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First Trust Mid Cap Core AlphaDEX Fund

157 hedge funds and large institutions have $637M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
61
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$113M 1,225,297 +2,526 +0.2%
LPL Financial
2
LPL Financial
California
$80.4M 873,087 +5,289 +0.6%
Wells Fargo
3
Wells Fargo
California
$78.8M 855,884 +90,592 +12%
KAS
4
Kestra Advisory Services
Texas
$28.5M 309,072 +74,946 +32%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$28M 303,783 -68,948 -18%
UBS Group
6
UBS Group
Switzerland
$24.7M 267,759 +6,677 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$23.2M 252,224 -39,537 -14%
RJA
8
Raymond James & Associates
Florida
$21M 227,541 -38,798 -15%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$15.4M 166,682 +33,622 +25%
HighTower Advisors
10
HighTower Advisors
Illinois
$10.9M 117,965 +5,515 +5%
Stifel Financial
11
Stifel Financial
Missouri
$9.87M 107,169 +28,063 +35%
Bank of America
12
Bank of America
North Carolina
$9.84M 106,787 -1,546 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.72M 105,570 -35,148 -25%
DADC
14
D.A. Davidson & Co
Montana
$9.55M 103,668 +47,867 +86%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.08M 98,551 -406 -0.4%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$7.85M 85,260 -2,561 -3%
GSEP
17
Golden State Equity Partners
California
$7.47M 81,059 +76,111 +1,538%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$7.39M 80,261 +10,973 +16%
FH
19
FWG Holdings
Florida
$6.45M 72,518 +1,433 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.4M 58,586 +20,463 +54%
KPWS
21
Kestra Private Wealth Services
Texas
$5.03M 54,578 -3,029 -5%
CPIG
22
Chicago Partners Investment Group
Illinois
$4.86M 56,049 +2,615 +5%
First Trust Advisors
23
First Trust Advisors
Illinois
$4.78M 51,848 +9,497 +22%
BAM
24
Bellevue Asset Management
Washington
$4.56M 49,602 -1,320 -3%
BRWA
25
B. Riley Wealth Advisors
Florida
$4.29M 46,568 -46,203 -50%