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First Trust Mid Cap Core AlphaDEX Fund

179 hedge funds and large institutions have $719M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
51
Reduced
79
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
151
Continuum Advisory
Idaho
$70.8K
AFS
152
Anderson Financial Strategies
Ohio
$54.5K +$54.5K +500 New
HCP
153
Hexagon Capital Partners
Arkansas
$48.7K
SSB
154
Sandy Spring Bank
Maryland
$42.2K
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$37.7K -$118K -1,078 -76%
BTD
156
BankPlus Trust Department
Mississippi
$31.6K +$31.6K +290 New
KFI
157
Key Financial Inc
Pennsylvania
$31.5K
GSWM
158
Golden State Wealth Management
California
$31.5K +$1.86K +17 +6%
CA
159
CoreCap Advisors
Michigan
$30.1K -$19.1K -175 -39%
LC
160
Lindbrook Capital
California
$30K
AIM
161
Anchor Investment Management
South Carolina
$29.8K
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$23.2K
SS
163
Sunbelt Securities
Texas
$22.3K +$109 +1 +0.5%
MG
164
Mather Group
Illinois
$21.7K
CAM
165
Creekmur Asset Management
Illinois
$14.8K
TCA
166
Trifecta Capital Advisors
Illinois
$14.6K
SAM
167
Smartleaf Asset Management
Massachusetts
$10.9K
PB
168
Pinnacle Bancorp
Nebraska
$10.9K
SL
169
Salomon & Ludwin
Virginia
$9.81K
KA
170
Kozak & Associates
Colorado
$9.52K +$101 +1 +1%
SIS
171
Sound Income Strategies
Florida
$9.26K
TFA
172
Transamerica Financial Advisors
Florida
$9K -$1.29M -11,187 -99%
Q1WB
173
Quest 10 Wealth Builders
Virginia
$8.17K -$36K -330 -81%
AssetMark Inc
174
AssetMark Inc
California
$6.21K
LC
175
Luminist Capital
Michigan
$5.83K