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First Trust Large Cap Core AlphaDEX Fund

207 hedge funds and large institutions have $779M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 12 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: $ → $

less ownership

Funds ownership:

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
207
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
MML Investors Services
76
MML Investors Services
Massachusetts
$955K
FF
77
Farrell Financial
New York
$954K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$927K
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$861K
CAM
80
Cozad Asset Management
Illinois
$833K
RIS
81
Richmond Investment Services
Wisconsin
$818K
Lido Advisors
82
Lido Advisors
California
$796K
Jones Financial Companies
83
Jones Financial Companies
Missouri
$784K
SIAP
84
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$731K
NA
85
NewEdge Advisors
Louisiana
$691K
ASN
86
Advisory Services Network
Georgia
$691K
AGA
87
Arkos Global Advisors
Texas
$680K
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$671K
OIA
89
OneDigital Investment Advisors
Kansas
$649K
PFS
90
Prospera Financial Services
Texas
$635K
IWN
91
Independent Wealth Network
Iowa
$631K
SCM
92
Sebold Capital Management
Illinois
$604K
WCFA
93
Walkner Condon Financial Advisors
Wisconsin
$580K
CWP
94
Cyndeo Wealth Partners
Florida
$567K
AAP
95
Arax Advisory Partners
Colorado
$563K
RIA
96
Regal Investment Advisors
Michigan
$562K
DWP
97
Daymark Wealth Partners
Ohio
$536K
WIM
98
WealthPlan Investment Management
Nebraska
$533K
HA
99
HFG Advisors
Ohio
$528K
GIA
100
Gladstone Institutional Advisory
Florida
$507K