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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
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$15.4K
IPS
177
Investors Portfolio Services
Washington
$15.1K
SAM
178
Smartleaf Asset Management
Massachusetts
$12.8K
PA
179
Parallel Advisors
California
$12.7K
KA
180
Kozak & Associates
Colorado
$12.5K
SL
181
Salomon & Ludwin
Virginia
$11.7K
PB
182
Pinnacle Bancorp
Nebraska
$11.3K
Q1WB
183
Quest 10 Wealth Builders
Virginia
$9.45K
TFA
184
Transamerica Financial Advisors
Florida
$8.34K
LC
185
Luminist Capital
Michigan
$6.72K
ST
186
Smithfield Trust
Pennsylvania
$6K
NRG
187
Nemes Rush Group
Michigan
$5.17K
PAG
188
Paladin Advisory Group
Iowa
$3.9K
MCA
189
McGuire Capital Advisors
Oklahoma
$2.27K
KFG
190
Kingdom Financial Group
Arizona
$1.91K
EWA
191
EverSource Wealth Advisors
Alabama
$1.51K
TRCT
192
Tower Research Capital (TRC)
New York
$630
VF
193
Virtu Financial
New York
KWS
194
Keystone Wealth Services
California
GWSG
195
GPS Wealth Strategies Group
Colorado
FTUS
196
Flow Traders U.S.
New York
Jane Street
197
Jane Street
New York
HF
198
HRT Financial
New York
PFA
199
Pure Financial Advisors
California
MIM
200
Marshall Investment Management
Colorado