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First Trust Mid Cap Growth AlphaDEX Fund

120 hedge funds and large institutions have $347M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

12% more funds holding

Funds holding: 107120 (+13)

4% more capital invested

Capital invested by funds: $333M → $347M (+$14.5M)

0.45% more ownership

Funds ownership: 74.94%75.4% (+0.45%)

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

Holders
120
Holders Change
+13
Holders Change %
+12.15%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
31
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.13M -$31.5K -343 -1%
GRP
27
Global Retirement Partners
California
$2.04M -$19.7K -215 -1%
EH
28
Equitable Holdings
New York
$2.01M +$115K +1,253 +6%
Citadel Advisors
29
Citadel Advisors
Florida
$1.94M +$1.95M +21,279 New
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.84M +$50.8K +553 +3%
EAM
31
Empirical Asset Management
Massachusetts
$1.73M +$685K +7,454 +65%
SA
32
Sylvest Advisors
Texas
$1.69M +$105K +1,138 +7%
CWA
33
Crux Wealth Advisors
California
$1.65M +$1.67M +18,131 New
MIM
34
MTM Investment Management
South Carolina
$1.61M -$7.99K -87 -0.5%
WFP
35
Worthington Financial Partners
Ohio
$1.49M +$1.5M +16,368 New
Stifel Financial
36
Stifel Financial
Missouri
$1.41M -$628K -6,838 -31%
PWM
37
Pursuit Wealth Management
Florida
$1.35M +$1.36M +14,856 New
TFA
38
Transamerica Financial Advisors
Florida
$1.27M -$50.9K -554 -4%
GSC
39
G&S Capital
Colorado
$1.12M -$51.3K -559 -4%
GS
40
GTS Securities
New York
$1.12M
Comerica Bank
41
Comerica Bank
Texas
$1.04M +$52.6K +573 +5%
AIA
42
AssuredPartners Investment Advisors
Florida
$1.03M
PWA
43
PCG Wealth Advisors
Kansas
$876K +$8.08K +88 +0.9%
IA
44
IFP Advisors
Florida
$815K +$2.39K +26 +0.3%
GVAG
45
Great Valley Advisor Group
Delaware
$773K
Baird Financial Group
46
Baird Financial Group
Wisconsin
$730K +$20.7K +225 +3%
WIA
47
World Investment Advisors
California
$714K
DWMS
48
Dominguez Wealth Management Solutions
Virginia
$710K -$13.6K -148 -2%
MML Investors Services
49
MML Investors Services
Massachusetts
$693K -$77.7K -846 -10%
SFPG
50
Stonebridge Financial Planning Group
Florida
$690K +$19.7K +214 +3%