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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
LPL Financial
1
LPL Financial
California
$66.3M +$7.02M +76,380 +12%
Wells Fargo
2
Wells Fargo
California
$53.3M +$2.02M +22,042 +4%
Morgan Stanley
3
Morgan Stanley
New York
$35.7M -$731K -7,959 -2%
NA
4
NewEdge Advisors
Louisiana
$25.5M +$1.83M +19,928 +8%
P
5
&Partners
Tennessee
$14.2M +$258K +2,805 +2%
UBS Group
6
UBS Group
Switzerland
$12.6M -$408K -4,442 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.59M -$863K -9,395 -8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.45M +$1.48M +16,102 +21%
Raymond James Financial
9
Raymond James Financial
Florida
$6M -$2.9M -31,525 -32%
First Trust Advisors
10
First Trust Advisors
Illinois
$5.43M -$73.3K -798 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.32M +$1.05M +11,403 +24%
IWM
12
IHT Wealth Management
Illinois
$5.09M +$4.86M +52,960 +1,876%
KAS
13
Kestra Advisory Services
Texas
$4.88M +$1.95M +21,273 +66%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$4.68M -$23.3K -254 -0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.59M +$1.51M +16,410 +48%
Goldman Sachs
16
Goldman Sachs
New York
$4.56M
KWM
17
Kingsview Wealth Management
Oregon
$3.91M -$2.38M -25,883 -38%
BEI
18
Benjamin Edwards Inc
Missouri
$3.91M -$1.77M -19,223 -31%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$3.86M +$348K +3,786 +10%
PAG
20
Private Advisor Group
New Jersey
$3.63M -$53.9K -587 -1%
KIA
21
KCM Investment Advisors
California
$3.44M -$82.7K -900 -2%
WMP
22
Wealth Management Partners
Arizona
$3.28M -$34.2K -372 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.01M +$34.8K +379 +1%
SPIA
24
Steward Partners Investment Advisory
New York
$2.77M +$2.62M +28,475 +1,495%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.69M +$63.3K +689 +3%