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First Trust Mid Cap Core AlphaDEX Fund

193 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 18 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
193
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
ACM
126
Aspen Capital Management
Idaho
$263K
RFS
127
RM Financial Services
Maine
$252K
BWM
128
BKM Wealth Management
Wisconsin
$251K
WHG
129
Westwood Holdings Group
Texas
$250K
KWM
130
Kingsview Wealth Management
Oregon
$249K
CFA
131
Cahill Financial Advisors
Minnesota
$248K
CFG
132
Cornerstone Financial Group
Nebraska
$241K
KWA
133
Kingswood Wealth Advisors
California
$240K
MAG
134
M3 Advisory Group
Massachusetts
$240K
PWM
135
Purus Wealth Management
California
$239K
T
136
TrueFG
Texas
$234K
FF
137
Farrell Financial
New York
$224K
TWM
138
Trueblood Wealth Management
Ohio
$222K
AIFAIM
139
American Institute for Advanced Investment Management
Arizona
$221K
HPC
140
HM Payson & Co
Maine
$219K
TSMHT
141
Thurston Springer Miller Herd & Titak
Indiana
$215K
AG
142
AmeriFlex Group
Nevada
$209K
BAWC
143
Boyce & Associates Wealth Consulting
Texas
$209K
AF
144
Allworth Financial
California
$209K
AAS
145
Ameritas Advisory Services
Nebraska
$203K
SAM
146
Strategy Asset Managers
California
$203K
MAS
147
Meeder Advisory Services
Ohio
$201K
MAS
148
MPWM Advisory Solutions
Georgia
$196K
SIS
149
Sound Income Strategies
Florida
$186K
NS
150
NBC Securities
Alabama
$185K