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First Trust Mid Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $813M invested in First Trust Mid Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

24% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 59

6% more funds holding

Funds holding: 196208 (+12)

5% more capital invested

Capital invested by funds: $777M → $813M (+$36.4M)

0.43% more ownership

Funds ownership: 66.27%66.7% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
208
Holders Change
+12
Holders Change %
+6.12%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
73
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
AmeriFlex Group
Nevada
$217K +$4.37K +33 +2%
AF
152
Allworth Financial
California
$212K +$133 +1 +0.1%
BAWC
153
Boyce & Associates Wealth Consulting
Texas
$208K -$4.64K -35 -2%
AWM
154
AE Wealth Management
Kansas
$207K +$214K +1,617 New
AAS
155
Ameritas Advisory Services
Nebraska
$206K
SAM
156
Strategy Asset Managers
California
$206K
MAS
157
MPWM Advisory Solutions
Georgia
$204K +$4.64K +35 +2%
IWN
158
Independent Wealth Network
Iowa
$204K -$290K -2,191 -58%
ZIC
159
ZWJ Investment Counsel
Georgia
$202K +$209K +1,576 New
WTC
160
WhitTier Trust Company
Nevada
$195K +$199K +1,502 New
NS
161
NBC Securities
Alabama
$189K +$265 +2 +0.1%
SIS
162
Sound Income Strategies
Florida
$179K
GI
163
GAMMA Investing
California
$166K +$48.8K +368 +40%
IA
164
IFP Advisors
Florida
$151K
AAP
165
Arax Advisory Partners
Colorado
$137K -$3.98K -30 -3%
AGA
166
Arkos Global Advisors
Texas
$136K +$140K +1,058 New
PA
167
Parallel Advisors
California
$135K +$126K +952 +943%
AssetMark Inc
168
AssetMark Inc
California
$133K +$8.22K +62 +6%
LFG
169
Larson Financial Group
Missouri
$119K +$265 +2 +0.2%
UBS AM
170
UBS AM
Illinois
$117K +$121K +912 New
T
171
Tidemark
California
$114K
PWAM
172
Private Wealth Asset Management
Iowa
$110K
Citigroup
173
Citigroup
New York
$95.2K
MB
174
MidFirst Bank
Oklahoma
$93.9K
CHC
175
City Holding Co
West Virginia
$93K