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First Trust Large Cap Core AlphaDEX Fund

218 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

5% more funds holding

Funds holding: 208218 (+10)

3% more capital invested

Capital invested by funds: $827M → $848M (+$21M)

0.97% more ownership

Funds ownership: 60.51%61.48% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 83

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
51
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MQWP
51
Morey & Quinn Wealth Partners
Nebraska
$1.42M -$13.4K -114 -0.9%
WPC
52
Wedmont Private Capital
Pennsylvania
$1.42M
AWM
53
AE Wealth Management
Kansas
$1.39M +$23.4K +200 +2%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$1.39M +$1.38M +11,738 New
PW
55
Potentia Wealth
California
$1.33M -$5.04K -43 -0.4%
SPIA
56
Steward Partners Investment Advisory
New York
$1.29M -$8.79K -75 -0.7%
HI
57
Harbour Investments
Wisconsin
$1.27M +$49.8K +425 +4%
KWM
58
Kaydan Wealth Management
Michigan
$1.27M -$18.5K -158 -1%
CF
59
Centaurus Financial
California
$1.27M -$51.3K -438 -4%
SWP
60
Stratos Wealth Partners
Ohio
$1.25M +$70.8K +604 +6%
TFA
61
Transamerica Financial Advisors
Florida
$1.25M -$46.9K -400 -4%
PCG
62
Prosperity Consulting Group
Maryland
$1.25M
AA
63
Ancora Advisors
Ohio
$1.18M
KPWS
64
Kestra Private Wealth Services
Texas
$1.15M -$10.1K -86 -0.9%
WIA
65
Wetzel Investment Advisors
Indiana
$1.12M -$23.3K -199 -2%
RSF
66
Rik Saylor Financial
Ohio
$1.11M -$352 -3 -0%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.01M +$3.17K +27 +0.3%
FF
68
Farrell Financial
New York
$1.01M -$20.7K -177 -2%
JP Morgan Chase
69
JP Morgan Chase
New York
$1M -$154K -1,311 -13%
PNC
70
Park National Corp
Ohio
$985K
MML Investors Services
71
MML Investors Services
Massachusetts
$927K -$66.2K -565 -7%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$925K +$64K +546 +8%
IWC
73
Integrated Wealth Concepts
Massachusetts
$904K -$325K -2,774 -27%
CAM
74
Cozad Asset Management
Illinois
$898K +$117 +1 +0%
IWN
75
Independent Wealth Network
Iowa
$893K +$74.8K +638 +9%