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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $827M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $790M → $827M (+$37.2M)

0.18% more ownership

Funds ownership: 60.33%60.51% (+0.18%)

0% more funds holding

Funds holding: 208208 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
63
Reduced
69
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$5.61M -$71K -625 -1%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$4.68M -$16.7K -147 -0.4%
Goldman Sachs
28
Goldman Sachs
New York
$4.46M +$1.63M +14,388 +60%
KAS
29
KPP Advisory Services
Kentucky
$3.68M +$55.2K +486 +2%
SA
30
Sanctuary Advisors
Indiana
$3.34M +$13.4K +118 +0.4%
DADC
31
D.A. Davidson & Co
Montana
$3.03M -$23.6K -208 -0.8%
BEI
32
Benjamin Edwards Inc
Missouri
$2.99M -$382K -3,363 -12%
Citadel Advisors
33
Citadel Advisors
Florida
$2.69M -$736K -6,478 -22%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$2.6M -$5.68K -50 -0.2%
KWS
35
Keystone Wealth Services
California
$2.54M -$39.7K -350 -2%
TWM
36
TCFG Wealth Management
California
$2.53M -$7.38K -65 -0.3%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.28M +$161K +1,420 +8%
AWA
38
Arkadios Wealth Advisors
Georgia
$2.06M -$24.9K -219 -1%
BAM
39
Belpointe Asset Management
Nevada
$2.05M
OC
40
Oppenheimer & Co
New York
$2.04M +$23.8K +210 +1%
AIA
41
AssuredPartners Investment Advisors
Florida
$2.01M -$199K -1,756 -9%
Creative Planning
42
Creative Planning
Kansas
$1.89M +$122K +1,078 +7%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.89M +$114 +1 +0%
CAS
44
Coppell Advisory Solutions
Texas
$1.85M -$3.98K -35 -0.2%
ACGA
45
Atlanta Consulting Group Advisors
Georgia
$1.76M
FFN
46
Focus Financial Network
Minnesota
$1.75M -$104K -914 -6%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.72M +$430K +3,786 +35%
Stifel Financial
48
Stifel Financial
Missouri
$1.58M +$17.4K +153 +1%
SF
49
Summit Financial
New Jersey
$1.56M +$30.1K +265 +2%
GSWM
50
Golden State Wealth Management
California
$1.55M -$101K -887 -6%

FEX Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2025, worth a combined $827M — up 4.7% from $790M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEX positions and 9 closed out — a net gain of 4 holders — while 63 added to existing stakes and 69 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $3.06M. The largest seller was Flow Traders U.S., cutting an estimated $5.51M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $827M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2025 was Strategic Blueprint, an estimated $3.06M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2025 was Flow Traders U.S., an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2025.