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First Trust Mid Cap Core AlphaDEX Fund

170 hedge funds and large institutions have $845M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 73 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
41
Reduced
73
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$248M 2,374,416 +1,149,119 +94%
LPL Financial
2
LPL Financial
California
$90.3M 864,584 -8,503 -1%
Wells Fargo
3
Wells Fargo
California
$78.5M 751,618 -104,266 -12%
KAS
4
Kestra Advisory Services
Texas
$31.1M 297,926 -11,146 -4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$31.1M 297,473 -6,310 -2%
UBS Group
6
UBS Group
Switzerland
$28M 268,527 +768 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$26M 248,493 -3,731 -1%
RJA
8
Raymond James & Associates
Florida
$24.4M 233,775 +6,234 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$18.3M 174,815 +8,133 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$16.5M 158,043 +52,473 +50%
HighTower Advisors
11
HighTower Advisors
Illinois
$13.5M 129,366 +11,401 +10%
Stifel Financial
12
Stifel Financial
Missouri
$11.3M 107,740 +571 +0.5%
Bank of America
13
Bank of America
North Carolina
$10.8M 103,433 -3,354 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$9.82M 94,004 -4,547 -5%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$8.05M 77,021 -8,239 -10%
BRWA
16
B. Riley Wealth Advisors
Florida
$7.82M 74,888 +28,320 +61%
DADC
17
D.A. Davidson & Co
Montana
$7.72M 73,923 -29,745 -29%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$7.69M 73,614 -6,647 -8%
BAM
19
Bellevue Asset Management
Washington
$7.13M 68,304 +18,702 +38%
LWM
20
Lakeridge Wealth Management
Ohio
$6.71M 64,215 +64,215 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.08M 58,236 +14,886 +34%
CPIG
22
Chicago Partners Investment Group
Illinois
$5.86M 57,467 +1,418 +3%
GSEP
23
Golden State Equity Partners
California
$5.73M 54,834 -26,225 -32%
KPWS
24
Kestra Private Wealth Services
Texas
$5.46M 52,311 -2,267 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$4.71M 45,099 -362 -0.8%