FNX icon

First Trust Mid Cap Core AlphaDEX Fund

186 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, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
45
Reduced
82
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
151
Global Retirement Partners
California
$110K +$110K +956 New
GI
152
GAMMA Investing
California
$106K
IA
153
IFP Advisors
Florida
$103K
T
154
Tidemark
California
$102K
PWAM
155
Private Wealth Asset Management
Iowa
$98.1K
CHC
156
City Holding Co
West Virginia
$94.8K
Citigroup
157
Citigroup
New York
$85.2K
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$78.1K +$78.1K +680 New
William Blair & Company
159
William Blair & Company
Illinois
$47K +$47K +409 New
AUB
160
Atlantic Union Bankshares
Virginia
$44.4K +$44.4K +387 New
BTD
161
BankPlus Trust Department
Mississippi
$33.3K
GSWM
162
Golden State Wealth Management
California
$33.2K +$115 +1 +0.3%
KFI
163
Key Financial Inc
Pennsylvania
$33.2K
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$31.9K -$7.81K -68 -20%
CA
165
CoreCap Advisors
Michigan
$31.7K
AIM
166
Anchor Investment Management
South Carolina
$31.4K
AF
167
Alerus Financial
North Dakota
$29.6K +$29.6K +258 New
MIM
168
MTM Investment Management
South Carolina
$27.9K +$27.9K +243 New
SS
169
Sunbelt Securities
Texas
$23.7K -$116 -1 -0.5%
TPWA
170
Twin Peaks Wealth Advisors
California
$16K +$16K +134 New
CAM
171
Creekmur Asset Management
Illinois
$15.6K
TCA
172
Trifecta Capital Advisors
Illinois
$15.4K
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$14K -$14K -122 -50%
SAM
174
Smartleaf Asset Management
Massachusetts
$11.6K
PB
175
Pinnacle Bancorp
Nebraska
$11.5K