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First Trust Mid Cap Core AlphaDEX Fund

192 hedge funds and large institutions have $776M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 71 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
192
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

Top Buyers

1 +$6.06M
2 +$4.24M
3 +$3.47M
4
JWCA
J.W. Cole Advisors
Florida
+$2.25M
5
Wells Fargo
Wells Fargo
California
+$1.62M

Top Sellers

1 -$5.92M
2 -$5.06M
3 -$5.05M
4
VF
Virtu Financial
New York
-$2.31M
5
Goldman Sachs
Goldman Sachs
New York
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$586K
IWM
77
IHT Wealth Management
Illinois
$580K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$570K
SPC
79
Sigma Planning Corp
Michigan
$555K
HHCP
80
Hilton Head Capital Partners
South Carolina
$540K
B
81
Bensler
Washington
$528K
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$523K
PA
83
PFG Advisors
Arizona
$522K
IWN
84
Independent Wealth Network
Iowa
$476K
RIS
85
Richmond Investment Services
Wisconsin
$472K
MC
86
Moors & Cabot
Massachusetts
$457K
MA
87
MONECO Advisors
Connecticut
$456K
WEG
88
World Equity Group
Illinois
$444K
KAS
89
KPP Advisory Services
Kentucky
$436K
NWMG
90
National Wealth Management Group
Ohio
$431K
US Bancorp
91
US Bancorp
Minnesota
$429K
BAM
92
Belpointe Asset Management
Nevada
$427K
Mariner
93
Mariner
Kansas
$427K
TWM
94
TCFG Wealth Management
California
$426K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$425K
GVAG
96
Great Valley Advisor Group
Delaware
$407K
NFG
97
Nations Financial Group
Iowa
$404K
GWM
98
Geneos Wealth Management
Colorado
$402K
AWM
99
Apollon Wealth Management
South Carolina
$387K
EW
100
Element Wealth
Mississippi
$383K