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First Trust Mid Cap Growth AlphaDEX Fund

98 hedge funds and large institutions have $274M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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 +$5.79M
2 +$5.65M
3 +$4.79M
4
LPL Financial
LPL Financial
California
+$3.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.13M

Top Sellers

1 -$222M
2 -$4.23M
3 -$3.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.41M
5
GSC
G&S Capital
Colorado
-$947K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Purus Wealth Management
California
$563K
TCA
52
Transcend Capital Advisors
New Jersey
$562K
SFPG
53
Stonebridge Financial Planning Group
Florida
$551K
GWM
54
Geneos Wealth Management
Colorado
$492K
SWP
55
Stratos Wealth Partners
Ohio
$451K
Mariner
56
Mariner
Kansas
$440K
CWM
57
Cornerstone Wealth Management
Missouri
$425K
NWWA
58
New Wave Wealth Advisors
Arkansas
$416K
BPA
59
Beacon Pointe Advisors
California
$412K
IWC
60
Integrated Wealth Concepts
Massachusetts
$403K
EW
61
Element Wealth
Mississippi
$386K
CPA
62
Clear Point Advisors
New York
$383K
IA
63
IFP Advisors
Florida
$374K
Jane Street
64
Jane Street
New York
$362K
BW
65
BostonPremier Wealth
Massachusetts
$350K
DADC
66
D.A. Davidson & Co
Montana
$350K
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$348K
KWS
68
Keystone Wealth Services
California
$314K
HighTower Advisors
69
HighTower Advisors
Illinois
$306K
IAN
70
Integrated Advisors Network
Texas
$302K
KeyBank National Association
71
KeyBank National Association
Ohio
$294K
WFA
72
WMG Financial Advisors
Tennessee
$274K
GWP
73
Gateway Wealth Partners
Wisconsin
$273K
IWM
74
IHT Wealth Management
Illinois
$249K
FAIM
75
Financial Advocates Investment Management
Washington
$249K