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First Trust Mid Cap Core AlphaDEX Fund

188 hedge funds and large institutions have $764M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
PWS
51
Proactive Wealth Strategies
Georgia
$1.52M
DFA
52
DHJJ Financial Advisors
Illinois
$1.4M
FH
53
FWG Holdings
Florida
$1.39M
SI
54
Stephens Inc
Arkansas
$1.38M
AIA
55
AssuredPartners Investment Advisors
Florida
$1.36M
PNC
56
Park National Corp
Ohio
$1.28M
SIAP
57
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.27M
LI
58
LVZ Inc
Michigan
$1.19M
PSF
59
Pacific Sun Financial
California
$1.17M
EH
60
Equitable Holdings
New York
$1.12M
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.1M
KWS
62
Keystone Wealth Services
California
$1.03M
PW
63
Potentia Wealth
California
$995K
GWSG
64
GPS Wealth Strategies Group
Colorado
$983K
CWA
65
Crux Wealth Advisors
California
$956K
EAM
66
Empirical Asset Management
Massachusetts
$952K
MML Investors Services
67
MML Investors Services
Massachusetts
$947K
NA
68
NewEdge Advisors
Louisiana
$947K
SEP
69
Southland Equity Partners
Missouri
$907K
UAG
70
United Advisor Group
Ohio
$896K
FTUS
71
Flow Traders U.S.
New York
$756K
Citadel Advisors
72
Citadel Advisors
Florida
$756K
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$724K
SPIA
74
Steward Partners Investment Advisory
New York
$701K
RG
75
Rathbones Group
United Kingdom
$674K