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First Trust Mid Cap Core AlphaDEX Fund

179 hedge funds and large institutions have $719M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

35% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 79

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
179
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.87M
2 +$2.84M
3 +$1.39M
4
NS
NBC Securities
Alabama
+$1.33M
5
Bank of America
Bank of America
North Carolina
+$1.21M

Top Sellers

1 -$21.6M
2 -$7.35M
3 -$5.08M
4
First Trust Advisors
First Trust Advisors
Illinois
-$4.87M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Empirical Asset Management
Massachusetts
$1.58M
KWM
52
Kaydan Wealth Management
Michigan
$1.42M
DFA
53
DHJJ Financial Advisors
Illinois
$1.35M
NS
54
NBC Securities
Alabama
$1.33M
PWS
55
Proactive Wealth Strategies
Georgia
$1.33M
HI
56
Harbour Investments
Wisconsin
$1.3M
SI
57
Stephens Inc
Arkansas
$1.22M
PNC
58
Park National Corp
Ohio
$1.18M
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.16M
PSF
60
Pacific Sun Financial
California
$1.15M
PW
61
Potentia Wealth
California
$1.14M
SIAP
62
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.11M
NA
63
NewEdge Advisors
Louisiana
$1.1M
Jones Financial Companies
64
Jones Financial Companies
Missouri
$1.06M
MML Investors Services
65
MML Investors Services
Massachusetts
$1M
EH
66
Equitable Holdings
New York
$991K
KWS
67
Keystone Wealth Services
California
$912K
MIM
68
Marshall Investment Management
Colorado
$825K
SEP
69
Southland Equity Partners
Missouri
$797K
P
70
&Partners
Tennessee
$791K
UAG
71
United Advisor Group
Ohio
$782K
GWSG
72
GPS Wealth Strategies Group
Colorado
$704K
SPIA
73
Steward Partners Investment Advisory
New York
$619K
TSW
74
Three Seasons Wealth
Utah
$605K
RG
75
Rathbones Group
United Kingdom
$600K