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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $860M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 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 funds holding in top 10

Funds holding in top 10:

0.02% less ownership

Funds ownership: 61.48%61.46% (-0.02%)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
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
IAA
51
Independent Advisor Alliance
North Carolina
$1.76M
AWA
52
Arkadios Wealth Advisors
Georgia
$1.66M
HFA
53
Hershey Financial Advisers
Pennsylvania
$1.61M
Stifel Financial
54
Stifel Financial
Missouri
$1.52M
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$1.51M
GSWM
56
Golden State Wealth Management
California
$1.49M
WPC
57
Wedmont Private Capital
Pennsylvania
$1.47M
MQWP
58
Morey & Quinn Wealth Partners
Nebraska
$1.46M
SF
59
Summit Financial
New Jersey
$1.44M
HI
60
Harbour Investments
Wisconsin
$1.39M
SPIA
61
Steward Partners Investment Advisory
New York
$1.38M
CF
62
Centaurus Financial
California
$1.3M
KWM
63
Kaydan Wealth Management
Michigan
$1.3M
SWP
64
Stratos Wealth Partners
Ohio
$1.28M
AWM
65
AE Wealth Management
Kansas
$1.27M
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.27M
PW
67
Potentia Wealth
California
$1.25M
PCG
68
Prosperity Consulting Group
Maryland
$1.24M
AA
69
Ancora Advisors
Ohio
$1.18M
WIA
70
Wetzel Investment Advisors
Indiana
$1.15M
Fidelity Investments
71
Fidelity Investments
Massachusetts
$1.15M
RSF
72
Rik Saylor Financial
Ohio
$1.14M
Jones Financial Companies
73
Jones Financial Companies
Missouri
$1.12M
KPWS
74
Kestra Private Wealth Services
Texas
$1.11M
FF
75
Farrell Financial
New York
$1.04M