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First Trust Mid Cap Core AlphaDEX Fund

189 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, 83 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 ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

46% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 83

Holders
189
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
Osaic Holdings
Osaic Holdings
Arizona
+$3.33M
5
UBS Group
UBS Group
Switzerland
+$2.64M

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
WIC
76
Woodmont Investment Counsel
Tennessee
$690K
SPIA
77
Steward Partners Investment Advisory
New York
$642K
RG
78
Rathbones Group
United Kingdom
$618K
PA
79
PFG Advisors
Arizona
$616K
OMC
80
Old Mission Capital
Illinois
$580K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$578K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$565K
TSW
83
Three Seasons Wealth
Utah
$552K
HSWS
84
Higgins & Schmidt Wealth Strategies
Colorado
$552K
AWM
85
Apollon Wealth Management
South Carolina
$539K
IWM
86
IHT Wealth Management
Illinois
$497K
RIS
87
Richmond Investment Services
Wisconsin
$480K
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$468K
IWN
89
Independent Wealth Network
Iowa
$443K
MA
90
MONECO Advisors
Connecticut
$443K
FHC
91
First Heartland Consultants
Missouri
$441K
Mariner
92
Mariner
Kansas
$426K
TWM
93
TCFG Wealth Management
California
$419K
US Bancorp
94
US Bancorp
Minnesota
$419K
MC
95
Moors & Cabot
Massachusetts
$408K
WEG
96
World Equity Group
Illinois
$398K
KAS
97
KPP Advisory Services
Kentucky
$398K
GWM
98
Geneos Wealth Management
Colorado
$397K
BAM
99
Belpointe Asset Management
Nevada
$389K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$387K