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First Trust Mid Cap Core AlphaDEX Fund

190 hedge funds and large institutions have $737M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 85 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 funds holding in top 10

Funds holding in top 10:

0.21% less ownership

Funds ownership: 65.29%65.08% (-0.21%)

48% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 85

Holders
190
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
UBS Group
UBS Group
Switzerland
+$2.64M
5
FWA
FSM Wealth Advisors
Ohio
+$2.49M

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
Creative Planning
51
Creative Planning
Kansas
$1.52M
KWM
52
Kaydan Wealth Management
Michigan
$1.48M
HI
53
Harbour Investments
Wisconsin
$1.46M
PWS
54
Proactive Wealth Strategies
Georgia
$1.4M
AIA
55
AssuredPartners Investment Advisors
Florida
$1.35M
Citadel Advisors
56
Citadel Advisors
Florida
$1.33M
DFA
57
DHJJ Financial Advisors
Illinois
$1.3M
Jones Financial Companies
58
Jones Financial Companies
Missouri
$1.28M
SI
59
Stephens Inc
Arkansas
$1.28M
PNC
60
Park National Corp
Ohio
$1.25M
SIAP
61
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.17M
PSF
62
Pacific Sun Financial
California
$1.16M
NA
63
NewEdge Advisors
Louisiana
$1.15M
AI
64
Atria Investments
North Carolina
$1.13M
EH
65
Equitable Holdings
New York
$1.02M
PWH
66
Priebe Wealth Holdings
Minnesota
$972K
PW
67
Potentia Wealth
California
$948K
KWS
68
Keystone Wealth Services
California
$940K
CWA
69
Crux Wealth Advisors
California
$918K
TSMHT
70
Thurston Springer Miller Herd & Titak
Indiana
$902K
CFG
71
Citizens Financial Group
Rhode Island
$843K
SEP
72
Southland Equity Partners
Missouri
$835K
UAG
73
United Advisor Group
Ohio
$825K
GWSG
74
GPS Wealth Strategies Group
Colorado
$790K
MML Investors Services
75
MML Investors Services
Massachusetts
$790K