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First Trust Mid Cap Value AlphaDEX Fund

55 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, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding:

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: $ → $

1.67% less ownership

Funds ownership: 72.08%70.41% (-1.7%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

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
$287K
TRCT
27
Tower Research Capital (TRC)
New York
$271K
AWA
28
Arete Wealth Advisors
Illinois
$246K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$236K
SPC
30
Sigma Planning Corp
Michigan
$235K
DWP
31
Daymark Wealth Partners
Ohio
$227K
GVAG
32
Great Valley Advisor Group
Delaware
$221K
TCM
33
Triumph Capital Management
Colorado
$220K
DAS
34
Dynamic Advisor Solutions
Arizona
$202K
FFA
35
Founders Financial Alliance
North Carolina
$160K
GWM
36
Geneos Wealth Management
Colorado
$133K
GI
37
GAMMA Investing
California
$112K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$93.6K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$30.9K
PTC
40
Private Trust Company
Ohio
$17.6K
ASN
41
Advisory Services Network
Georgia
$15.4K
FFA
42
Farther Finance Advisors
California
$15.4K
Comerica Bank
43
Comerica Bank
Texas
$15K
GEA
44
Glen Eagle Advisors
New Jersey
$11.1K
SPIA
45
Steward Partners Investment Advisory
New York
$9.12K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$8.73K
HI
47
Harbour Investments
Wisconsin
$5.91K
US Bancorp
48
US Bancorp
Minnesota
$5.69K
CAL
49
Capital Analysts LLC
Pennsylvania
$5K
GRP
50
Global Retirement Partners
California
$4.97K