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First Trust Mid Cap Growth AlphaDEX Fund

89 hedge funds and large institutions have $231M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
32
Reduced
32
Closed
4
Calls
$257K
Puts
Net Calls
+$257K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$53.7K -710 -4%
CAN
27
Cetera Advisor Networks
California
$1.13M +$322K +4,261 +40%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.03M +$180K +2,381 +21%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1M -$5.59M -73,924 -85%
RJA
30
Raymond James & Associates
Florida
$998K +$59.7K +789 +6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$871K +$443K +5,864 +104%
BBA
32
Braun-Bostich & Associates
Pennsylvania
$865K -$264K -3,494 -23%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$817K +$11.3K +150 +1%
Comerica Bank
34
Comerica Bank
Texas
$767K -$33.3K -440 -4%
PWM
35
Purus Wealth Management
California
$736K -$18K -238 -2%
AWAG
36
ARS Wealth Advisors Group
Florida
$711K
CWA
37
Clarus Wealth Advisors
Arizona
$658K -$103K -1,408 -14%
GVAG
38
Great Valley Advisor Group
Delaware
$657K -$5.29K -70 -0.8%
DADC
39
D.A. Davidson & Co
Montana
$649K +$5.14K +68 +0.8%
DWMS
40
Dominguez Wealth Management Solutions
Virginia
$630K -$378 -5 -0.1%
GRP
41
Global Retirement Partners
California
$625K -$2.65K -35 -0.4%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$622K +$25.6K +339 +4%
SFPG
43
Stonebridge Financial Planning Group
Florida
$578K +$15.1K +200 +3%
SWP
44
Stratos Wealth Partners
Ohio
$530K -$3.78K -50 -0.7%
SPC
45
Sigma Planning Corp
Michigan
$496K +$228K +3,020 +85%
Mariner
46
Mariner
Kansas
$493K -$119K -1,570 -19%
EW
47
Element Wealth
Mississippi
$444K -$26.2K -346 -6%
CWM
48
Cornerstone Wealth Management
Missouri
$439K -$9.3K -123 -2%
BPA
49
Beacon Pointe Advisors
California
$416K
IA
50
IFP Advisors
Florida
$396K +$15.3K +202 +4%