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First Trust Mid Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $813M invested in First Trust Mid Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 59

6% more funds holding

Funds holding: 196208 (+12)

5% more capital invested

Capital invested by funds: $777M → $813M (+$36.4M)

0.43% more ownership

Funds ownership: 66.27%66.7% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
208
Holders Change
+12
Holders Change %
+6.12%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
73
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
126
Centaurus Financial
California
$276K -$42K -317 -13%
WS
127
Wedbush Securities
California
$273K +$3.31K +25 +1%
KWA
128
Kingswood Wealth Advisors
California
$270K +$25.6K +193 +10%
PWPS
129
Pinnacle Wealth Planning Services
Ohio
$269K
MCM
130
MAI Capital Management
Ohio
$269K
ACM
131
Aspen Capital Management
Idaho
$267K
CFG
132
Cornerstone Financial Group
Nebraska
$265K +$663 +5 +0.3%
TAM
133
Titleist Asset Management
Texas
$262K -$7.55K -57 -3%
IWC
134
Integrated Wealth Concepts
Massachusetts
$260K +$269K +2,028 New
KWM
135
Kingsview Wealth Management
Oregon
$258K +$3.98K +30 +2%
RFS
136
RM Financial Services
Maine
$256K
ASN
137
Advisory Services Network
Georgia
$256K +$264K +1,993 New
WHG
138
Westwood Holdings Group
Texas
$254K -$1.32K -10 -0.5%
CFA
139
Cahill Financial Advisors
Minnesota
$253K
BWM
140
BKM Wealth Management
Wisconsin
$252K -$3.05K -23 -1%
MYIA
141
Mount Yale Investment Advisors
Colorado
$239K +$248K +1,868 New
VAS
142
Vestmark Advisory Solutions
Massachusetts
$239K +$247K +1,867 New
T
143
TrueFG
Texas
$239K
IFG
144
Independent Financial Group
California
$234K -$9.94K -75 -4%
FF
145
Farrell Financial
New York
$229K +$265 +2 +0.1%
TWM
146
Trueblood Wealth Management
Ohio
$227K +$530 +4 +0.2%
AIFAIM
147
American Institute for Advanced Investment Management
Arizona
$225K
HPC
148
HM Payson & Co
Maine
$223K
TSMHT
149
Thurston Springer Miller Herd & Titak
Indiana
$218K
MAG
150
M3 Advisory Group
Massachusetts
$217K -$28.1K -212 -11%