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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 %
IA
51
IFP Advisors
Florida
$343K
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$321K
Two Sigma Investments
53
Two Sigma Investments
New York
$293K +$293K +4,300 New
KWS
54
Keystone Wealth Services
California
$286K -$13.6K -200 -5%
WFA
55
WMG Financial Advisors
Tennessee
$285K -$3.88K -57 -1%
MA
56
Mutual Advisors
Nebraska
$272K -$65K -954 -19%
PVI
57
Pine Valley Investments
New Jersey
$262K +$22.3K +328 +9%
1W
58
1776 Wealth
Georgia
$247K
SPC
59
Sigma Planning Corp
Michigan
$241K -$198K -2,905 -45%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$233K +$68 +1 +0%
AAS
61
Avantax Advisory Services
Texas
$230K +$230K +3,382 New
AOG
62
Alpha Omega Group
Virginia
$228K
FAIM
63
Financial Advocates Investment Management
Washington
$226K -$11.5K -169 -5%
KIG
64
Kowal Investment Group
Wisconsin
$223K -$9.47K -139 -4%
ATPW
65
Ashton Thomas Private Wealth
Arizona
$219K +$219K +3,221 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$214K
VVP
67
Venture Visionary Partners
Ohio
$204K +$204K +3,000 New
FFA
68
Founders Financial Alliance
North Carolina
$142K
TRCT
69
Tower Research Capital (TRC)
New York
$128K -$190K -2,784 -60%
GWM
70
Geneos Wealth Management
Colorado
$128K -$5.18K -76 -4%
HI
71
Harbour Investments
Wisconsin
$97.5K +$14.4K +211 +17%
AF
72
Allworth Financial
California
$84.5K
US Bancorp
73
US Bancorp
Minnesota
$46.9K
NS
74
NBC Securities
Alabama
$41K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$32.8K