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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
BAM
101
Belpointe Asset Management
Nevada
$430K -$5.3K -40 -1%
Mariner
102
Mariner
Kansas
$416K -$19.6K -148 -4%
GVAG
103
Great Valley Advisor Group
Delaware
$414K
GWM
104
Geneos Wealth Management
Colorado
$409K
AWM
105
Apollon Wealth Management
South Carolina
$394K
EW
106
Element Wealth
Mississippi
$387K -$2.78K -21 -0.7%
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$372K
PEA
108
Park Edge Advisors
Ohio
$370K +$663 +5 +0.2%
NFG
109
Nations Financial Group
Iowa
$367K -$45.9K -346 -11%
MQWP
110
Morey & Quinn Wealth Partners
Nebraska
$356K +$6.63K +50 +2%
QPW
111
Quantum Private Wealth
Florida
$352K
PTC
112
Private Trust Company
Ohio
$344K -$11.7K -88 -3%
KF
113
Krilogy Financial
Missouri
$325K
CCM
114
Condor Capital Management
New Jersey
$315K -$59.1K -446 -15%
CWGL
115
Cedrus Wealth Group LLC
Minnesota
$313K +$73.3K +553 +29%
WA
116
Waverly Advisors
Alabama
$310K
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$307K +$317K +2,392 New
EAM
118
Empirical Asset Management
Massachusetts
$305K -$37.4K -282 -11%
RA
119
Rubicon Advisors
California
$304K +$795 +6 +0.3%
HAG
120
HighPoint Advisor Group
Illinois
$298K +$265 +2 +0.1%
CWA
121
Crux Wealth Advisors
California
$297K -$41.1K -310 -12%
PFPG
122
Pinnacle Financial Partners (Georgia)
Georgia
$289K
IF
123
Intrua Financial
Texas
$285K
SG
124
StoneX Group
New York
$280K -$69.1K -521 -19%
FWP
125
FAS Wealth Partners
Kansas
$278K