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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
SEP
101
Signature Equity Partners
Ohio
$49.7K +$50.1K +545 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$44K
PWPS
103
Pinnacle Wealth Planning Services
Ohio
$42.2K +$42.5K +463 New
GI
104
GAMMA Investing
California
$40.6K
HWA
105
HHM Wealth Advisors
Tennessee
$36.8K
GCM
106
Gunpowder Capital Management
Maryland
$20.1K +$20.2K +220 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$13.5K -$3.31K -36 -20%
FMII
108
Farmers & Merchants Investments Inc
Nebraska
$12.5K
SS
109
Sunbelt Securities
Texas
$9.12K
HNB
110
Hilltop National Bank
Wyoming
$8.3K
GCM
111
Gables Capital Management
Florida
$6.84K +$6.89K +75 New
NS
112
NBC Securities
Alabama
$6.84K
CJ
113
Caitlin John
Michigan
$6.47K
MWA
114
Medallion Wealth Advisors
Connecticut
$4.56K
AssetMark Inc
115
AssetMark Inc
California
$2.55K +$2.57K +28 New
ACA
116
Aptus Capital Advisors
Alabama
$2.46K +$2.48K +27 New
FFA
117
Farther Finance Advisors
California
$1.55K
MCA
118
McGuire Capital Advisors
Oklahoma
$912 +$919 +10 New
DWM
119
Darwin Wealth Management
Florida
$729 +$735 +8 New
HHCP
120
Hilton Head Capital Partners
South Carolina
$91 +$92 +1 New
SAM
121
Synergy Asset Management
Washington
-$3.3M -36,016 Closed
BAS
122
Brueske Advisory Services
Washington
-$1.13M -12,297 Closed
WFA
123
WMG Financial Advisors
Tennessee
-$311K -3,398 Closed
BIG
124
Brookwood Investment Group
Arizona
-$226K -2,464 Closed
ASN
125
Advisory Services Network
Georgia
-$192K -2,096 Closed