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First Trust Mid Cap Core AlphaDEX Fund

207 hedge funds and large institutions have $812M invested in First Trust Mid Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 60 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$696K
SPIA
77
Steward Partners Investment Advisory
New York
$690K
RG
78
Rathbones Group
United Kingdom
$669K
VF
79
Virtu Financial
New York
$659K
B
80
Bensler
Washington
$656K
BRWA
81
B. Riley Wealth Advisors
Florida
$618K
TSW
82
Three Seasons Wealth
Utah
$607K
HSWS
83
Higgins & Schmidt Wealth Strategies
Colorado
$594K
IWM
84
IHT Wealth Management
Illinois
$586K
US Bancorp
85
US Bancorp
Minnesota
$579K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$577K
HHCP
87
Hilton Head Capital Partners
South Carolina
$546K
RIS
88
Richmond Investment Services
Wisconsin
$504K
WEG
89
World Equity Group
Illinois
$496K
PA
90
PFG Advisors
Arizona
$470K
SPC
91
Sigma Planning Corp
Michigan
$465K
MA
92
MONECO Advisors
Connecticut
$464K
MC
93
Moors & Cabot
Massachusetts
$459K
FFA
94
Farther Finance Advisors
California
$456K
KAS
95
KPP Advisory Services
Kentucky
$444K
TWM
96
TCFG Wealth Management
California
$434K
TIA
97
TCFG Investment Advisors
California
$434K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$433K
NWMG
99
National Wealth Management Group
Ohio
$432K
BAM
100
Belpointe Asset Management
Nevada
$430K