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First Trust Mid Cap Core AlphaDEX Fund

124 hedge funds and large institutions have $506M invested in First Trust Mid Cap Core AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+13
Holders Change %
+11.71%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
43
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$120M 1,279,145 +204,886 +19%
Wells Fargo
2
Wells Fargo
California
$63.4M 675,703 +54,974 +9%
LPL Financial
3
LPL Financial
California
$60.5M 644,457 +161,427 +33%
UBS Group
4
UBS Group
Switzerland
$22.9M 244,211 -44,184 -15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.2M 193,717 -2,889 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16M 170,658 -23,250 -12%
KAS
7
Kestra Advisory Services
Texas
$15.7M 166,917 +20,904 +14%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.7M 124,281 +10,720 +9%
RJA
9
Raymond James & Associates
Florida
$11.6M 123,926 +3,642 +3%
BRWA
10
B. Riley Wealth Advisors
Florida
$11.2M 125,907 +10,775 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.1M 118,539 +110,384 +1,354%
Bank of America
12
Bank of America
North Carolina
$9.37M 99,834 -2,550 -2%
Stifel Financial
13
Stifel Financial
Missouri
$9.35M 99,606 -3,826 -4%
MIAN
14
Mariner Independent Advisor Network
Kansas
$6.34M 67,557 +31,311 +86%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$5.85M 62,370 -23,614 -27%
AIA
16
Arrow Investment Advisors
Maryland
$5.73M 61,025 +61,025 New
HWM
17
Holloway Wealth Management
Florida
BAM
18
Bellevue Asset Management
Washington
$5.5M 58,372 +16,224 +38%
PAG
19
Private Advisor Group
New Jersey
$4.73M 50,415 +18,809 +60%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$4.61M 49,163 +1,505 +3%
HI
21
Harbour Investments
Wisconsin
$4.22M 44,983 +44,983 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.17M 44,494 -3,475 -7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.54M 37,747 -320 -0.8%
CPIG
24
Chicago Partners Investment Group
Illinois
$3.28M 33,164 +1,907 +6%
SCA
25
Snowden Capital Advisors
New York
$3.23M 34,425 -1,377 -4%