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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 %
TSWM
76
Tyler-Stone Wealth Management
Ohio
$30.1K
SPIA
77
Steward Partners Investment Advisory
New York
$30.1K -$61.9K -909 -67%
PP
78
Pacifica Partners
Canada
$15.9K
PTC
79
Private Trust Company
Ohio
$11.5K
CAS
80
Coppell Advisory Solutions
Texas
$7.97K +$7.97K +117 New
FGAM
81
Financial Gravity Asset Management
Texas
$7.63K +$7.63K +112 New
HNB
82
Huntington National Bank
Ohio
$6.95K
PA
83
PSI Advisors
Florida
$6.81K +$6.81K +100 New
FMII
84
Farmers & Merchants Investments Inc
Nebraska
$5.18K +$5.18K +76 New
CJ
85
Caitlin John
Michigan
$4.84K +$4.84K +71 New
TFA
86
Transamerica Financial Advisors
Florida
$3K -$86 -1 -3%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$2.66K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$1.77K -$68 -1 -4%
Citadel Advisors
89
Citadel Advisors
Florida
-$1.78M -29,396 Closed
IAIM
90
International Assets Investment Management
Florida
-$669K -15,446 Closed
AssetMark Inc
91
AssetMark Inc
California
-$679K -11,194 Closed
IP
92
Ignite Planners
California
-$257K -4,348 Closed
SL
93
Savior LLC
Massachusetts
-$111K -1,828 Closed
FHA
94
First Horizon Advisors
Tennessee
-$33.1K -546 Closed
CIA
95
Cape Investment Advisory
Georgia
-$6.8K -112 Closed
TAM
96
Tucker Asset Management
Colorado
-$1.21K -20 Closed