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First Trust Mid Cap Core AlphaDEX Fund

169 hedge funds and large institutions have $792M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 12 closing their positions.

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
53
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$135M 1,187,314 -1,187,102 -50%
LPL Financial
2
LPL Financial
California
$96.3M 849,228 -15,356 -2%
Wells Fargo
3
Wells Fargo
California
$85.9M 757,975 +6,357 +0.8%
KAS
4
Kestra Advisory Services
Texas
$39.2M 345,678 +47,752 +16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34.1M 300,782 +3,309 +1%
UBS Group
6
UBS Group
Switzerland
$28.6M 252,007 -16,520 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25.6M 225,839 -22,654 -9%
KWM
8
Kaydan Wealth Management
Michigan
$24M 211,293 +196,757 +1,354%
RJA
9
Raymond James & Associates
Florida
$23.7M 208,853 -24,922 -11%
Osaic Holdings
10
Osaic Holdings
Arizona
$18.3M 161,628 +3,585 +2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$18.1M 159,726 -15,089 -9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15.8M 138,989 +44,985 +48%
HighTower Advisors
13
HighTower Advisors
Illinois
$15.1M 133,193 +3,827 +3%
Bank of America
14
Bank of America
North Carolina
$12.9M 113,379 +9,946 +10%
CA
15
Cetera Advisors
Colorado
$11.4M 100,450 +76,033 +311%
Stifel Financial
16
Stifel Financial
Missouri
$9.12M 80,488 -27,252 -25%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.74M 77,099 +3,485 +5%
DADC
18
D.A. Davidson & Co
Montana
$8.74M 77,095 +3,172 +4%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$8.59M 75,730 -1,291 -2%
BAM
20
Bellevue Asset Management
Washington
$8.02M 70,732 +2,428 +4%
LWM
21
Lakeridge Wealth Management
Ohio
$7.24M 63,847 -368 -0.6%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$6.66M 59,982 +25,979 +76%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.54M 57,696 -540 -0.9%
CPIG
24
Chicago Partners Investment Group
Illinois
$6.29M 58,272 +805 +1%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$6.25M 55,133 +10,034 +22%