FNY icon

First Trust Mid Cap Growth AlphaDEX Fund

56 hedge funds and large institutions have $146M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.6M +$5.74M +132,919 +20%
Wells Fargo
2
Wells Fargo
California
$20.2M +$518K +11,986 +3%
UBS Group
3
UBS Group
Switzerland
$10.4M +$76.4K +1,769 +0.7%
Bank of America
4
Bank of America
North Carolina
$10M +$286K +6,612 +3%
LPL Financial
5
LPL Financial
California
$9.51M -$42.9K -992 -0.4%
FAIM
6
Financial Advocates Investment Management
Washington
$7.67M +$55.3K +1,281 +0.7%
RJA
7
Raymond James & Associates
Florida
$5.71M -$403K -9,326 -7%
First Trust Advisors
8
First Trust Advisors
Illinois
$4.87M +$710K +16,447 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.5M +$1.95M +45,061 +76%
GIA
10
Gladstone Institutional Advisory
Florida
$3.55M +$35.8K +828 +1%
Ameriprise
11
Ameriprise
Minnesota
$3.31M +$2.64M +61,112 +393%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$3.04M +$1.11M +25,650 +57%
MML Investors Services
13
MML Investors Services
Massachusetts
$3M +$1.2M +27,724 +66%
KWM
14
Kingsview Wealth Management
Oregon
$2.81M +$3.72K +86 +0.1%
KIA
15
KCM Investment Advisors
California
$2.68M -$84K -1,944 -3%
CCA
16
Clearwater Capital Advisors
Illinois
$2.19M -$708K -16,383 -24%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.9M +$1.2M +27,881 +173%
Stifel Financial
18
Stifel Financial
Missouri
$1.8M +$934K +21,545 +108%
SWP
19
Stratos Wealth Partners
Ohio
$1.7M +$136K +3,138 +9%
CWM
20
Cornerstone Wealth Management
Missouri
$1.36M +$727K +17,564 +115%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.32M +$50K +1,156 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.3M +$231K +5,355 +22%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.02M -$43.5K -1,004 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$934K -$1.47M -34,109 -61%
AG
25
Advisor Group
Arizona
$634K -$8.68K -201 -1%