68,924 +825 +1%
AG
17
Advisor Group
Arizona
$4.18M 62,375 +2,009 +3%
HSA
18
HBK Sorce Advisory
Pennsylvania
$3.79M 56,500 +4,864 +9%
SCA
19
Snowden Capital Advisors
New York
$3.36M 50,094 +2,529 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.26M 48,627 +13,645 +39%
DADC
21
D.A. Davidson & Co
Montana
$2.52M 38,273 +1,013 +3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.4M 35,759 +3,552 +11%
CP
23
Camelot Portfolios
Ohio
$2.29M 34,214 +21,198 +163%
BTS
24
BB&T Securities
Virginia
$2.28M 34,021 +15,077 +80%
SIAP
25
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.23M 33,282 +20 +0.1%