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First Trust Large Cap Core AlphaDEX Fund
218 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 83 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
5% more funds holding
Funds holding: 208 → 218 (+10)
3% more capital invested
Capital invested by funds: $827M → $848M (+$21M)
0.97% more ownership
Funds ownership: 60.51% → 61.48% (+0.97%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
39% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 83
Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
51
Reduced
83
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$15.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.33M |
| 3 |
VF
Virtu Financial
New York
|
+$3.25M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.2M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.13M |
Top Sellers
| 1 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$15.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.11M |
| 3 |
Morgan Stanley
New York
|
-$2.56M |
| 4 |
KWS
Keystone Wealth Services
Palm Desert,
California
|
-$2.54M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Neuberger Berman Group
New York
| – | -$245K | -2,100 | Closed |
|
|
IA
227
IFG Advisory
Atlanta,
Georgia
| – | -$221K | -1,888 | Closed |
|
|
PWA
228
Peterson Wealth Advisors
Orem,
Utah
| – | -$205K | -1,752 | Closed |
|
|
PS
229
Principal Securities
Des Moines,
Iowa
| – | -$184K | -1,578 | Closed |
|
|
HFS
230
Hopwood Financial Services
Reston,
Virginia
| – | -$26.3K | -225 | Closed |
|
|
AF
231
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2.23K | -19 | Closed |
|