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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $860M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.02% less ownership

Funds ownership: 61.48%61.46% (-0.02%)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.48M
TCM
27
Triumph Capital Management
Colorado
$6.31M
ECA
28
Elevation Capital Advisory
Oregon
$5.99M
Goldman Sachs
29
Goldman Sachs
New York
$5.69M
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$5.6M
First Trust Advisors
31
First Trust Advisors
Illinois
$4.04M
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$3.83M
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.74M
KAS
34
KPP Advisory Services
Kentucky
$3.65M
SA
35
Sanctuary Advisors
Indiana
$3.49M
DADC
36
D.A. Davidson & Co
Montana
$3.03M
Baird Financial Group
37
Baird Financial Group
Wisconsin
$2.83M
Citadel Advisors
38
Citadel Advisors
Florida
$2.69M
TWM
39
TCFG Wealth Management
California
$2.62M
TIA
40
TCFG Investment Advisors
California
$2.62M
KWS
41
Keystone Wealth Services
California
$2.46M
HighTower Advisors
42
HighTower Advisors
Illinois
$2.18M
AIA
43
AssuredPartners Investment Advisors
Florida
$2.08M
OC
44
Oppenheimer & Co
New York
$2.04M
KAS
45
Kestra Advisory Services
Texas
$2M
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.98M
BAM
47
Belpointe Asset Management
Nevada
$1.98M
Creative Planning
48
Creative Planning
Kansas
$1.89M
ACGA
49
Atlanta Consulting Group Advisors
Georgia
$1.83M
FFN
50
Focus Financial Network
Minnesota
$1.8M