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First Trust Mid Cap Core AlphaDEX Fund

207 hedge funds and large institutions have $812M invested in First Trust Mid Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 60 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
CAM
51
Cozad Asset Management
Illinois
$1.57M
Creative Planning
52
Creative Planning
Kansas
$1.54M
KWM
53
Kaydan Wealth Management
Michigan
$1.54M
SI
54
Stephens Inc
Arkansas
$1.38M
DFA
55
DHJJ Financial Advisors
Illinois
$1.35M
AIA
56
AssuredPartners Investment Advisors
Florida
$1.32M
PNC
57
Park National Corp
Ohio
$1.31M
LI
58
LVZ Inc
Michigan
$1.25M
JWCA
59
J.W. Cole Advisors
Florida
$1.25M
IAA
60
Independent Advisor Alliance
North Carolina
$1.23M
TCM
61
Triumph Capital Management
Colorado
$1.21M
PSF
62
Pacific Sun Financial
California
$1.17M
SIAP
63
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.15M
EH
64
Equitable Holdings
New York
$1.14M
KWS
65
Keystone Wealth Services
California
$1.04M
MML Investors Services
66
MML Investors Services
Massachusetts
$999K
CIM
67
Catalyst Investment Management
New Hampshire
$919K
UAG
68
United Advisor Group
Ohio
$918K
PW
69
Potentia Wealth
California
$913K
PWM
70
Purus Wealth Management
California
$907K
SEP
71
Southland Equity Partners
Missouri
$886K
Goldman Sachs
72
Goldman Sachs
New York
$854K
BAM
73
Bellevue Asset Management
Washington
$811K
TFA
74
Transamerica Financial Advisors
Florida
$782K
JP Morgan Chase
75
JP Morgan Chase
New York
$708K