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First Trust Mid Cap Core AlphaDEX Fund

190 hedge funds and large institutions have $737M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 85 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.21% less ownership

Funds ownership: 65.29%65.08% (-0.21%)

48% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 85

Holders
190
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 +$11.7M
2 +$4.95M
3 +$3.49M
4
UBS Group
UBS Group
Switzerland
+$2.64M
5
FWA
FSM Wealth Advisors
Ohio
+$2.49M

Top Sellers

1 -$13.7M
2 -$12.5M
3 -$12.2M
4
GS
GTS Securities
New York
-$4.78M
5
Bank of America
Bank of America
North Carolina
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
126
Wedbush Securities
California
$242K
PFA
127
Pure Financial Advisors
California
$242K
KWM
128
Kingsview Wealth Management
Oregon
$241K
PWPS
129
Pinnacle Wealth Planning Services
Ohio
$241K
BAWC
130
Boyce & Associates Wealth Consulting
Texas
$241K
ACM
131
Aspen Capital Management
Idaho
$239K
AF
132
Allworth Financial
California
$239K
WHG
133
Westwood Holdings Group
Texas
$228K
CFA
134
Cahill Financial Advisors
Minnesota
$226K
BWM
135
BKM Wealth Management
Wisconsin
$223K
MAG
136
M3 Advisory Group
Massachusetts
$223K
CFG
137
Cornerstone Financial Group
Nebraska
$219K
IWC
138
Integrated Wealth Concepts
Massachusetts
$218K
IF
139
Intrua Financial
Texas
$214K
SPC
140
Sigma Planning Corp
Michigan
$213K
KWA
141
Kingswood Wealth Advisors
California
$213K
CIA
142
Concurrent Investment Advisors
Florida
$208K
FF
143
Farrell Financial
New York
$204K
CF
144
Centaurus Financial
California
$204K
TWM
145
Trueblood Wealth Management
Ohio
$202K
AIFAIM
146
American Institute for Advanced Investment Management
Arizona
$202K
HPC
147
HM Payson & Co
Maine
$199K
AAS
148
Ameritas Advisory Services
Nebraska
$186K
MAS
149
MPWM Advisory Solutions
Georgia
$179K
AAP
150
Arax Advisory Partners
Colorado
$170K