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First Trust Mid Cap Core AlphaDEX Fund

136 hedge funds and large institutions have $590M invested in First Trust Mid Cap Core AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
-4
Holders Change %
-2.86%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
58
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$123M 1,259,230 -19,831 -2%
Wells Fargo
2
Wells Fargo
California
$71M 726,489 +27,915 +4%
LPL Financial
3
LPL Financial
California
$69.5M 711,621 +7,299 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$26M 266,375 +33,496 +14%
UBS Group
5
UBS Group
Switzerland
$24.8M 253,484 +6,509 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21.1M 215,940 +4,353 +2%
KAS
7
Kestra Advisory Services
Texas
$19.1M 195,456 +5,470 +3%
RJA
8
Raymond James & Associates
Florida
$16.1M 165,066 -7,498 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$15M 153,014 -2,288 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.6M 149,619 +18,502 +14%
BRWA
11
B. Riley Wealth Advisors
Florida
$13M 131,550 +1,383 +1%
Stifel Financial
12
Stifel Financial
Missouri
$11.1M 113,795 +12,503 +12%
Bank of America
13
Bank of America
North Carolina
$10.7M 109,285 +4,619 +4%
GSEP
14
Golden State Equity Partners
California
$9.43M 96,497 +3,618 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.57M 77,488 +6,066 +8%
PAG
16
Private Advisor Group
New Jersey
$6.37M 65,215 +5,799 +10%
BAM
17
Bellevue Asset Management
Washington
$6.12M 62,015 +1,208 +2%
AIA
18
Arrow Investment Advisors
Maryland
$5.51M 56,333 -2,394 -4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.44M 55,647 -2,388 -4%
HI
20
Harbour Investments
Wisconsin
$5.36M 54,866 -58 -0.1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.56M 46,627 -14,275 -23%
SCA
22
Snowden Capital Advisors
New York
$4.22M 43,232 +1,181 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.21M 43,122 -20,446 -32%
Citadel Advisors
24
Citadel Advisors
Florida
$3.95M 40,439 +40,439 New
MIAN
25
Mariner Independent Advisor Network
Kansas
$3.69M 37,764 -3,146 -8%