We are live on ! Find out more
FEX icon

First Trust Large Cap Core AlphaDEX Fund
FEX

211 hedge funds and large institutions have $750M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more capital invested

Capital invested by funds: $701M → $750M (+$49.5M)

4% more funds holding

Funds holding: 203 → 211 (+8)

2.35% more ownership

Funds ownership: 56.6% → 58.95% (+2.3%)

17% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 75

Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
75
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.2M
2
LPL Financial
LPL Financial
California
+$17.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.12M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.18M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$839K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.32M
3
VF
Virtu Financial
New York
-$1.3M
4
CCA
Clearwater Capital Advisors
Illinois
-$1.26M
5
KWM
Kingsview Wealth Management
Oregon
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$1.42M +$1.29K +12 +0.1%
OC
52
Oppenheimer & Co
New York
$1.4M +$643 +6 +0%
Stifel Financial
53
Stifel Financial
Missouri
$1.37M -$27.8K -259 -2%
WIA
54
Wetzel Investment Advisors
Indiana
$1.37M -$91.2K -850 -6%
Comerica Bank
55
Comerica Bank
Texas
$1.33M +$643 +6 +0%
TFA
56
Transamerica Financial Advisors
Florida
$1.32M -$73.4K -684 -5%
SPIA
57
Steward Partners Investment Advisory
New York
$1.31M – – –
CF
58
Centaurus Financial
California
$1.29M -$80K -746 -6%
MQWP
59
Morey & Quinn Wealth Partners
Nebraska
$1.26M +$1.3M +12,120 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.19M +$73.5K +685 +6%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.18M +$150K +1,397 +14%
KWM
62
Kaydan Wealth Management
Michigan
$1.16M -$57.9K -540 -5%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.15M -$488K -4,550 -29%
PCG
64
Prosperity Consulting Group
Maryland
$1.1M +$332K +3,094 +41%
GIA
65
Gladstone Institutional Advisory
Florida
$1.07M -$35.9K -335 -3%
HI
66
Harbour Investments
Wisconsin
$1.07M +$80.9K +754 +8%
SWP
67
Stratos Wealth Partners
Ohio
$1.07M -$114K -1,064 -9%
AA
68
Ancora Advisors
Ohio
$1.06M – – –
AAS
69
Ameritas Advisory Services
Nebraska
$1.03M +$419K +3,905 +66%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.03M -$35.5K -331 -3%
RSF
71
Rik Saylor Financial
Ohio
$1.01M +$1.04M +9,716 New
KPWS
72
Kestra Private Wealth Services
Texas
$1.01M +$57.8K +539 +6%
PNC
73
Park National Corp
Ohio
$1.01M -$8.58K -80 -0.8%
FAIM
74
Financial Advocates Investment Management
Washington
$1.01M -$707K -6,591 -41%
AWS
75
Atria Wealth Solutions
New York
$935K -$24.2K -226 -2%
1 2
3
4 5

FEX Hedge Fund Activity: Q4 2024 in Review

211 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q4 2024, worth a combined $750M — up 7.1% from $701M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FEX positions and 10 closed out — a net gain of 13 holders — while 62 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.2M. The largest seller was UBS Group, cutting an estimated $1.49M.

  • 211 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q4 2024, up from 203 in Q3 2024.
  • Funds reported $750M of First Trust Large Cap Core AlphaDEX Fund stock for Q4 2024, up 7.1% quarter-over-quarter.
  • 23 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q4 2024 and 10 closed out, a net change of +13 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q4 2024 was Morgan Stanley, an estimated $18.2M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q4 2024 was UBS Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2024.