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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
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$87.2K
MIM
177
Marshall Investment Management
Colorado
$69.4K +$71.7K +541 New
IA
178
IFG Advisory
Georgia
$53.2K +$55K +415 New
AUB
179
Atlantic Union Bankshares
Virginia
$49.6K
GSWM
180
Golden State Wealth Management
California
$39K +$1.72K +13 +4%
BTD
181
BankPlus Trust Department
Mississippi
$37.2K
KFI
182
Key Financial Inc
Pennsylvania
$37.1K
AIM
183
Anchor Investment Management
South Carolina
$35K
AF
184
Alerus Financial
North Dakota
$33.1K
Russell Investments Group
185
Russell Investments Group
United Kingdom
$31.4K -$29.3K -221 -47%
MIM
186
MTM Investment Management
South Carolina
$31.2K
GSEP
187
Golden State Equity Partners
California
$31K +$32.1K +242 New
SS
188
Sunbelt Securities
Texas
$26.5K +$133 +1 +0.5%
MG
189
Mather Group
Illinois
$25.5K +$26.4K +199 New
FC
190
Financial Consulate
Maryland
$23.7K
CA
191
CoreCap Advisors
Michigan
$18.7K
TCA
192
Trifecta Capital Advisors
Illinois
$17.2K
FP
193
Financial Perspectives
Minnesota
$16.7K
IPS
194
Investors Portfolio Services
Washington
$15.4K
TPWA
195
Twin Peaks Wealth Advisors
California
$15.1K +$15.6K +118 New
KA
196
Kozak & Associates
Colorado
$12.7K +$133 +1 +1%
SAM
197
Smartleaf Asset Management
Massachusetts
$12.6K
SL
198
Salomon & Ludwin
Virginia
$11.6K
PB
199
Pinnacle Bancorp
Nebraska
$11.5K
SIC
200
SJS Investment Consulting
Ohio
$11.2K +$11.5K +87 New