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First Trust Mid Cap Core AlphaDEX Fund

189 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 83 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

46% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 83

Holders
189
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 +$11.7M
2 +$4.95M
3 +$3.49M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.33M
5
UBS Group
UBS Group
Switzerland
+$2.64M

Top Sellers

1 -$13.7M
2 -$12.5M
3 -$12.2M
4
GS
GTS Securities
New York
-$4.78M
5
Bank of America
Bank of America
North Carolina
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kaydan Wealth Management
Michigan
$1.48M
HI
52
Harbour Investments
Wisconsin
$1.46M
PWS
53
Proactive Wealth Strategies
Georgia
$1.4M
AIA
54
AssuredPartners Investment Advisors
Florida
$1.35M
Citadel Advisors
55
Citadel Advisors
Florida
$1.33M
DFA
56
DHJJ Financial Advisors
Illinois
$1.3M
Jones Financial Companies
57
Jones Financial Companies
Missouri
$1.28M
SI
58
Stephens Inc
Arkansas
$1.28M
PNC
59
Park National Corp
Ohio
$1.25M
SIAP
60
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.17M
PSF
61
Pacific Sun Financial
California
$1.16M
NA
62
NewEdge Advisors
Louisiana
$1.15M
AI
63
Atria Investments
North Carolina
$1.13M
EH
64
Equitable Holdings
New York
$1.02M
PWH
65
Priebe Wealth Holdings
Minnesota
$972K
PW
66
Potentia Wealth
California
$948K
KWS
67
Keystone Wealth Services
California
$940K
CWA
68
Crux Wealth Advisors
California
$918K
TSMHT
69
Thurston Springer Miller Herd & Titak
Indiana
$902K
CFG
70
Citizens Financial Group
Rhode Island
$843K
SEP
71
Southland Equity Partners
Missouri
$835K
UAG
72
United Advisor Group
Ohio
$825K
GWSG
73
GPS Wealth Strategies Group
Colorado
$790K
MML Investors Services
74
MML Investors Services
Massachusetts
$790K
Goldman Sachs
75
Goldman Sachs
New York
$765K