FEX icon

First Trust Large Cap Core AlphaDEX Fund

207 hedge funds and large institutions have $779M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 12 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: $ → $

less ownership

Funds ownership:

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
207
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
GSWM
51
Golden State Wealth Management
California
$1.56M
HFA
52
Hershey Financial Advisers
Pennsylvania
$1.56M
Stifel Financial
53
Stifel Financial
Missouri
$1.47M
AWM
54
AE Wealth Management
Kansas
$1.45M
SF
55
Summit Financial
New Jersey
$1.44M
Comerica Bank
56
Comerica Bank
Texas
$1.41M
HI
57
Harbour Investments
Wisconsin
$1.39M
MQWP
58
Morey & Quinn Wealth Partners
Nebraska
$1.33M
PW
59
Potentia Wealth
California
$1.33M
WPC
60
Wedmont Private Capital
Pennsylvania
$1.3M
TFA
61
Transamerica Financial Advisors
Florida
$1.28M
IWC
62
Integrated Wealth Concepts
Massachusetts
$1.24M
CF
63
Centaurus Financial
California
$1.22M
KWM
64
Kaydan Wealth Management
Michigan
$1.22M
SPIA
65
Steward Partners Investment Advisory
New York
$1.21M
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$1.2M
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.2M
PCG
68
Prosperity Consulting Group
Maryland
$1.17M
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1.12M
AA
70
Ancora Advisors
Ohio
$1.1M
WIA
71
Wetzel Investment Advisors
Indiana
$1.08M
SWP
72
Stratos Wealth Partners
Ohio
$1.08M
KPWS
73
Kestra Private Wealth Services
Texas
$1.07M
RSF
74
Rik Saylor Financial
Ohio
$1.04M
PNC
75
Park National Corp
Ohio
$985K