FEX icon

First Trust Large Cap Core AlphaDEX Fund

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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 +$16.1M
2 +$6.65M
3 +$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
5
FTUS
Flow Traders U.S.
New York
+$3.33M

Top Sellers

1 -$2.97M
2 -$2.44M
3 -$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
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$857K
Kovitz Investment Group Partners
77
Kovitz Investment Group Partners
Illinois
$802K
AWS
78
Atria Wealth Solutions
New York
$801K
CAM
79
Cozad Asset Management
Illinois
$776K
Lido Advisors
80
Lido Advisors
California
$741K
Jane Street
81
Jane Street
New York
$720K
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$680K
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$680K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$659K
AGA
85
Arkos Global Advisors
Texas
$657K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$638K
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$625K
OIA
88
OneDigital Investment Advisors
Kansas
$605K
IWM
89
IHT Wealth Management
Illinois
$600K
PFS
90
Prospera Financial Services
Texas
$599K
AAS
91
Ameritas Advisory Services
Nebraska
$595K
IWN
92
Independent Wealth Network
Iowa
$582K
HA
93
HFG Advisors
Ohio
$556K
ASN
94
Advisory Services Network
Georgia
$543K
WCFA
95
Walkner Condon Financial Advisors
Wisconsin
$541K
CWP
96
Cyndeo Wealth Partners
Florida
$528K
RIA
97
Regal Investment Advisors
Michigan
$523K
AAP
98
Arax Advisory Partners
Colorado
$523K
GWM
99
Geneos Wealth Management
Colorado
$520K
NA
100
NewEdge Advisors
Louisiana
$505K