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First Trust Large Cap Core AlphaDEX Fund
FEX

228 hedge funds and large institutions have $861M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

5% more funds holding

Funds holding: 218 → 228 (+10)

2% more capital invested

Capital invested by funds: $848M → $861M (+$12.8M)

0.01% more ownership

Funds ownership: 61.48% → 61.49% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
54
Reduced
88
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.44M
2
ECA
Elevation Capital Advisory
Oregon
+$6.08M
3
Wells Fargo
Wells Fargo
California
+$4.16M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.41M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.66M
2
Raymond James Financial
Raymond James Financial
Florida
-$6.67M
3
Morgan Stanley
Morgan Stanley
New York
-$5.96M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.77M
5
VF
Virtu Financial
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.48M -$325K -2,624 -5%
TCM
27
Triumph Capital Management
Colorado
$6.31M -$23.8K -192 -0.4%
ECA
28
Elevation Capital Advisory
Oregon
$5.99M +$6.08M +49,089 New
Goldman Sachs
29
Goldman Sachs
New York
$5.69M +$1.51M +12,177 +35%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$5.6M -$83.9K -677 -1%
First Trust Advisors
31
First Trust Advisors
Illinois
$4.04M -$1.77M -14,251 -30%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$3.83M +$3.41M +27,488 +696%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.74M +$3.8M +30,711 New
KAS
34
KPP Advisory Services
Kentucky
$3.65M -$231K -1,863 -6%
SA
35
Sanctuary Advisors
Indiana
$3.49M +$867 +7 +0%
DADC
36
D.A. Davidson & Co
Montana
$3.03M -$93.8K -757 -3%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$2.83M -$57.2K -462 -2%
Citadel Advisors
38
Citadel Advisors
Florida
$2.69M +$2.16M +17,447 +377%
TWM
39
TCFG Wealth Management
California
$2.62M +$24.9K +201 +0.9%
TIA
40
TCFG Investment Advisors
California
$2.62M +$2.66M +21,507 New
KWS
41
Keystone Wealth Services
California
$2.46M +$2.5M +20,181 New
HighTower Advisors
42
HighTower Advisors
Illinois
$2.18M +$743 +6 +0%
AIA
43
AssuredPartners Investment Advisors
Florida
$2.08M -$63.2K -510 -3%
OC
44
Oppenheimer & Co
New York
$2.04M -$75.9K -613 -4%
KAS
45
Kestra Advisory Services
Texas
$2M +$469K +3,789 +30%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.98M +$3.22K +26 +0.2%
BAM
47
Belpointe Asset Management
Nevada
$1.98M -$84.6K -683 -4%
Creative Planning
48
Creative Planning
Kansas
$1.89M +$30K +242 +2%
ACGA
49
Atlanta Consulting Group Advisors
Georgia
$1.83M – – –
FFN
50
Focus Financial Network
Minnesota
$1.8M -$29.1K -235 -2%
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FEX Hedge Fund Activity: Q1 2026 in Review

228 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q1 2026, worth a combined $861M — up 1.5% from $848M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FEX positions and 8 closed out — a net gain of 15 holders — while 54 added to existing stakes and 88 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $6.44M. The largest seller was Royal Bank of Canada, cutting an estimated $8.66M.

  • 228 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q1 2026, up from 218 in Q4 2025.
  • Funds reported $861M of First Trust Large Cap Core AlphaDEX Fund stock for Q1 2026, up 1.5% quarter-over-quarter.
  • 23 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q1 2026 and 8 closed out, a net change of +15 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $6.44M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q1 2026 was Royal Bank of Canada, an estimated $8.66M sold.

Based on aggregated 13F filings for Q1 2026.