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First Trust Mid Cap Core AlphaDEX Fund

188 hedge funds and large institutions have $764M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 75 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
ACM
126
Aspen Capital Management
Idaho
$261K
AF
127
Allworth Financial
California
$261K
PFA
128
Pure Financial Advisors
California
$259K
WHG
129
Westwood Holdings Group
Texas
$249K
KWM
130
Kingsview Wealth Management
Oregon
$248K
CFA
131
Cahill Financial Advisors
Minnesota
$247K
BAWC
132
Boyce & Associates Wealth Consulting
Texas
$244K
MAS
133
Meeder Advisory Services
Ohio
$244K
BWM
134
BKM Wealth Management
Wisconsin
$242K
MAG
135
M3 Advisory Group
Massachusetts
$242K
CFG
136
Cornerstone Financial Group
Nebraska
$239K
IF
137
Intrua Financial
Texas
$234K
T
138
TrueFG
Texas
$233K
CF
139
Centaurus Financial
California
$225K
FF
140
Farrell Financial
New York
$223K
TWM
141
Trueblood Wealth Management
Ohio
$221K
AIFAIM
142
American Institute for Advanced Investment Management
Arizona
$220K
HPC
143
HM Payson & Co
Maine
$218K
MIM
144
Marshall Investment Management
Colorado
$208K
TCM
145
Triumph Capital Management
Colorado
$201K
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$201K
MAS
147
MPWM Advisory Solutions
Georgia
$195K
NS
148
NBC Securities
Alabama
$184K
ASN
149
Advisory Services Network
Georgia
$136K
PS
150
Principal Securities
Iowa
$129K