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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $827M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $790M → $827M (+$37.2M)

0.18% more ownership

Funds ownership: 60.33%60.51% (+0.18%)

0% more funds holding

Funds holding: 208208 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
63
Reduced
69
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$1.53M +$24.8K +218 +2%
KAS
52
Kestra Advisory Services
Texas
$1.44M -$634K -5,585 -31%
AAP
53
Arax Advisory Partners
Colorado
$1.44M +$821K +7,230 +141%
MQWP
54
Morey & Quinn Wealth Partners
Nebraska
$1.42M
RA
55
RiverTree Advisors
Florida
$1.39M -$306K -2,698 -18%
WPC
56
Wedmont Private Capital
Pennsylvania
$1.37M
AWM
57
AE Wealth Management
Kansas
$1.35M -$186K -1,637 -12%
PW
58
Potentia Wealth
California
$1.32M -$90.4K -796 -7%
CF
59
Centaurus Financial
California
$1.3M +$2.84K +25 +0.2%
TFA
60
Transamerica Financial Advisors
Florida
$1.28M -$76.1K -670 -6%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$1.28M
SPIA
62
Steward Partners Investment Advisory
New York
$1.28M -$8.74K -77 -0.7%
KWM
63
Kaydan Wealth Management
Michigan
$1.27M -$27.1K -239 -2%
PCG
64
Prosperity Consulting Group
Maryland
$1.23M -$15.1K -133 -1%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.21M -$97K -854 -8%
HI
66
Harbour Investments
Wisconsin
$1.2M -$263K -2,315 -18%
AA
67
Ancora Advisors
Ohio
$1.16M
SWP
68
Stratos Wealth Partners
Ohio
$1.16M +$11K +97 +1%
KPWS
69
Kestra Private Wealth Services
Texas
$1.15M +$7.61K +67 +0.7%
JP Morgan Chase
70
JP Morgan Chase
New York
$1.14M -$50.9K -448 -4%
WIA
71
Wetzel Investment Advisors
Indiana
$1.13M -$20.7K -182 -2%
RSF
72
Rik Saylor Financial
Ohio
$1.09M -$9.99K -88 -0.9%
HFA
73
Hershey Financial Advisers
Pennsylvania
$1.03M -$608K -5,356 -38%
FF
74
Farrell Financial
New York
$1.01M +$341 +3 +0%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$995K +$9.88K +87 +1%

FEX Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2025, worth a combined $827M — up 4.7% from $790M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEX positions and 9 closed out — a net gain of 4 holders — while 63 added to existing stakes and 69 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $3.06M. The largest seller was Flow Traders U.S., cutting an estimated $5.51M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $827M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2025 was Strategic Blueprint, an estimated $3.06M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2025 was Flow Traders U.S., an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2025.