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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

196 hedge funds and large institutions have $766M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
61
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.1M
2
Wells Fargo
Wells Fargo
California
+$6.65M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
5
FTUS
Flow Traders U.S.
New York
+$3.33M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$2.97M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.44M
3
LI
LVZ Inc
Michigan
-$2.22M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
5
Morgan Stanley
Morgan Stanley
New York
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
26
Benjamin Edwards Inc
Missouri
$5.19M +$462K +4,509 +10%
First Trust Advisors
27
First Trust Advisors
Illinois
$5.09M -$71.8K -701 -1%
SAM
28
Secure Asset Management
Michigan
$4.37M -$16.2K -158 -0.4%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$4.1M +$285K +2,778 +7%
FTUS
30
Flow Traders U.S.
New York
$3.33M +$3.33M +32,462 New
CAS
31
Coppell Advisory Solutions
Texas
$3.24M -$2.97M -29,615 -48%
KAS
32
KPP Advisory Services
Kentucky
$2.96M -$59.9K -585 -2%
DADC
33
D.A. Davidson & Co
Montana
$2.73M -$85K -830 -3%
Creative Planning
34
Creative Planning
Kansas
$2.61M +$2.06M +20,114 +375%
Goldman Sachs
35
Goldman Sachs
New York
$2.57M -$739K -7,209 -22%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.34M -$45.9K -448 -2%
KWS
37
Keystone Wealth Services
California
$2.27M – – –
P
38
&Partners
Tennessee
$2.24M +$37.8K +372 +2%
TWM
39
TCFG Wealth Management
California
$2.23M +$410 +4 +0%
PAS
40
PKS Advisory Services
New York
$1.98M +$1.61M +29,481 +431%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.88M -$42K -410 -2%
Stifel Financial
42
Stifel Financial
Missouri
$1.83M +$480K +4,680 +36%
AWA
43
Arkadios Wealth Advisors
Georgia
$1.82M +$416K +4,063 +30%
BAM
44
Belpointe Asset Management
Nevada
$1.8M -$96.7K -944 -5%
KAS
45
Kestra Advisory Services
Texas
$1.76M -$183K -1,782 -9%
OC
46
Oppenheimer & Co
New York
$1.65M +$277K +2,701 +20%
FFN
47
Focus Financial Network
Minnesota
$1.64M -$3.48K -34 -0.2%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.58M +$102 +1 +0%
PW
49
Potentia Wealth
California
$1.57M -$80.2K -783 -5%
ACGA
50
Atlanta Consulting Group Advisors
Georgia
$1.54M – – –
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