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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $861M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

5% more funds holding

Funds holding: 218228 (+10)

2% more capital invested

Capital invested by funds: $848M → $861M (+$12.8M)

0.01% more ownership

Funds ownership: 61.48%61.49% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
54
Reduced
88
Closed
8
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 +$1.78M +14,398 New
AWA
52
Arkadios Wealth Advisors
Georgia
$1.66M -$141K -1,136 -8%
HFA
53
Hershey Financial Advisers
Pennsylvania
$1.61M +$1.64M +13,231 New
Stifel Financial
54
Stifel Financial
Missouri
$1.52M -$101K -815 -6%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$1.51M +$80.5K +650 +6%
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 -$90.8K -733 -6%
HI
60
Harbour Investments
Wisconsin
$1.39M +$81.1K +655 +6%
SPIA
61
Steward Partners Investment Advisory
New York
$1.38M +$53.8K +434 +4%
CF
62
Centaurus Financial
California
$1.3M -$2.73K -22 -0.2%
KWM
63
Kaydan Wealth Management
Michigan
$1.3M -$6.69K -54 -0.5%
SWP
64
Stratos Wealth Partners
Ohio
$1.28M -$8.55K -69 -0.7%
AWM
65
AE Wealth Management
Kansas
$1.27M -$165K -1,329 -11%
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.27M +$342K +2,763 +36%
PW
67
Potentia Wealth
California
$1.25M -$126K -1,017 -9%
PCG
68
Prosperity Consulting Group
Maryland
$1.24M -$36.4K -294 -3%
AA
69
Ancora Advisors
Ohio
$1.18M -$37.2K -300 -3%
WIA
70
Wetzel Investment Advisors
Indiana
$1.15M -$1.24K -10 -0.1%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$1.15M +$105K +848 +10%
RSF
72
Rik Saylor Financial
Ohio
$1.14M +$743 +6 +0.1%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$1.12M +$185K +1,497 +19%
KPWS
74
Kestra Private Wealth Services
Texas
$1.11M -$75.6K -610 -6%
FF
75
Farrell Financial
New York
$1.04M +$372 +3 +0%