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First Trust Large Cap Core AlphaDEX Fund

217 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

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
217
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
MQWP
51
Morey & Quinn Wealth Partners
Nebraska
$1.42M
WPC
52
Wedmont Private Capital
Pennsylvania
$1.42M
AWM
53
AE Wealth Management
Kansas
$1.39M
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$1.39M
PW
55
Potentia Wealth
California
$1.33M
SPIA
56
Steward Partners Investment Advisory
New York
$1.29M
HI
57
Harbour Investments
Wisconsin
$1.27M
KWM
58
Kaydan Wealth Management
Michigan
$1.27M
CF
59
Centaurus Financial
California
$1.27M
SWP
60
Stratos Wealth Partners
Ohio
$1.25M
TFA
61
Transamerica Financial Advisors
Florida
$1.25M
PCG
62
Prosperity Consulting Group
Maryland
$1.25M
AA
63
Ancora Advisors
Ohio
$1.18M
KPWS
64
Kestra Private Wealth Services
Texas
$1.15M
WIA
65
Wetzel Investment Advisors
Indiana
$1.12M
RSF
66
Rik Saylor Financial
Ohio
$1.11M
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.01M
FF
68
Farrell Financial
New York
$1.01M
JP Morgan Chase
69
JP Morgan Chase
New York
$1M
PNC
70
Park National Corp
Ohio
$985K
MML Investors Services
71
MML Investors Services
Massachusetts
$927K
Jones Financial Companies
72
Jones Financial Companies
Missouri
$925K
IWC
73
Integrated Wealth Concepts
Massachusetts
$904K
CAM
74
Cozad Asset Management
Illinois
$898K
IWN
75
Independent Wealth Network
Iowa
$893K