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First Trust Mid Cap Core AlphaDEX Fund

179 hedge funds and large institutions have $793M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
179
Holders Change
Holders Change %
0%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
66
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$133M 1,139,113 -40,575 -3%
LPL Financial
2
LPL Financial
California
$106M 902,719 +42,038 +5%
Wells Fargo
3
Wells Fargo
California
$87.7M 748,935 +269 +0%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$34M 289,977 -11,959 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.8M 228,890 -12,054 -5%
UBS Group
6
UBS Group
Switzerland
$26.1M 222,856 -26,307 -11%
RJA
7
Raymond James & Associates
Florida
$24.2M 206,664 -23,004 -10%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$22.5M 191,926 +189,938 +9,554%
KAS
9
Kestra Advisory Services
Texas
$20.5M 175,134 -120,099 -41%
Osaic Holdings
10
Osaic Holdings
Arizona
$20M 170,668 +21,892 +15%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$19.4M 165,610 +31,036 +23%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$18.9M 161,733 -73 -0%
HighTower Advisors
13
HighTower Advisors
Illinois
$15.3M 130,845 -4,666 -3%
Bank of America
14
Bank of America
North Carolina
$15.2M 129,733 +10,224 +9%
Stifel Financial
15
Stifel Financial
Missouri
$10.3M 88,120 +822 +0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.37M 79,960 -41,835 -34%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.28M 70,700 +13,684 +24%
BAM
18
Bellevue Asset Management
Washington
$8.27M 70,631 +43 +0.1%
LWM
19
Lakeridge Wealth Management
Ohio
$8.15M 69,606 +3,860 +6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.37M 62,901 +3,893 +7%
DADC
21
D.A. Davidson & Co
Montana
$7.37M 62,883 -7,146 -10%
BEI
22
Benjamin Edwards Inc
Missouri
$7.11M 60,594 +60,594 New
SA
23
Sanctuary Advisors
Indiana
$7.09M 56,541 +3,147 +6%
PSCM
24
Per Stirling Capital Management
Texas
$7.03M 60,018 +1,936 +3%
CPIG
25
Chicago Partners Investment Group
Illinois
$6.96M 59,909 +1,288 +2%