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First Trust Large Cap Core AlphaDEX Fund

218 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 83 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

5% more funds holding

Funds holding: 208218 (+10)

3% more capital invested

Capital invested by funds: $827M → $848M (+$21M)

0.97% more ownership

Funds ownership: 60.51%61.48% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 83

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
51
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Triumph Capital Management
Colorado
$6.17M -$143K -1,216 -2%
First Trust Advisors
27
First Trust Advisors
Illinois
$5.62M -$74.9K -639 -1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$5.53M +$769K +6,559 +16%
VF
29
Virtu Financial
New York
$4.18M +$3.25M +27,688 +365%
Goldman Sachs
30
Goldman Sachs
New York
$4.09M -$429K -3,658 -10%
KAS
31
KPP Advisory Services
Kentucky
$3.77M +$39.7K +339 +1%
SA
32
Sanctuary Advisors
Indiana
$3.4M +$7.85K +67 +0.2%
DADC
33
D.A. Davidson & Co
Montana
$3.04M -$41K -350 -1%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$2.81M +$169K +1,443 +6%
TWM
35
TCFG Wealth Management
California
$2.53M -$43K -367 -2%
BEI
36
Benjamin Edwards Inc
Missouri
$2.43M -$595K -5,073 -20%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.12M -$193K -1,645 -8%
AIA
38
AssuredPartners Investment Advisors
Florida
$2.06M +$25.7K +219 +1%
OC
39
Oppenheimer & Co
New York
$2.06M -$11.7K -100 -0.6%
BAM
40
Belpointe Asset Management
Nevada
$2M -$75.2K -642 -4%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.92M +$4.34K +37 +0.2%
CAS
42
Coppell Advisory Solutions
Texas
$1.89M -$1.29K -11 -0.1%
Creative Planning
43
Creative Planning
Kansas
$1.81M -$114K -974 -6%
ACGA
44
Atlanta Consulting Group Advisors
Georgia
$1.79M
FFN
45
Focus Financial Network
Minnesota
$1.78M +$1.76K +15 +0.1%
AWA
46
Arkadios Wealth Advisors
Georgia
$1.75M -$337K -2,874 -16%
Stifel Financial
47
Stifel Financial
Missouri
$1.57M -$26.8K -229 -2%
KAS
48
Kestra Advisory Services
Texas
$1.5M +$36.9K +315 +3%
SF
49
Summit Financial
New Jersey
$1.49M -$87.8K -749 -6%
GSWM
50
Golden State Wealth Management
California
$1.45M -$127K -1,084 -8%