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First Trust Mid Cap Core AlphaDEX Fund

140 hedge funds and large institutions have $605M invested in First Trust Mid Cap Core AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
25
Increased
63
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M 1,279,061 -84 -0%
LPL Financial
2
LPL Financial
California
$70.5M 704,322 +59,865 +9%
Wells Fargo
3
Wells Fargo
California
$69.9M 698,574 +22,871 +3%
UBS Group
4
UBS Group
Switzerland
$24.7M 246,975 +2,764 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.3M 232,879 +39,162 +20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21.2M 211,587 +40,929 +24%
KAS
7
Kestra Advisory Services
Texas
$19M 189,986 +23,069 +14%
RJA
8
Raymond James & Associates
Florida
$17.3M 172,564 +48,638 +39%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.6M 155,302 +31,021 +25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.1M 131,117 +12,578 +11%
BRWA
11
B. Riley Wealth Advisors
Florida
$12.7M 130,167 +4,260 +3%
Bank of America
12
Bank of America
North Carolina
$10.5M 104,666 +4,832 +5%
Stifel Financial
13
Stifel Financial
Missouri
$10.1M 101,292 +1,686 +2%
GSEP
14
Golden State Equity Partners
California
$9.3M 92,879 +92,879 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.15M 71,422 +33,675 +89%
HWM
16
Holloway Wealth Management
Florida
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.36M 63,568 +19,074 +43%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$6.1M 60,902 +11,739 +24%
BAM
19
Bellevue Asset Management
Washington
$6.09M 60,807 +2,435 +4%
PAG
20
Private Advisor Group
New Jersey
$5.95M 59,416 +9,001 +18%
AIA
21
Arrow Investment Advisors
Maryland
$5.88M 58,727 -2,298 -4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$5.81M 58,035 -4,335 -7%
HI
23
Harbour Investments
Wisconsin
$5.5M 54,924 +9,941 +22%
SCA
24
Snowden Capital Advisors
New York
$4.21M 42,051 +7,626 +22%
MIAN
25
Mariner Independent Advisor Network
Kansas
$4.1M 40,910 -26,647 -39%