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First Trust Mid Cap Core AlphaDEX Fund

184 hedge funds and large institutions have $730M 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, 81 reducing their positions, and 12 closing their positions.

Holders
184
Holders Change
+5
Holders Change %
+2.79%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
44
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$642K 5,586 -96 -2%
RG
77
Rathbones Group
United Kingdom
$618K 5,384 -120 -2%
PA
78
PFG Advisors
Arizona
$616K 5,364 -125 -2%
OMC
79
Old Mission Capital
Illinois
$580K 5,053 +5,053 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$578K 5,031 +3 +0.1%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$565K 4,921 +1,348 +38%
TSW
82
Three Seasons Wealth
Utah
$552K 4,809 -745 -13%
HSWS
83
Higgins & Schmidt Wealth Strategies
Colorado
$552K 4,804 -106 -2%
AWM
84
Apollon Wealth Management
South Carolina
$539K 4,696 -4 -0.1%
IWM
85
IHT Wealth Management
Illinois
$497K 4,328 -602 -12%
RIS
86
Richmond Investment Services
Wisconsin
$480K 4,178 +2,090 +100%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$468K 4,076
IWN
88
Independent Wealth Network
Iowa
$443K 3,861 -9 -0.2%
MA
89
MONECO Advisors
Connecticut
$443K 3,854 -620 -14%
FHC
90
First Heartland Consultants
Missouri
$441K 3,839 -145 -4%
Mariner
91
Mariner
Kansas
$426K 3,709 -245 -6%
TWM
92
TCFG Wealth Management
California
$419K 3,647
US Bancorp
93
US Bancorp
Minnesota
$419K 3,645 +45 +1%
MC
94
Moors & Cabot
Massachusetts
$408K 3,553 -77 -2%
WEG
95
World Equity Group
Illinois
$398K 3,468 +188 +6%
KAS
96
KPP Advisory Services
Kentucky
$398K 3,463
GWM
97
Geneos Wealth Management
Colorado
$397K 3,457 -1,947 -36%
BAM
98
Belpointe Asset Management
Nevada
$389K 3,391
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$387K 3,365 +6 +0.2%
QPW
100
Quantum Private Wealth
Florida
$385K 3,355