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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
Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
51
Reduced
79
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAWC
126
Boyce & Associates Wealth Consulting
Texas
$229K -$4.25K -39 -2%
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$229K
RIS
128
Richmond Investment Services
Wisconsin
$228K
ACM
129
Aspen Capital Management
Idaho
$227K +$227K +2,084 New
PFA
130
Pure Financial Advisors
California
$225K
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$223K -$21.6M -195,914 -99%
AF
132
Allworth Financial
California
$217K +$105 +1 +0%
MAG
133
M3 Advisory Group
Massachusetts
$215K +$436 +4 +0.2%
CFA
134
Cahill Financial Advisors
Minnesota
$215K
CFG
135
Cornerstone Financial Group
Nebraska
$213K +$562 +5 +0.3%
IF
136
Intrua Financial
Texas
$209K -$26.3K -241 -11%
AG
137
AmeriFlex Group
Nevada
$207K -$173K -1,589 -46%
KWA
138
Kingswood Wealth Advisors
California
$202K -$6.43K -59 -3%
BWM
139
BKM Wealth Management
Wisconsin
$197K -$17.1K -157 -8%
HPC
140
HM Payson & Co
Maine
$189K -$54.5K -500 -22%
CF
141
Centaurus Financial
California
$172K +$172K +1,581 New
PS
142
Principal Securities
Iowa
$119K
SWM
143
Spire Wealth Management
Virginia
$116K
LFG
144
Larson Financial Group
Missouri
$114K +$218 +2 +0.2%
GI
145
GAMMA Investing
California
$101K
IA
146
IFP Advisors
Florida
$97.9K
T
147
Tidemark
California
$96.9K
PWAM
148
Private Wealth Asset Management
Iowa
$93.1K +$93.1K +854 New
CHC
149
City Holding Co
West Virginia
$89.9K
Citigroup
150
Citigroup
New York
$80.9K