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First Trust Mid Cap Value AlphaDEX Fund

54 hedge funds and large institutions have $140M invested in First Trust Mid Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.97% less ownership

Funds ownership: 72.08%70.11% (-2%)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

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
TRCT
26
Tower Research Capital (TRC)
New York
$271K
AWA
27
Arete Wealth Advisors
Illinois
$246K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$236K
SPC
29
Sigma Planning Corp
Michigan
$235K
DWP
30
Daymark Wealth Partners
Ohio
$227K
GVAG
31
Great Valley Advisor Group
Delaware
$221K
TCM
32
Triumph Capital Management
Colorado
$220K
DAS
33
Dynamic Advisor Solutions
Arizona
$202K
FFA
34
Founders Financial Alliance
North Carolina
$160K
GWM
35
Geneos Wealth Management
Colorado
$133K
GI
36
GAMMA Investing
California
$112K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$93.6K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$30.9K
PTC
39
Private Trust Company
Ohio
$17.6K
ASN
40
Advisory Services Network
Georgia
$15.4K
FFA
41
Farther Finance Advisors
California
$15.4K
Comerica Bank
42
Comerica Bank
Texas
$15K
GEA
43
Glen Eagle Advisors
New Jersey
$11.1K
SPIA
44
Steward Partners Investment Advisory
New York
$9.12K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$8.73K
HI
46
Harbour Investments
Wisconsin
$5.91K
US Bancorp
47
US Bancorp
Minnesota
$5.69K
CAL
48
Capital Analysts LLC
Pennsylvania
$5K
GRP
49
Global Retirement Partners
California
$4.97K
GWSG
50
GPS Wealth Strategies Group
Colorado
$3.7K