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First Trust Mid Cap Value AlphaDEX Fund

54 hedge funds and large institutions have $145M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$375K
P
27
&Partners
Tennessee
$350K
LFAS
28
Level Four Advisory Services
Texas
$291K
TA
29
TKG Advisors
Indiana
$272K
SPC
30
Sigma Planning Corp
Michigan
$249K
AWA
31
Arete Wealth Advisors
Illinois
$232K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$227K
TCM
33
Triumph Capital Management
Colorado
$218K
DWP
34
Daymark Wealth Partners
Ohio
$212K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$211K
GVAG
36
Great Valley Advisor Group
Delaware
$207K
GWM
37
Geneos Wealth Management
Colorado
$124K
GI
38
GAMMA Investing
California
$105K
NS
39
NBC Securities
Alabama
$59K
PTC
40
Private Trust Company
Ohio
$16.5K
FFA
41
Farther Finance Advisors
California
$14.4K
Comerica Bank
42
Comerica Bank
Texas
$14.1K
GEA
43
Glen Eagle Advisors
New Jersey
$10.4K
SPIA
44
Steward Partners Investment Advisory
New York
$8.54K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$8.18K
PS
46
Principal Securities
Iowa
$6.42K
HI
47
Harbour Investments
Wisconsin
$5.54K
GTAM
48
Global Trust Asset Management
Florida
$5.21K
CAL
49
Capital Analysts LLC
Pennsylvania
$5K
GRP
50
Global Retirement Partners
California
$4.66K