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First Trust Mid Cap Core AlphaDEX Fund

191 hedge funds and large institutions have $820M invested in First Trust Mid Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 11 closing their positions.

Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
66
Reduced
61
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$131M 1,131,499 -7,614 -0.7%
LPL Financial
2
LPL Financial
California
$108M 930,345 +27,626 +3%
Wells Fargo
3
Wells Fargo
California
$86.5M 747,649 -1,286 -0.2%
Raymond James Financial
4
Raymond James Financial
Florida
$58.8M 507,963 +507,963 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.7M 248,407 +19,517 +9%
UBS Group
6
UBS Group
Switzerland
$24.5M 211,995 -10,861 -5%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$22.9M 197,940 +6,014 +3%
KAS
8
Kestra Advisory Services
Texas
$21.7M 187,649 +12,515 +7%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$19.6M 169,285 +3,675 +2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$19.2M 166,236 +4,503 +3%
Bank of America
11
Bank of America
North Carolina
$15.4M 133,345 +3,612 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$15M 129,521 -41,147 -24%
HighTower Advisors
13
HighTower Advisors
Illinois
$15M 129,247 -1,598 -1%
AIA
14
AssuredPartners Investment Advisors
Florida
$12.5M 108,171 +108,171 New
TCTWM
15
Three Cord True Wealth Management
Pennsylvania
$12.4M 107,080 +107,080 New
Stifel Financial
16
Stifel Financial
Missouri
$9.98M 86,209 -1,911 -2%
LWM
17
Lakeridge Wealth Management
Ohio
$8.21M 70,906 +1,300 +2%
BAM
18
Bellevue Asset Management
Washington
$8.18M 70,732 +101 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.14M 70,307 -393 -0.6%
PSCM
20
Per Stirling Capital Management
Texas
$7.22M 62,420 +2,402 +4%
CPIG
21
Chicago Partners Investment Group
Illinois
$7.03M 60,268 +359 +0.6%
DADC
22
D.A. Davidson & Co
Montana
$6.88M 59,411 -3,472 -6%
SA
23
Sanctuary Advisors
Indiana
$6.85M 56,404 -137 -0.2%
BEI
24
Benjamin Edwards Inc
Missouri
$6.5M 56,031 -4,563 -8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.36M 54,927 -25,033 -31%