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First Trust Mid Cap Core AlphaDEX Fund

189 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 83 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 ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

46% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 83

Holders
189
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
Osaic Holdings
Osaic Holdings
Arizona
+$3.33M
5
UBS Group
UBS Group
Switzerland
+$2.64M

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
PFA
126
Pure Financial Advisors
California
$242K
KWM
127
Kingsview Wealth Management
Oregon
$241K
PWPS
128
Pinnacle Wealth Planning Services
Ohio
$241K
BAWC
129
Boyce & Associates Wealth Consulting
Texas
$241K
ACM
130
Aspen Capital Management
Idaho
$239K
AF
131
Allworth Financial
California
$239K
WHG
132
Westwood Holdings Group
Texas
$228K
CFA
133
Cahill Financial Advisors
Minnesota
$226K
BWM
134
BKM Wealth Management
Wisconsin
$223K
MAG
135
M3 Advisory Group
Massachusetts
$223K
CFG
136
Cornerstone Financial Group
Nebraska
$219K
IWC
137
Integrated Wealth Concepts
Massachusetts
$218K
IF
138
Intrua Financial
Texas
$214K
SPC
139
Sigma Planning Corp
Michigan
$213K
KWA
140
Kingswood Wealth Advisors
California
$213K
CIA
141
Concurrent Investment Advisors
Florida
$208K
FF
142
Farrell Financial
New York
$204K
CF
143
Centaurus Financial
California
$204K
TWM
144
Trueblood Wealth Management
Ohio
$202K
AIFAIM
145
American Institute for Advanced Investment Management
Arizona
$202K
HPC
146
HM Payson & Co
Maine
$199K
AAS
147
Ameritas Advisory Services
Nebraska
$186K
MAS
148
MPWM Advisory Solutions
Georgia
$179K
AAP
149
Arax Advisory Partners
Colorado
$170K
AssetMark Inc
150
AssetMark Inc
California
$123K