FEX icon

First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

196 hedge funds and large institutions have $766M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
61
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.1M
2
Wells Fargo
Wells Fargo
California
+$6.65M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
5
FTUS
Flow Traders U.S.
New York
+$3.33M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$2.97M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.44M
3
LI
LVZ Inc
Michigan
-$2.22M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
5
Morgan Stanley
Morgan Stanley
New York
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$857K -$133K -1,300 -13%
Kovitz Investment Group Partners
77
Kovitz Investment Group Partners
Illinois
$802K +$307 +3 +0%
AWS
78
Atria Wealth Solutions
New York
$801K -$117K -1,142 -13%
CAM
79
Cozad Asset Management
Illinois
$776K -$25.9K -253 -3%
Lido Advisors
80
Lido Advisors
California
$741K +$1.64K +16 +0.2%
Jane Street
81
Jane Street
New York
$720K -$49.6K -484 -6%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$680K -$2.44M -23,824 -78%
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$680K -$20.5K -200 -3%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$659K +$273K +2,684 +71%
AGA
85
Arkos Global Advisors
Texas
$657K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$638K +$47K +459 +8%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$625K -$51.2K -500 -8%
OIA
88
OneDigital Investment Advisors
Kansas
$605K -$24.3K -237 -4%
IWM
89
IHT Wealth Management
Illinois
$600K +$1.13K +11 +0.2%
PFS
90
Prospera Financial Services
Texas
$599K +$12.6K +123 +2%
AAS
91
Ameritas Advisory Services
Nebraska
$595K -$422K -4,083 -41%
IWN
92
Independent Wealth Network
Iowa
$582K +$14.2K +139 +3%
HA
93
HFG Advisors
Ohio
$556K -$29.6K -289 -5%
ASN
94
Advisory Services Network
Georgia
$543K -$23K -224 -4%
WCFA
95
Walkner Condon Financial Advisors
Wisconsin
$541K – – –
CWP
96
Cyndeo Wealth Partners
Florida
$528K – – –
RIA
97
Regal Investment Advisors
Michigan
$523K -$19.4K -189 -4%
AAP
98
Arax Advisory Partners
Colorado
$523K -$155K -1,513 -23%
GWM
99
Geneos Wealth Management
Colorado
$520K +$260K +2,536 +100%
NA
100
NewEdge Advisors
Louisiana
$505K +$1.13K +11 +0.2%
2 3
4
5 6