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First Trust Mid Cap Core AlphaDEX Fund
196 hedge funds and large institutions have $777M invested in First Trust Mid Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
4% more funds holding
Funds holding: 188 → 196 (+8)
1.48% more ownership
Funds ownership: 64.8% → 66.27% (+1.5%)
2% more capital invested
Capital invested by funds: $764M → $777M (+$13.1M)
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: 3 → 2 (-1)
Holders
196
Holders Change
+8
Holders Change %
+4.26%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
21
Increased
58
Reduced
71
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$6.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.47M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.62M |
Top Sellers
| 1 |
LWM
Lakeridge Wealth Management
Mentor,
Ohio
|
-$5.92M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$5.06M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.05M |
| 4 |
VF
Virtu Financial
New York
|
-$2.31M |
| 5 |
Goldman Sachs
New York
|
-$1.72M |
