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First Trust Mid Cap Core AlphaDEX Fund

188 hedge funds and large institutions have $764M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 75 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
176
Trifecta Capital Advisors
Illinois
$16.8K
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$15.3K
SAM
178
Smartleaf Asset Management
Massachusetts
$12.6K
PB
179
Pinnacle Bancorp
Nebraska
$12.5K
SL
180
Salomon & Ludwin
Virginia
$11.4K
KA
181
Kozak & Associates
Colorado
$11.2K
Q1WB
182
Quest 10 Wealth Builders
Virginia
$9.4K
TFA
183
Transamerica Financial Advisors
Florida
$8.4K
LC
184
Luminist Capital
Michigan
$6.72K
NRG
185
Nemes Rush Group
Michigan
$5.15K
PAG
186
Paladin Advisory Group
Iowa
$3.89K
EWA
187
EverSource Wealth Advisors
Alabama
$1.5K
TRCT
188
Tower Research Capital (TRC)
New York
$752
SIS
189
Sound Income Strategies
Florida
$1
AI
190
Atria Investments
North Carolina
WIC
191
Woodmont Investment Counsel
Tennessee
OMC
192
Old Mission Capital
Illinois
RA
193
RFG Advisory
Alabama
TSS
194
Two Sigma Securities
New York
IWC
195
Integrated Wealth Concepts
Massachusetts
CIA
196
Concurrent Investment Advisors
Florida
AAP
197
Arax Advisory Partners
Colorado
William Blair & Company
198
William Blair & Company
Illinois
TPWA
199
Twin Peaks Wealth Advisors
California
National Bank of Canada
200
National Bank of Canada
Quebec, Canada