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First Trust Mid Cap Core AlphaDEX Fund

192 hedge funds and large institutions have $776M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 71 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 ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$6.06M
2 +$4.24M
3 +$3.47M
4
JWCA
J.W. Cole Advisors
Florida
+$2.25M
5
Wells Fargo
Wells Fargo
California
+$1.62M

Top Sellers

1 -$5.92M
2 -$5.06M
3 -$5.05M
4
VF
Virtu Financial
New York
-$2.31M
5
Goldman Sachs
Goldman Sachs
New York
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
151
Arax Advisory Partners
Colorado
$139K
AssetMark Inc
152
AssetMark Inc
California
$123K
GRP
153
Global Retirement Partners
California
$121K
LFG
154
Larson Financial Group
Missouri
$117K
GI
155
GAMMA Investing
California
$117K
T
156
Tidemark
California
$112K
PWAM
157
Private Wealth Asset Management
Iowa
$108K
Citigroup
158
Citigroup
New York
$93.5K
MB
159
MidFirst Bank
Oklahoma
$92.2K
CHC
160
City Holding Co
West Virginia
$91.3K
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$85.7K
Russell Investments Group
162
Russell Investments Group
United Kingdom
$58.7K
JP Morgan Chase
163
JP Morgan Chase
New York
$50.6K
AUB
164
Atlantic Union Bankshares
Virginia
$48.8K
GSWM
165
Golden State Wealth Management
California
$36.6K
BTD
166
BankPlus Trust Department
Mississippi
$36.5K
KFI
167
Key Financial Inc
Pennsylvania
$36.4K
AIM
168
Anchor Investment Management
South Carolina
$34.4K
AF
169
Alerus Financial
North Dakota
$32.5K
MIM
170
MTM Investment Management
South Carolina
$30.6K
SS
171
Sunbelt Securities
Texas
$26K
FC
172
Financial Consulate
Maryland
$23.3K
CA
173
CoreCap Advisors
Michigan
$18.4K
TCA
174
Trifecta Capital Advisors
Illinois
$16.9K
FP
175
Financial Perspectives
Minnesota
$16.4K