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First Trust Large Cap Core AlphaDEX Fund

196 hedge funds and large institutions have $766M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.1M
2 +$6.65M
3 +$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
5
FTUS
Flow Traders U.S.
New York
+$3.33M

Top Sellers

1 -$2.97M
2 -$2.44M
3 -$2.22M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
5
Morgan Stanley
Morgan Stanley
New York
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
51
Golden State Wealth Management
California
$1.5M
AWM
52
AE Wealth Management
Kansas
$1.4M
Comerica Bank
53
Comerica Bank
Texas
$1.32M
EWM
54
EPG Wealth Management
Georgia
$1.31M
WIA
55
Wetzel Investment Advisors
Indiana
$1.31M
SF
56
Summit Financial
New Jersey
$1.3M
TFA
57
Transamerica Financial Advisors
Florida
$1.25M
MQWP
58
Morey & Quinn Wealth Partners
Nebraska
$1.24M
CF
59
Centaurus Financial
California
$1.23M
KWM
60
Kaydan Wealth Management
Michigan
$1.14M
IWC
61
Integrated Wealth Concepts
Massachusetts
$1.14M
SPIA
62
Steward Partners Investment Advisory
New York
$1.13M
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.12M
WPC
64
Wedmont Private Capital
Pennsylvania
$1.12M
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$1.09M
PCG
66
Prosperity Consulting Group
Maryland
$1.08M
GIA
67
Gladstone Institutional Advisory
Florida
$1.05M
SWP
68
Stratos Wealth Partners
Ohio
$1.04M
AA
69
Ancora Advisors
Ohio
$1.04M
KPWS
70
Kestra Private Wealth Services
Texas
$1.03M
HI
71
Harbour Investments
Wisconsin
$1.01M
RSF
72
Rik Saylor Financial
Ohio
$976K
MML Investors Services
73
MML Investors Services
Massachusetts
$945K
PNC
74
Park National Corp
Ohio
$936K
FF
75
Farrell Financial
New York
$887K