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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
CAS
101
Coppell Advisory Solutions
Texas
$382K
CCM
102
Condor Capital Management
New Jersey
$366K
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$365K
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$364K
PEA
105
Park Edge Advisors
Ohio
$363K
PTC
106
Private Trust Company
Ohio
$349K
QPW
107
Quantum Private Wealth
Florida
$345K
MQWP
108
Morey & Quinn Wealth Partners
Nebraska
$344K
SG
109
StoneX Group
New York
$341K
EAM
110
Empirical Asset Management
Massachusetts
$336K
CWA
111
Crux Wealth Advisors
California
$331K
KF
112
Krilogy Financial
Missouri
$323K
CF
113
Centaurus Financial
California
$311K
WA
114
Waverly Advisors
Alabama
$304K
PFPG
115
Pinnacle Financial Partners (Georgia)
Georgia
$284K
First Trust Advisors
116
First Trust Advisors
Illinois
$281K
IF
117
Intrua Financial
Texas
$280K
FFA
118
Farther Finance Advisors
California
$274K
FWP
119
FAS Wealth Partners
Kansas
$273K
TCM
120
Triumph Capital Management
Colorado
$269K
WS
121
Wedbush Securities
California
$265K
TAM
122
Titleist Asset Management
Texas
$265K
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$264K
MCM
124
MAI Capital Management
Ohio
$264K
ACM
125
Aspen Capital Management
Idaho
$263K