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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

204 hedge funds and large institutions have $778M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 12 closing their positions.

Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
2.74%
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
52
Reduced
79
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P
1
&Partners
Tennessee
$5.78M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.25M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.4M
4
VF
4
Virtu Financial
New York
$2.6M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$9.73M
2
AIA
2
AssuredPartners Investment Advisors
Florida
$2.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.2M
4
SAM
4
Secure Asset Management
Michigan
$0
5
Wells Fargo
5
Wells Fargo
California
$55.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$5.63M 51,239 +18,777 +58%
First Trust Advisors
27
First Trust Advisors
Illinois
$5.35M 48,613 -1,028 -2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$4.42M 40,202 +173 +0.4%
KAS
29
KPP Advisory Services
Kentucky
$3.41M 30,992 +2,075 +7%
Citadel Advisors
30
Citadel Advisors
Florida
$3.25M 29,527 +29,527 New
BEI
31
Benjamin Edwards Inc
Missouri
$3.18M 28,913 -21,774 -43%
DADC
32
D.A. Davidson & Co
Montana
$2.88M 26,149 -500 -2%
Goldman Sachs
33
Goldman Sachs
New York
$2.62M 23,783 -1,287 -5%
VF
34
Virtu Financial
New York
$2.6M 23,660 +23,660 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.45M 22,311 -495 -2%
KWS
36
Keystone Wealth Services
California
$2.43M 22,101 -56 -0.3%
TWM
37
TCFG Wealth Management
California
$2.39M 21,738 -59 -0.3%
AIA
38
AssuredPartners Investment Advisors
Florida
$2.08M 18,922 -145,902 -89%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.99M 18,088 -224 -1%
KAS
40
Kestra Advisory Services
Texas
$1.97M 17,917 +736 +4%
AWA
41
Arkadios Wealth Advisors
Georgia
$1.96M 17,822 +37 +0.2%
BAM
42
Belpointe Asset Management
Nevada
$1.93M 17,540 – –
OC
43
Oppenheimer & Co
New York
$1.89M 17,225 +1,135 +7%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.78M 16,173 +751 +5%
OMC
45
Old Mission Capital
Illinois
$1.75M 15,940 +15,940 New
FFN
46
Focus Financial Network
Minnesota
$1.75M 15,917 -108 -0.7%
CAS
47
Coppell Advisory Solutions
Texas
$1.73M 15,871 -16,390 -51%
Creative Planning
48
Creative Planning
Kansas
$1.66M 15,137 -10,342 -41%
ACGA
49
Atlanta Consulting Group Advisors
Georgia
$1.65M 15,049 – –
RA
50
RiverTree Advisors
Florida
$1.61M 14,639 +14,639 New
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