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First Trust Mid Cap Core AlphaDEX Fund

192 hedge funds and large institutions have $776M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 71 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$6.06M
2 +$4.24M
3 +$3.47M
4
JWCA
J.W. Cole Advisors
Florida
+$2.25M
5
Wells Fargo
Wells Fargo
California
+$1.62M

Top Sellers

1 -$5.92M
2 -$5.06M
3 -$5.05M
4
VF
Virtu Financial
New York
-$2.31M
5
Goldman Sachs
Goldman Sachs
New York
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
126
RM Financial Services
Maine
$252K
BWM
127
BKM Wealth Management
Wisconsin
$251K
WHG
128
Westwood Holdings Group
Texas
$250K
KWM
129
Kingsview Wealth Management
Oregon
$249K
CFA
130
Cahill Financial Advisors
Minnesota
$248K
CFG
131
Cornerstone Financial Group
Nebraska
$241K
KWA
132
Kingswood Wealth Advisors
California
$240K
MAG
133
M3 Advisory Group
Massachusetts
$240K
PWM
134
Purus Wealth Management
California
$239K
T
135
TrueFG
Texas
$234K
FF
136
Farrell Financial
New York
$224K
TWM
137
Trueblood Wealth Management
Ohio
$222K
AIFAIM
138
American Institute for Advanced Investment Management
Arizona
$221K
HPC
139
HM Payson & Co
Maine
$219K
TSMHT
140
Thurston Springer Miller Herd & Titak
Indiana
$215K
AG
141
AmeriFlex Group
Nevada
$209K
BAWC
142
Boyce & Associates Wealth Consulting
Texas
$209K
AF
143
Allworth Financial
California
$209K
AAS
144
Ameritas Advisory Services
Nebraska
$203K
SAM
145
Strategy Asset Managers
California
$203K
MAS
146
Meeder Advisory Services
Ohio
$201K
MAS
147
MPWM Advisory Solutions
Georgia
$196K
SIS
148
Sound Income Strategies
Florida
$186K
NS
149
NBC Securities
Alabama
$185K
IA
150
IFP Advisors
Florida
$148K