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First Trust Large Cap Core AlphaDEX Fund

203 hedge funds and large institutions have $777M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 12 closing their positions.

Holders
203
Holders Change
+7
Holders Change %
+3.57%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
51
Reduced
79
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M 1,164,312 -19,188 -2%
LPL Financial
2
LPL Financial
California
$108M 985,530 +12,381 +1%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$57.6M 523,437 +7,261 +1%
Wells Fargo
4
Wells Fargo
California
$55.8M 507,035 -26,822 -5%
Raymond James Financial
5
Raymond James Financial
Florida
$30.7M 279,205 -17,341 -6%
Bank of America
6
Bank of America
North Carolina
$25M 226,970 +10,567 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$23.8M 216,333 +1,841 +0.9%
UBS Group
8
UBS Group
Switzerland
$21.7M 197,167 -17,640 -8%
HSA
9
HBK Sorce Advisory
Pennsylvania
$20.4M 185,300 +1,406 +0.8%
Truist Financial
10
Truist Financial
North Carolina
$18.2M 165,332 +2,856 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.4M 158,631 +28,061 +21%
Osaic Holdings
12
Osaic Holdings
Arizona
$17.2M 164,446 -55,237 -25%
SOS
13
Silver Oak Securities
Tennessee
$15.3M 138,979 -5,014 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$12M 109,398 +21,365 +24%
SB
15
Strategic Blueprint
Georgia
$11.4M 103,364 -3,712 -3%
PAG
16
Private Advisor Group
New Jersey
$10.3M 93,986 +2,043 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.73M 88,525 -171,050 -66%
TCM
18
Triumph Capital Management
Colorado
$9.12M 82,967 +454 +0.6%
KWM
19
Kingsview Wealth Management
Oregon
$8.09M 73,603 -2,532 -3%
US Bancorp
20
US Bancorp
Minnesota
$7.43M 67,531 +3,724 +6%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$7.33M 66,631 -2,222 -3%
GVAG
22
Great Valley Advisor Group
Delaware
$6.9M 62,763 -672 -1%
CPIG
23
Chicago Partners Investment Group
Illinois
$6.3M 55,784 -341 -0.6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.16M 56,049 -764 -1%
P
25
&Partners
Tennessee
$5.78M 52,546 +30,551 +139%