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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 51.94%
Total Shares Outstanding (millions) 13
Total Value of Holdings (millions) $498

Active Positions

Holders Shares
Increased Positions 58 1,219,438
Decreased Positions 35 472,989
Held Positions 20 5,241,307
Total Institutional Shares 113 6,933,734

New and Sold Out Positions


Holders Shares
New Positions 17 408,014
Sold Out Positions 7 83,120

113 Institutional Holders
6,933,734 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 06/30/2018 1,298,367 (65,702) (4.82) 93,340
WELLS FARGO & COMPANY/MN 06/30/2018 1,138,577 226,284 24.80 81,852
UBS GROUP AG 06/30/2018 706,319 14,233 2.06 50,777
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 06/30/2018 380,902 11,571 3.13 27,383
LPL FINANCIAL LLC 06/30/2018 334,795 24,815 8.01 24,068
BAIRD FINANCIAL GROUP, INC. 06/30/2018 257,278 22,976 9.81 18,496
CORNERSTONE WEALTH MANAGEMENT, LLC 06/30/2018 250,414 246,761 6,755.02 18,002
ARROW INVESTMENT ADVISORS, LLC 06/30/2018 234,271 234,271 New 16,842
BANK OF AMERICA CORP /DE/ 06/30/2018 230,759 36,974 19.08 16,589
ROYAL BANK OF CANADA 06/30/2018 197,369 12,046 6.50 14,189
STIFEL FINANCIAL CORP 06/30/2018 117,275 (3,448) (2.86) 8,431
CONDOR CAPITAL MANAGEMENT 06/30/2018 115,956 522 .45 8,336
RAYMOND JAMES & ASSOCIATES 06/30/2018 110,580 8,950 8.81 7,950
BB&T SECURITIES, LLC 06/30/2018 110,177 104,502 1,841.45 7,921
JANNEY MONTGOMERY SCOTT LLC 06/30/2018 100,207 (4) (0) 7,204

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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