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First Trust Mid Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $643M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 18 closing their positions.

Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
50
Reduced
63
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$118M 1,222,771 +97,761 +9%
LPL Financial
2
LPL Financial
California
$83.6M 867,798 +33,925 +4%
Wells Fargo
3
Wells Fargo
California
$73.7M 765,292 +62,913 +9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.9M 372,731 -16,945 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.1M 291,761 +59,101 +25%
RJA
6
Raymond James & Associates
Florida
$25.7M 266,339 +53,307 +25%
UBS Group
7
UBS Group
Switzerland
$25.1M 261,082 +404 +0.2%
KAS
8
Kestra Advisory Services
Texas
$22.6M 234,126 -5,453 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$13.6M 140,718 -2,988 -2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$12.8M 133,060 +2,275 +2%
HighTower Advisors
11
HighTower Advisors
Illinois
$10.8M 112,450 +6,327 +6%
Bank of America
12
Bank of America
North Carolina
$10.4M 108,333 -21,879 -17%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$9.53M 98,957 -10,342 -9%
BRWA
14
B. Riley Wealth Advisors
Florida
$8.94M 92,771 -21,754 -19%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$8.46M 87,821 -6,513 -7%
Stifel Financial
16
Stifel Financial
Missouri
$7.62M 79,106 -2,023 -2%
FH
17
FWG Holdings
Florida
$7.09M 71,085 +2,248 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.67M 69,288 +4,792 +7%
KPWS
19
Kestra Private Wealth Services
Texas
$5.55M 57,607 +30,929 +116%
DADC
20
D.A. Davidson & Co
Montana
$5.37M 55,801 -771 -1%
CPIG
21
Chicago Partners Investment Group
Illinois
$5.3M 53,434 +5,016 +10%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.23M 54,260 -7,018 -11%
BAM
23
Bellevue Asset Management
Washington
$4.9M 50,922 +645 +1%
SCA
24
Snowden Capital Advisors
New York
$4.68M 48,581 +993 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$4.36M 45,277 +102 +0.2%