FEX icon

First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

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
Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
61
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.1M
2
Wells Fargo
Wells Fargo
California
+$6.65M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
5
FTUS
Flow Traders U.S.
New York
+$3.33M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$2.97M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.44M
3
LI
LVZ Inc
Michigan
-$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 		Shares
Change %
GSWM
51
Golden State Wealth Management
California
$1.5M -$48.1K -469 -3%
AWM
52
AE Wealth Management
Kansas
$1.4M +$6.56K +64 +0.5%
Comerica Bank
53
Comerica Bank
Texas
$1.32M +$16.6K +162 +1%
EWM
54
EPG Wealth Management
Georgia
$1.31M -$115K -1,125 -8%
WIA
55
Wetzel Investment Advisors
Indiana
$1.31M -$37.5K -366 -3%
SF
56
Summit Financial
New Jersey
$1.3M +$433K +4,230 +50%
TFA
57
Transamerica Financial Advisors
Florida
$1.25M -$53.2K -519 -4%
MQWP
58
Morey & Quinn Wealth Partners
Nebraska
$1.24M +$102 +1 +0%
CF
59
Centaurus Financial
California
$1.23M -$43.4K -424 -3%
KWM
60
Kaydan Wealth Management
Michigan
$1.14M -$2.05K -20 -0.2%
IWC
61
Integrated Wealth Concepts
Massachusetts
$1.14M -$24.4K -238 -2%
SPIA
62
Steward Partners Investment Advisory
New York
$1.13M -$164K -1,600 -13%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.12M -$8.2K -80 -0.7%
WPC
64
Wedmont Private Capital
Pennsylvania
$1.12M +$1.12M +11,679 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$1.09M -$63.4K -619 -5%
PCG
66
Prosperity Consulting Group
Maryland
$1.08M -$1.13K -11 -0.1%
GIA
67
Gladstone Institutional Advisory
Florida
$1.05M -$717 -7 -0.1%
SWP
68
Stratos Wealth Partners
Ohio
$1.04M -$7.69K -75 -0.7%
AA
69
Ancora Advisors
Ohio
$1.04M – – –
KPWS
70
Kestra Private Wealth Services
Texas
$1.03M +$37.6K +367 +4%
HI
71
Harbour Investments
Wisconsin
$1.01M -$36.2K -353 -3%
RSF
72
Rik Saylor Financial
Ohio
$976K -$19.5K -190 -2%
MML Investors Services
73
MML Investors Services
Massachusetts
$945K -$62.3K -608 -6%
PNC
74
Park National Corp
Ohio
$936K -$54.8K -535 -6%
FF
75
Farrell Financial
New York
$887K -$23K -224 -3%
1 2
3
4 5