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First Trust Mid Cap Growth AlphaDEX Fund

86 hedge funds and large institutions have $154M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
4
Increased
21
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$24.4M +$31.7K +593 +0.1%
Wells Fargo
2
Wells Fargo
California
$18.3M -$1.56M -29,191 -8%
UBS Group
3
UBS Group
Switzerland
$17.1M +$141K +2,633 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$16M +$510K +9,536 +3%
SL
5
Savior LLC
Massachusetts
$8.98M +$38.8K +725 +0.4%
JAWM
6
J. Arnold Wealth Management
Ohio
$8.76M +$8.76M +163,728 New
AOG
7
Alpha Omega Group
Virginia
$5.26M -$68.1K -1,273 -1%
PAG
8
Private Advisor Group
New Jersey
$3.92M -$46K -859 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.66M +$172K +3,219 +5%
KWM
10
Kingsview Wealth Management
Oregon
$3.34M +$316K +5,899 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.3M +$58.1K +1,086 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.85M -$70.8K -1,323 -2%
Goldman Sachs
13
Goldman Sachs
New York
$2.68M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.53M -$53.6K -1,002 -2%
KIA
15
KCM Investment Advisors
California
$2.17M -$29.4K -550 -1%
Stifel Financial
16
Stifel Financial
Missouri
$2.02M -$28.2K -526 -1%
KAS
17
Kestra Advisory Services
Texas
$2M +$129K +2,410 +7%
Citadel Advisors
18
Citadel Advisors
Florida
$1.75M -$152K -2,834 -8%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$1.66M +$360K +6,729 +28%
PWM
20
Purus Wealth Management
California
$1.32M -$1.29K -24 -0.1%
IAIM
21
International Assets Investment Management
Florida
$1.09M +$1.09M +27,048 New
MIM
22
MTM Investment Management
South Carolina
$1.04M -$5.35K -100 -0.5%
AWS
23
Atria Wealth Solutions
New York
$1.02M -$11.1K -208 -1%
RJA
24
Raymond James & Associates
Florida
$928K -$428 -8 -0%
Mariner
25
Mariner
Kansas
$855K +$272K +5,075 +47%