FEX icon

First Trust Large Cap Core AlphaDEX Fund

204 hedge funds and large institutions have $823M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
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

Top Buyers

1 +$3.15M
2 +$2.52M
3 +$1.91M
4
Goldman Sachs
Goldman Sachs
New York
+$1.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.5M

Top Sellers

1 -$5.66M
2 -$4.03M
3 -$3.48M
4
VF
Virtu Financial
New York
-$1.88M
5
OMC
Old Mission Capital
Illinois
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC
76
Park National Corp
Ohio
$970K
Kovitz Investment Group Partners
77
Kovitz Investment Group Partners
Illinois
$915K
VF
78
Virtu Financial
New York
$885K
CAM
79
Cozad Asset Management
Illinois
$885K
RIS
80
Richmond Investment Services
Wisconsin
$869K
Lido Advisors
81
Lido Advisors
California
$848K
Jones Financial Companies
82
Jones Financial Companies
Missouri
$843K
IWN
83
Independent Wealth Network
Iowa
$805K
SIAP
84
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$777K
PFS
85
Prospera Financial Services
Texas
$732K
ASN
86
Advisory Services Network
Georgia
$725K
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$713K
NA
88
NewEdge Advisors
Louisiana
$664K
WIM
89
WealthPlan Investment Management
Nebraska
$626K
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$615K
OIA
91
OneDigital Investment Advisors
Kansas
$608K
RIA
92
Regal Investment Advisors
Michigan
$597K
DWP
93
Daymark Wealth Partners
Ohio
$569K
HA
94
HFG Advisors
Ohio
$561K
GIA
95
Gladstone Institutional Advisory
Florida
$536K
IWM
96
IHT Wealth Management
Illinois
$535K
VVP
97
Venture Visionary Partners
Ohio
$534K
AGA
98
Arkos Global Advisors
Texas
$513K
SEIA
99
Signature Estate & Investment Advisors
California
$503K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$486K