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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
PA
76
PFG Advisors
Arizona
$598K
GWM
77
Geneos Wealth Management
Colorado
$589K
VCM
78
Virtue Capital Management
Tennessee
$586K
WIC
79
Woodmont Investment Counsel
Tennessee
$569K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$548K
IWM
81
IHT Wealth Management
Illinois
$537K
HSWS
82
Higgins & Schmidt Wealth Strategies
Colorado
$535K
AWM
83
Apollon Wealth Management
South Carolina
$512K
MA
84
MONECO Advisors
Connecticut
$488K
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$444K
FHC
86
First Heartland Consultants
Missouri
$434K
Mariner
87
Mariner
Kansas
$431K
IWN
88
Independent Wealth Network
Iowa
$422K
AAP
89
Arax Advisory Partners
Colorado
$413K
TWM
90
TCFG Wealth Management
California
$397K
MC
91
Moors & Cabot
Massachusetts
$396K
US Bancorp
92
US Bancorp
Minnesota
$392K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$389K
KAS
94
KPP Advisory Services
Kentucky
$377K
GVAG
95
Great Valley Advisor Group
Delaware
$371K
BAM
96
Belpointe Asset Management
Nevada
$370K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$366K
QPW
98
Quantum Private Wealth
Florida
$366K
WEG
99
World Equity Group
Illinois
$357K
AIFAIM
100
American Institute for Advanced Investment Management
Arizona
$357K