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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.

New
Increased
Maintained
Reduced
Closed
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
&Partners
Tennessee
+$3.36M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.25M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.09M
4
VF
Virtu Financial
New York
+$2.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.35M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$18.8M
2
AIA
AssuredPartners Investment Advisors
Florida
-$16M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.77M
4
SAM
Secure Asset Management
Michigan
-$4.37M
5
Wells Fargo
Wells Fargo
California
-$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$5.63M +$2.06M +18,777 +58%
First Trust Advisors
27
First Trust Advisors
Illinois
$5.35M -$113K -1,028 -2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$4.42M +$19K +173 +0.4%
KAS
29
KPP Advisory Services
Kentucky
$3.41M +$228K +2,075 +7%
Citadel Advisors
30
Citadel Advisors
Florida
$3.25M +$3.25M +29,527 New
BEI
31
Benjamin Edwards Inc
Missouri
$3.18M -$2.39M -21,774 -43%
DADC
32
D.A. Davidson & Co
Montana
$2.88M -$55K -500 -2%
Goldman Sachs
33
Goldman Sachs
New York
$2.62M -$142K -1,287 -5%
VF
34
Virtu Financial
New York
$2.6M +$2.6M +23,660 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.45M -$54.4K -495 -2%
KWS
36
Keystone Wealth Services
California
$2.43M -$6.16K -56 -0.3%
TWM
37
TCFG Wealth Management
California
$2.39M -$6.49K -59 -0.3%
AIA
38
AssuredPartners Investment Advisors
Florida
$2.08M -$16M -145,902 -89%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.99M -$24.6K -224 -1%
KAS
40
Kestra Advisory Services
Texas
$1.97M +$80.9K +736 +4%
AWA
41
Arkadios Wealth Advisors
Georgia
$1.96M +$4.07K +37 +0.2%
BAM
42
Belpointe Asset Management
Nevada
$1.93M – – –
OC
43
Oppenheimer & Co
New York
$1.89M +$125K +1,135 +7%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.78M +$82.6K +751 +5%
OMC
45
Old Mission Capital
Illinois
$1.75M +$1.75M +15,940 New
FFN
46
Focus Financial Network
Minnesota
$1.75M -$11.9K -108 -0.7%
CAS
47
Coppell Advisory Solutions
Texas
$1.73M -$1.79M -16,390 -51%
Creative Planning
48
Creative Planning
Kansas
$1.66M -$1.14M -10,342 -41%
ACGA
49
Atlanta Consulting Group Advisors
Georgia
$1.65M – – –
RA
50
RiverTree Advisors
Florida
$1.61M +$1.61M +14,639 New
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