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First Trust Mid Cap Core AlphaDEX Fund

189 hedge funds and large institutions have $735M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 83 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 ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

46% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 83

Holders
189
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
Osaic Holdings
Osaic Holdings
Arizona
+$3.33M
5
UBS Group
UBS Group
Switzerland
+$2.64M

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
LFG
151
Larson Financial Group
Missouri
$120K
PS
152
Principal Securities
Iowa
$116K
GRP
153
Global Retirement Partners
California
$110K
GI
154
GAMMA Investing
California
$106K
IA
155
IFP Advisors
Florida
$103K
T
156
Tidemark
California
$102K
PWAM
157
Private Wealth Asset Management
Iowa
$98.1K
CHC
158
City Holding Co
West Virginia
$94.8K
Citigroup
159
Citigroup
New York
$85.2K
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$78.1K
William Blair & Company
161
William Blair & Company
Illinois
$47K
AUB
162
Atlantic Union Bankshares
Virginia
$44.4K
BTD
163
BankPlus Trust Department
Mississippi
$33.3K
GSWM
164
Golden State Wealth Management
California
$33.2K
KFI
165
Key Financial Inc
Pennsylvania
$33.2K
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$31.9K
CA
167
CoreCap Advisors
Michigan
$31.7K
AIM
168
Anchor Investment Management
South Carolina
$31.4K
AF
169
Alerus Financial
North Dakota
$29.6K
MIM
170
MTM Investment Management
South Carolina
$27.9K
SS
171
Sunbelt Securities
Texas
$23.7K
TPWA
172
Twin Peaks Wealth Advisors
California
$16K
CAM
173
Creekmur Asset Management
Illinois
$15.6K
TCA
174
Trifecta Capital Advisors
Illinois
$15.4K
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$14K