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First Trust Mid Cap Core AlphaDEX Fund

190 hedge funds and large institutions have $737M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 85 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.21% less ownership

Funds ownership: 65.29%65.08% (-0.21%)

48% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 85

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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 +$11.7M
2 +$4.95M
3 +$3.49M
4
UBS Group
UBS Group
Switzerland
+$2.64M
5
FWA
FSM Wealth Advisors
Ohio
+$2.49M

Top Sellers

1 -$13.7M
2 -$12.5M
3 -$12.2M
4
GS
GTS Securities
New York
-$4.78M
5
Bank of America
Bank of America
North Carolina
-$4.65M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$123K
LFG
152
Larson Financial Group
Missouri
$120K
PS
153
Principal Securities
Iowa
$116K
GRP
154
Global Retirement Partners
California
$110K
GI
155
GAMMA Investing
California
$106K
IA
156
IFP Advisors
Florida
$103K
T
157
Tidemark
California
$102K
PWAM
158
Private Wealth Asset Management
Iowa
$98.1K
CHC
159
City Holding Co
West Virginia
$94.8K
Citigroup
160
Citigroup
New York
$85.2K
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$78.1K
William Blair & Company
162
William Blair & Company
Illinois
$47K
AUB
163
Atlantic Union Bankshares
Virginia
$44.4K
BTD
164
BankPlus Trust Department
Mississippi
$33.3K
GSWM
165
Golden State Wealth Management
California
$33.2K
KFI
166
Key Financial Inc
Pennsylvania
$33.2K
JP Morgan Chase
167
JP Morgan Chase
New York
$31.9K
CA
168
CoreCap Advisors
Michigan
$31.7K
AIM
169
Anchor Investment Management
South Carolina
$31.4K
AF
170
Alerus Financial
North Dakota
$29.6K
MIM
171
MTM Investment Management
South Carolina
$27.9K
SS
172
Sunbelt Securities
Texas
$23.7K
TPWA
173
Twin Peaks Wealth Advisors
California
$16K
CAM
174
Creekmur Asset Management
Illinois
$15.6K
TCA
175
Trifecta Capital Advisors
Illinois
$15.4K