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First Trust Mid Cap Core AlphaDEX Fund

186 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, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
45
Reduced
82
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
76
Woodmont Investment Counsel
Tennessee
$690K +$90.4K +787 +15%
SPIA
77
Steward Partners Investment Advisory
New York
$642K -$11K -96 -2%
RG
78
Rathbones Group
United Kingdom
$618K -$13.8K -120 -2%
PA
79
PFG Advisors
Arizona
$616K -$14.4K -125 -2%
OMC
80
Old Mission Capital
Illinois
$580K +$580K +5,053 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$578K +$345 +3 +0.1%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$565K +$155K +1,348 +38%
TSW
83
Three Seasons Wealth
Utah
$552K -$85.6K -745 -13%
HSWS
84
Higgins & Schmidt Wealth Strategies
Colorado
$552K -$12.2K -106 -2%
AWM
85
Apollon Wealth Management
South Carolina
$539K -$459 -4 -0.1%
IWM
86
IHT Wealth Management
Illinois
$497K -$69.1K -602 -12%
RIS
87
Richmond Investment Services
Wisconsin
$480K +$240K +2,090 +100%
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$468K
IWN
89
Independent Wealth Network
Iowa
$443K -$1.03K -9 -0.2%
MA
90
MONECO Advisors
Connecticut
$443K -$71.2K -620 -14%
FHC
91
First Heartland Consultants
Missouri
$441K -$16.7K -145 -4%
Mariner
92
Mariner
Kansas
$426K -$28.1K -245 -6%
TWM
93
TCFG Wealth Management
California
$419K
US Bancorp
94
US Bancorp
Minnesota
$419K +$5.17K +45 +1%
MC
95
Moors & Cabot
Massachusetts
$408K -$8.84K -77 -2%
WEG
96
World Equity Group
Illinois
$398K +$21.6K +188 +6%
KAS
97
KPP Advisory Services
Kentucky
$398K
GWM
98
Geneos Wealth Management
Colorado
$397K -$224K -1,947 -36%
BAM
99
Belpointe Asset Management
Nevada
$389K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$387K +$689 +6 +0.2%