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First Trust Mid Cap Core AlphaDEX Fund

188 hedge funds and large institutions have $764M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 75 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
LFG
151
Larson Financial Group
Missouri
$127K
AssetMark Inc
152
AssetMark Inc
California
$123K
GRP
153
Global Retirement Partners
California
$120K
GI
154
GAMMA Investing
California
$116K
IA
155
IFP Advisors
Florida
$113K
T
156
Tidemark
California
$111K
PWAM
157
Private Wealth Asset Management
Iowa
$107K
TSMHT
158
Thurston Springer Miller Herd & Titak
Indiana
$106K
CHC
159
City Holding Co
West Virginia
$103K
Citigroup
160
Citigroup
New York
$93.1K
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$85.3K
Russell Investments Group
162
Russell Investments Group
United Kingdom
$58.4K
AUB
163
Atlantic Union Bankshares
Virginia
$48.5K
KFI
164
Key Financial Inc
Pennsylvania
$36.4K
BTD
165
BankPlus Trust Department
Mississippi
$36.4K
GSWM
166
Golden State Wealth Management
California
$36.3K
JP Morgan Chase
167
JP Morgan Chase
New York
$34.9K
CA
168
CoreCap Advisors
Michigan
$34.6K
AIM
169
Anchor Investment Management
South Carolina
$34.2K
AF
170
Alerus Financial
North Dakota
$32.4K
MIM
171
MTM Investment Management
South Carolina
$30.5K
SS
172
Sunbelt Securities
Texas
$25.8K
MG
173
Mather Group
Illinois
$25K
FC
174
Financial Consulate
Maryland
$23.2K
CAM
175
Creekmur Asset Management
Illinois
$17.1K