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First Trust Mid Cap Core AlphaDEX Fund

207 hedge funds and large institutions have $812M invested in First Trust Mid Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 60 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
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
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
126
Kingswood Wealth Advisors
California
$270K
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$269K
MCM
128
MAI Capital Management
Ohio
$269K
ACM
129
Aspen Capital Management
Idaho
$267K
CFG
130
Cornerstone Financial Group
Nebraska
$265K
TAM
131
Titleist Asset Management
Texas
$262K
IWC
132
Integrated Wealth Concepts
Massachusetts
$260K
KWM
133
Kingsview Wealth Management
Oregon
$258K
RFS
134
RM Financial Services
Maine
$256K
ASN
135
Advisory Services Network
Georgia
$256K
WHG
136
Westwood Holdings Group
Texas
$254K
CFA
137
Cahill Financial Advisors
Minnesota
$253K
BWM
138
BKM Wealth Management
Wisconsin
$252K
MYIA
139
Mount Yale Investment Advisors
Colorado
$239K
VAS
140
Vestmark Advisory Solutions
Massachusetts
$239K
T
141
TrueFG
Texas
$239K
IFG
142
Independent Financial Group
California
$234K
FF
143
Farrell Financial
New York
$229K
TWM
144
Trueblood Wealth Management
Ohio
$227K
AIFAIM
145
American Institute for Advanced Investment Management
Arizona
$225K
HPC
146
HM Payson & Co
Maine
$223K
TSMHT
147
Thurston Springer Miller Herd & Titak
Indiana
$218K
MAG
148
M3 Advisory Group
Massachusetts
$217K
AG
149
AmeriFlex Group
Nevada
$217K
AF
150
Allworth Financial
California
$212K