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First Trust Mid Cap Growth AlphaDEX Fund

87 hedge funds and large institutions have $238M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
25
Reduced
27
Closed
8
Calls
$252K
Puts
Net Calls
+$252K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Shares
Change %
RA
26
RiverTree Advisors
Florida
$1.06M +$1.06M +15,631 New
BBA
27
Braun-Bostich & Associates
Pennsylvania
$1.02M +$1.02M +14,934 New
RJA
28
Raymond James & Associates
Florida
$846K -$2.33M -34,157 -73%
MML Investors Services
29
MML Investors Services
Massachusetts
$765K -$667K -9,793 -47%
CAN
30
Cetera Advisor Networks
California
$730K +$10.4K +153 +1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$726K +$93.3K +1,370 +15%
Comerica Bank
32
Comerica Bank
Texas
$721K
CWA
33
Clarus Wealth Advisors
Arizona
$690K +$690K +10,410 New
PWM
34
Purus Wealth Management
California
$680K -$15.9K -234 -2%
AWAG
35
ARS Wealth Advisors Group
Florida
$641K -$69.1K -1,014 -10%
GVAG
36
Great Valley Advisor Group
Delaware
$596K +$272 +4 +0%
DADC
37
D.A. Davidson & Co
Montana
$581K -$8.04K -118 -1%
DWMS
38
Dominguez Wealth Management Solutions
Virginia
$568K -$4.22K -62 -0.7%
Mariner
39
Mariner
Kansas
$551K -$101K -1,481 -15%
GRP
40
Global Retirement Partners
California
$548K +$478K +7,244 +687%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$537K -$1.77M -26,024 -77%
SFPG
42
Stonebridge Financial Planning Group
Florida
$507K
SWP
43
Stratos Wealth Partners
Ohio
$481K -$2.25K -33 -0.5%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$469K +$469K +6,890 New
EW
45
Element Wealth
Mississippi
$423K -$20.9K -307 -5%
CWM
46
Cornerstone Wealth Management
Missouri
$404K
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$386K -$373K -5,483 -49%
IWC
48
Integrated Wealth Concepts
Massachusetts
$382K +$22.1K +325 +6%
BPA
49
Beacon Pointe Advisors
California
$375K
CPA
50
Clear Point Advisors
New York
$363K +$363K +5,326 New