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First Trust Mid Cap Growth AlphaDEX Fund

119 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
Holders
119
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Purus Wealth Management
California
$663K
AWAG
52
ARS Wealth Advisors Group
Florida
$642K
MA
53
Mutual Advisors
Nebraska
$631K
TCA
54
Transcend Capital Advisors
New Jersey
$628K
SPC
55
Sigma Planning Corp
Michigan
$587K
FFS
56
Founders Financial Securities
Maryland
$582K
Creative Planning
57
Creative Planning
Kansas
$570K
SWP
58
Stratos Wealth Partners
Ohio
$540K
Mariner
59
Mariner
Kansas
$527K
US Bancorp
60
US Bancorp
Minnesota
$519K
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$518K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$517K
CWM
63
Cornerstone Wealth Management
Missouri
$517K
PVI
64
Pine Valley Investments
New Jersey
$490K
SA
65
Sanctuary Advisors
Indiana
$489K
PFPG
66
Pinnacle Financial Partners (Georgia)
Georgia
$488K
GWM
67
Geneos Wealth Management
Colorado
$478K
EW
68
Element Wealth
Mississippi
$465K
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$424K
BW
70
BostonPremier Wealth
Massachusetts
$423K
DADC
71
D.A. Davidson & Co
Montana
$415K
NWWA
72
New Wave Wealth Advisors
Arkansas
$409K
CPA
73
Clear Point Advisors
New York
$405K
KWS
74
Keystone Wealth Services
California
$383K
KeyBank National Association
75
KeyBank National Association
Ohio
$358K