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First Trust Mid Cap Core AlphaDEX Fund

149 hedge funds and large institutions have $597M invested in First Trust Mid Cap Core AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 22 closing their positions.

Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
56
Reduced
41
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$119M 1,216,879 -37,724 -3%
Wells Fargo
2
Wells Fargo
California
$76.3M 777,850 +19,752 +3%
LPL Financial
3
LPL Financial
California
$66M 672,614 -67,862 -9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.3M 319,265 +8,763 +3%
UBS Group
5
UBS Group
Switzerland
$25.1M 255,885 +8,635 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21.3M 216,840 +7,023 +3%
RJA
7
Raymond James & Associates
Florida
$17.5M 178,837 +15,804 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.8M 160,783 +438 +0.3%
Bank of America
9
Bank of America
North Carolina
$15.4M 156,803 +34,582 +28%
KAS
10
Kestra Advisory Services
Texas
$15.2M 154,652 +5,357 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$15M 158,871 -2,673 -2%
BRWA
12
B. Riley Wealth Advisors
Florida
$13.6M 138,866 +5,835 +4%
Stifel Financial
13
Stifel Financial
Missouri
$9.23M 94,053 -13,197 -12%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$8.28M 84,387 +4,334 +5%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$7.2M 73,366 +64,319 +711%
First Trust Advisors
16
First Trust Advisors
Illinois
$5.95M 60,624 +53,135 +710%
GSEP
17
Golden State Equity Partners
California
$5.66M 57,661 +25,816 +81%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$5.03M 51,292 -1,821 -3%
BAM
19
Bellevue Asset Management
Washington
$4.96M 50,096 -13,556 -21%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$4.89M 49,873 +4,362 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.58M 46,637 +3,181 +7%
SCA
22
Snowden Capital Advisors
New York
$4.26M 43,405 +191 +0.4%
PAG
23
Private Advisor Group
New Jersey
$3.64M 37,051 +6,256 +20%
LI
24
LVZ Inc
Michigan
$3.62M 36,883 -67 -0.2%
CPIG
25
Chicago Partners Investment Group
Illinois
$3.6M 40,322 +2,719 +7%