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First Trust Mid Cap Value AlphaDEX Fund

55 hedge funds and large institutions have $142M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
55
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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$289K
AWA
27
Arete Wealth Advisors
Illinois
$249K
SPC
28
Sigma Planning Corp
Michigan
$236K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$233K
DWP
30
Daymark Wealth Partners
Ohio
$229K
GVAG
31
Great Valley Advisor Group
Delaware
$222K
TCM
32
Triumph Capital Management
Colorado
$205K
DAS
33
Dynamic Advisor Solutions
Arizona
$204K
Two Sigma Investments
34
Two Sigma Investments
New York
$200K
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$160K
GWM
36
Geneos Wealth Management
Colorado
$134K
GI
37
GAMMA Investing
California
$101K
SIS
38
Sound Income Strategies
Florida
$57.7K
TRCT
39
Tower Research Capital (TRC)
New York
$43.2K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$31.1K
BWM
41
Benson Wealth Management
Tennessee
$19.8K
PTC
42
Private Trust Company
Ohio
$17.7K
Comerica Bank
43
Comerica Bank
Texas
$15.1K
US Bancorp
44
US Bancorp
Minnesota
$14.2K
GEA
45
Glen Eagle Advisors
New Jersey
$11.1K
SPIA
46
Steward Partners Investment Advisory
New York
$9.18K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$8.79K
HI
48
Harbour Investments
Wisconsin
$5.95K
GRP
49
Global Retirement Partners
California
$5.01K
CAL
50
Capital Analysts LLC
Pennsylvania
$5K