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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $790M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 79 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

6% more funds holding

Funds holding: 197208 (+11)

3% more capital invested

Capital invested by funds: $768M → $790M (+$21.6M)

0.53% less ownership

Funds ownership: 60.86%60.33% (-0.53%)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% 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
24
Increased
53
Reduced
79
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$5.63M +$1.93M +18,777 +58%
First Trust Advisors
27
First Trust Advisors
Illinois
$5.35M -$106K -1,028 -2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$4.42M +$17.8K +173 +0.4%
KAS
29
KPP Advisory Services
Kentucky
$3.41M +$213K +2,075 +7%
Citadel Advisors
30
Citadel Advisors
Florida
$3.25M +$3.03M +29,527 New
BEI
31
Benjamin Edwards Inc
Missouri
$3.18M -$2.24M -21,774 -43%
SA
32
Sanctuary Advisors
Indiana
$3.13M +$28.2K +274 +1%
DADC
33
D.A. Davidson & Co
Montana
$2.88M -$51.4K -500 -2%
Goldman Sachs
34
Goldman Sachs
New York
$2.62M -$132K -1,287 -5%
VF
35
Virtu Financial
New York
$2.6M +$2.43M +23,660 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.45M -$50.9K -495 -2%
KWS
37
Keystone Wealth Services
California
$2.43M -$5.75K -56 -0.3%
TWM
38
TCFG Wealth Management
California
$2.39M -$6.06K -59 -0.3%
AIA
39
AssuredPartners Investment Advisors
Florida
$2.08M -$15M -145,902 -89%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.99M -$23K -224 -1%
KAS
41
Kestra Advisory Services
Texas
$1.97M +$75.6K +736 +4%
AWA
42
Arkadios Wealth Advisors
Georgia
$1.96M +$3.8K +37 +0.2%
BAM
43
Belpointe Asset Management
Nevada
$1.93M
OC
44
Oppenheimer & Co
New York
$1.89M +$117K +1,135 +7%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.78M +$77.2K +751 +5%
OMC
46
Old Mission Capital
Illinois
$1.75M +$1.64M +15,940 New
FFN
47
Focus Financial Network
Minnesota
$1.75M -$11.1K -108 -0.7%
CAS
48
Coppell Advisory Solutions
Texas
$1.73M -$1.68M -16,390 -51%
Creative Planning
49
Creative Planning
Kansas
$1.66M -$1.06M -10,342 -41%
ACGA
50
Atlanta Consulting Group Advisors
Georgia
$1.65M

FEX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2025, worth a combined $790M — up 2.8% from $768M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FEX positions and 12 closed out — a net gain of 12 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was &Partners, adding an estimated $3.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $17.6M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2025, up from 197 in Q1 2025.
  • Funds reported $790M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 24 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2025 was &Partners, an estimated $3.14M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2025.