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First Trust Mid Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $813M invested in First Trust Mid Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 59

6% more funds holding

Funds holding: 196208 (+12)

5% more capital invested

Capital invested by funds: $777M → $813M (+$36.4M)

0.43% more ownership

Funds ownership: 66.27%66.7% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
208
Holders Change
+12
Holders Change %
+6.12%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
73
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$708K +$699K +5,270 +1,314%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$696K +$103K +778 +17%
SPIA
78
Steward Partners Investment Advisory
New York
$690K -$26.5K -200 -4%
RG
79
Rathbones Group
United Kingdom
$669K -$37.1K -280 -5%
VF
80
Virtu Financial
New York
$659K +$681K +5,139 New
B
81
Bensler
Washington
$656K +$122K +921 +22%
BRWA
82
B. Riley Wealth Advisors
Florida
$618K -$8.47M -63,926 -93%
TSW
83
Three Seasons Wealth
Utah
$607K
HSWS
84
Higgins & Schmidt Wealth Strategies
Colorado
$594K -$4.77K -36 -0.8%
IWM
85
IHT Wealth Management
Illinois
$586K -$4.51K -34 -0.7%
US Bancorp
86
US Bancorp
Minnesota
$579K +$148K +1,113 +33%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$577K -$3.98K -30 -0.7%
HHCP
88
Hilton Head Capital Partners
South Carolina
$546K -$3.84K -29 -0.7%
RIS
89
Richmond Investment Services
Wisconsin
$504K +$24K +181 +5%
WEG
90
World Equity Group
Illinois
$496K +$45.6K +344 +10%
PA
91
PFG Advisors
Arizona
$470K -$63K -475 -11%
SPC
92
Sigma Planning Corp
Michigan
$465K -$103K -779 -18%
MA
93
MONECO Advisors
Connecticut
$464K +$133 +1 +0%
MC
94
Moors & Cabot
Massachusetts
$459K -$6.23K -47 -1%
FFA
95
Farther Finance Advisors
California
$456K +$181K +1,364 +63%
KAS
96
KPP Advisory Services
Kentucky
$444K
TWM
97
TCFG Wealth Management
California
$434K
TIA
98
TCFG Investment Advisors
California
$434K +$449K +3,384 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$433K +$663 +5 +0.1%
NWMG
100
National Wealth Management Group
Ohio
$432K -$6.89K -52 -2%