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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.

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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$44.5M 588,579 -1,316 -0.2%
LPL Financial
2
LPL Financial
California
$36.4M 481,310 -78,998 -14%
Morgan Stanley
3
Morgan Stanley
New York
$27.1M 358,655 -376,135 -51%
UBS Group
4
UBS Group
Switzerland
$24.1M 318,570 +3,127 +1%
NA
5
NewEdge Advisors
Louisiana
$12.3M 163,082 +4,874 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6M 79,343 -5,161 -6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.41M 71,556 +13,854 +24%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$5.06M 66,878 -8,391 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.15M 54,894 -5,744 -9%
Goldman Sachs
10
Goldman Sachs
New York
$3.78M 50,000
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.55M 46,906 +7,036 +18%
PAG
12
Private Advisor Group
New Jersey
$3.45M 45,635 +6 +0%
CA
13
Cetera Advisors
Colorado
$3.33M 44,098 +44,098 New
KWM
14
Kingsview Wealth Management
Oregon
$3.32M 43,931 +2,567 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.01M 39,825 -2,689 -6%
KIA
16
KCM Investment Advisors
California
$2.92M 38,618 -1,000 -3%
WMP
17
Wealth Management Partners
Arizona
$2.71M 35,857 -1,129 -3%
AWS
18
Atria Wealth Solutions
New York
$2.53M 33,487 +7,783 +30%
KAS
19
Kestra Advisory Services
Texas
$2.45M 32,444 +4,002 +14%
Stifel Financial
20
Stifel Financial
Missouri
$2.35M 31,105 +3,412 +12%
PWA
21
PCG Wealth Advisors
Kansas
$2.09M 27,699 +27,699 New
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.76M 23,278 +3,347 +17%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.56M 20,683 +3,870 +23%
EH
24
Equitable Holdings
New York
$1.4M 18,488 +569 +3%
MIM
25
MTM Investment Management
South Carolina
$1.37M 18,130 -450 -2%