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First Trust Mid Cap Core AlphaDEX Fund

140 hedge funds and large institutions have $524M invested in First Trust Mid Cap Core AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
140
Holders Change
-9
Holders Change %
-6.04%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
55
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$98M 1,170,957 -45,922 -4%
Wells Fargo
2
Wells Fargo
California
$68.8M 821,839 +43,989 +6%
LPL Financial
3
LPL Financial
California
$60.4M 722,416 +49,802 +7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$26.8M 319,970 +705 +0.2%
UBS Group
5
UBS Group
Switzerland
$22.7M 271,793 +15,908 +6%
KAS
6
Kestra Advisory Services
Texas
$20M 239,598 +84,946 +55%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.9M 214,133 -2,707 -1%
RJA
8
Raymond James & Associates
Florida
$16.2M 193,977 +15,140 +8%
Bank of America
9
Bank of America
North Carolina
$15.9M 189,535 +32,732 +21%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.5M 161,700 +2,829 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.5M 161,809 +1,026 +0.6%
BRWA
12
B. Riley Wealth Advisors
Florida
$11.2M 133,442 -5,424 -4%
Stifel Financial
13
Stifel Financial
Missouri
$7.93M 94,777 +724 +0.8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.55M 90,283 +5,896 +7%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$6.58M 78,641 +5,275 +7%
First Trust Advisors
16
First Trust Advisors
Illinois
$4.91M 58,663 -1,961 -3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.31M 50,251 +378 +0.8%
BAM
18
Bellevue Asset Management
Washington
$4.27M 50,779 +683 +1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$4.13M 49,375 -1,917 -4%
CPIG
20
Chicago Partners Investment Group
Illinois
$3.95M 42,648 +2,326 +6%
SCA
21
Snowden Capital Advisors
New York
$3.69M 44,108 +703 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.69M 44,082 -2,555 -5%
DADC
23
D.A. Davidson & Co
Montana
$3.51M 41,930 +25,461 +155%
PAG
24
Private Advisor Group
New Jersey
$3.39M 40,537 +3,486 +9%
LI
25
LVZ Inc
Michigan
$3.19M 38,146 +1,263 +3%