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First Trust Mid Cap Core AlphaDEX Fund

158 hedge funds and large institutions have $621M invested in First Trust Mid Cap Core AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 10 closing their positions.

Holders
158
Holders Change
+22
Holders Change %
+16.18%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
51
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$129M 1,254,603 -4,627 -0.4%
Wells Fargo
2
Wells Fargo
California
$78M 758,098 +31,609 +4%
LPL Financial
3
LPL Financial
California
$76.2M 740,476 +28,855 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.9M 310,502 +44,127 +17%
UBS Group
5
UBS Group
Switzerland
$25.4M 247,250 -6,234 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21.6M 209,817 -6,123 -3%
RJA
7
Raymond James & Associates
Florida
$16.8M 163,033 -2,033 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$16.6M 161,544 +8,530 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.5M 160,345 +10,726 +7%
KAS
10
Kestra Advisory Services
Texas
$15.4M 149,295 -46,161 -24%
BRWA
11
B. Riley Wealth Advisors
Florida
$13.7M 133,031 +1,481 +1%
Bank of America
12
Bank of America
North Carolina
$12.6M 122,221 +12,936 +12%
Stifel Financial
13
Stifel Financial
Missouri
$11M 107,250 -6,545 -6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.23M 80,053 +2,565 +3%
BAM
15
Bellevue Asset Management
Washington
$6.55M 63,652 +1,637 +3%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$5.46M 53,113 -2,534 -5%
AIA
17
Arrow Investment Advisors
Maryland
$5.45M 52,931 -3,402 -6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.68M 45,511 -1,116 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.54M 44,098 +9,984 +29%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.47M 43,456 +334 +0.8%
SCA
21
Snowden Capital Advisors
New York
$4.44M 43,214 -18 -0%
HWM
22
Holloway Wealth Management
Florida
LI
23
LVZ Inc
Michigan
$3.8M 36,950 +2,896 +9%
KWM
24
Kaydan Wealth Management
Michigan
$3.76M 36,586 +36,586 New
CPIG
25
Chicago Partners Investment Group
Illinois
$3.63M 37,603 +3,503 +10%