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First Trust Mid Cap Core AlphaDEX Fund

179 hedge funds and large institutions have $719M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

35% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 79

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
179
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 +$9.87M
2 +$2.84M
3 +$1.39M
4
NS
NBC Securities
Alabama
+$1.33M
5
Bank of America
Bank of America
North Carolina
+$1.21M

Top Sellers

1 -$21.6M
2 -$7.35M
3 -$5.08M
4
First Trust Advisors
First Trust Advisors
Illinois
-$4.87M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
101
National Wealth Management Group
Ohio
$356K
NFG
102
Nations Financial Group
Iowa
$355K
AFG
103
ABLE Financial Group
Arizona
$354K
MQWP
104
Morey & Quinn Wealth Partners
Nebraska
$335K
EW
105
Element Wealth
Mississippi
$335K
PEA
106
Park Edge Advisors
Ohio
$331K
CCM
107
Condor Capital Management
New Jersey
$318K
RA
108
RFG Advisory
Alabama
$318K
CAS
109
Coppell Advisory Solutions
Texas
$317K
BBPWM
110
Blue Bell Private Wealth Management
Pennsylvania
$316K
PTC
111
Private Trust Company
Ohio
$312K
SG
112
StoneX Group
New York
$303K
WHG
113
Westwood Holdings Group
Texas
$294K
FFA
114
Farther Finance Advisors
California
$285K
SPC
115
Sigma Planning Corp
Michigan
$281K
AAS
116
Ameritas Advisory Services
Nebraska
$276K
Jane Street
117
Jane Street
New York
$267K
AWS
118
Atria Wealth Solutions
New York
$267K
MCM
119
MAI Capital Management
Ohio
$256K
EFG
120
Elios Financial Group
Ohio
$249K
KWM
121
Kingsview Wealth Management
Oregon
$249K
First Trust Advisors
122
First Trust Advisors
Illinois
$242K
FWP
123
FAS Wealth Partners
Kansas
$238K
HR
124
Howe & Rusling
New York
$231K
WS
125
Wedbush Securities
California
$230K