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First Trust Mid Cap Core AlphaDEX Fund Institutional Ownership

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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 50.00%
Total Shares Outstanding (millions) 13
Total Value of Holdings (millions) $449

Active Positions

Holders Shares
Increased Positions 51 1,031,672
Decreased Positions 44 288,031
Held Positions 14 5,055,283
Total Institutional Shares 109 6,374,986

New and Sold Out Positions


Holders Shares
New Positions 11 114,595
Sold Out Positions 10 108,112

109 Institutional Holders
6,374,986 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
MORGAN STANLEY 03/31/2018 1,364,069 178,389 15.05 96,058
WELLS FARGO & COMPANY/MN 03/31/2018 912,293 53,440 6.22 64,244
UBS GROUP AG 03/31/2018 692,086 63,646 10.13 48,737
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 03/31/2018 369,331 3,828 1.05 26,008
LPL FINANCIAL LLC 03/31/2018 309,980 (5,864) (1.86) 21,829
CORNERSTONE WEALTH MANAGEMENT, LLC 06/30/2018 250,414 246,761 6,755.02 17,634
BAIRD FINANCIAL GROUP, INC. 03/31/2018 234,302 59,789 34.26 16,500
BANK OF AMERICA CORP /DE/ 03/31/2018 193,785 20,830 12.04 13,646
ROYAL BANK OF CANADA 03/31/2018 185,323 3,150 1.73 13,050
STIFEL FINANCIAL CORP 03/31/2018 120,723 (3,048) (2.46) 8,501
CONDOR CAPITAL MANAGEMENT 03/31/2018 115,434 (269) (0.23) 8,129
PINNACLE FAMILY ADVISORS, LLC 03/31/2018 111,121 106,620 2,368.81 7,825
FIRST ALLIED ADVISORY SERVICES, INC. 03/31/2018 109,075 76,627 236.15 7,681
RAYMOND JAMES & ASSOCIATES 03/31/2018 101,630 2,561 2.59 7,157
JANNEY MONTGOMERY SCOTT LLC 03/31/2018 100,211 (5,725) (5.4) 7,057

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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