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First Trust Mid Cap Core AlphaDEX Fund

193 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 18 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
193
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
IA
151
IFP Advisors
Florida
$148K
AAP
152
Arax Advisory Partners
Colorado
$139K
AssetMark Inc
153
AssetMark Inc
California
$123K
GRP
154
Global Retirement Partners
California
$121K
LFG
155
Larson Financial Group
Missouri
$117K
GI
156
GAMMA Investing
California
$117K
T
157
Tidemark
California
$112K
PWAM
158
Private Wealth Asset Management
Iowa
$108K
Citigroup
159
Citigroup
New York
$93.5K
MB
160
MidFirst Bank
Oklahoma
$92.2K
CHC
161
City Holding Co
West Virginia
$91.3K
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$85.7K
Russell Investments Group
163
Russell Investments Group
United Kingdom
$58.7K
JP Morgan Chase
164
JP Morgan Chase
New York
$50.6K
AUB
165
Atlantic Union Bankshares
Virginia
$48.8K
GSWM
166
Golden State Wealth Management
California
$36.6K
BTD
167
BankPlus Trust Department
Mississippi
$36.5K
KFI
168
Key Financial Inc
Pennsylvania
$36.4K
AIM
169
Anchor Investment Management
South Carolina
$34.4K
AF
170
Alerus Financial
North Dakota
$32.5K
MIM
171
MTM Investment Management
South Carolina
$30.6K
SS
172
Sunbelt Securities
Texas
$26K
FC
173
Financial Consulate
Maryland
$23.3K
CA
174
CoreCap Advisors
Michigan
$18.4K
TCA
175
Trifecta Capital Advisors
Illinois
$16.9K