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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
GWP
76
Gateway Wealth Partners
Wisconsin
$302K -$1.93K -21 -0.6%
PI
77
PFG Investments
New York
$292K +$294K +3,205 New
SIS
78
Sound Income Strategies
Florida
$290K +$271K +2,950 New
HI
79
Harbour Investments
Wisconsin
$283K -$184 -2 -0.1%
TA
80
TKG Advisors
Indiana
$278K -$19.9K -217 -7%
QCG
81
Quadrant Capital Group
Ohio
$274K +$276K +3,000 New
PWS
82
Proactive Wealth Strategies
Georgia
$269K +$271K +2,947 New
RIS
83
Richmond Investment Services
Wisconsin
$256K
VVP
84
Venture Visionary Partners
Ohio
$255K
Truist Financial
85
Truist Financial
North Carolina
$254K -$22K -239 -8%
ATPW
86
Ashton Thomas Private Wealth
Arizona
$249K +$10K +109 +4%
AWA
87
Arete Wealth Advisors
Illinois
$242K
JWCA
88
J.W. Cole Advisors
Florida
$242K
1W
89
1776 Wealth
Georgia
$241K
OC
90
Oppenheimer & Co
New York
$237K
PTC
91
Private Trust Company
Ohio
$228K
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$204K -$9.19K -100 -4%
JP Morgan Chase
93
JP Morgan Chase
New York
$189K -$18.4K -200 -9%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$144K -$52.2K -568 -26%
BlackRock
95
BlackRock
New York
$109K +$110K +1,200 New
MAS
96
MPWM Advisory Solutions
Georgia
$96.1K +$919 +10 +1%
CA
97
CoreCap Advisors
Michigan
$83.4K -$15.6K -170 -16%
GWSG
98
GPS Wealth Strategies Group
Colorado
$59.1K
MB
99
MidFirst Bank
Oklahoma
$52.3K +$52.6K +573 New
AF
100
Allworth Financial
California
$51.1K