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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $790M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

6% more funds holding

Funds holding: 197208 (+11)

3% more capital invested

Capital invested by funds: $768M → $790M (+$21.6M)

0.53% less ownership

Funds ownership: 60.86%60.33% (-0.53%)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
24
Increased
53
Reduced
79
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC
76
Park National Corp
Ohio
$985K -$18.5K -180 -2%
MML Investors Services
77
MML Investors Services
Massachusetts
$955K -$55.3K -538 -6%
FF
78
Farrell Financial
New York
$954K +$2.16K +21 +0.2%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$927K +$226K +2,200 +35%
Kovitz Investment Group Partners
80
Kovitz Investment Group Partners
Illinois
$861K +$206 +2 +0%
CAM
81
Cozad Asset Management
Illinois
$833K
RIS
82
Richmond Investment Services
Wisconsin
$818K +$344K +3,349 +82%
Lido Advisors
83
Lido Advisors
California
$796K +$1.34K +13 +0.2%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$784K +$73.5K +715 +11%
SIAP
85
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$731K +$1.54K +15 +0.2%
NA
86
NewEdge Advisors
Louisiana
$691K +$139K +1,355 +27%
ASN
87
Advisory Services Network
Georgia
$691K +$90.3K +879 +17%
AGA
88
Arkos Global Advisors
Texas
$680K -$23.2K -226 -4%
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$671K
OIA
90
OneDigital Investment Advisors
Kansas
$649K -$411 -4 -0.1%
PFS
91
Prospera Financial Services
Texas
$635K -$7.4K -72 -1%
IWN
92
Independent Wealth Network
Iowa
$631K +$6.37K +62 +1%
SCM
93
Sebold Capital Management
Illinois
$604K +$65.8K +640 +13%
WCFA
94
Walkner Condon Financial Advisors
Wisconsin
$580K -$1.13K -11 -0.2%
CWP
95
Cyndeo Wealth Partners
Florida
$567K
AAP
96
Arax Advisory Partners
Colorado
$563K +$1.64K +16 +0.3%
RIA
97
Regal Investment Advisors
Michigan
$562K +$206 +2 +0%
DWP
98
Daymark Wealth Partners
Ohio
$536K
WIM
99
WealthPlan Investment Management
Nebraska
$533K -$6.37K -62 -1%
HA
100
HFG Advisors
Ohio
$528K -$64.2K -625 -12%

FEX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2025, worth a combined $790M — up 2.8% from $768M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FEX positions and 12 closed out — a net gain of 12 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was &Partners, adding an estimated $3.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $17.6M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2025, up from 197 in Q1 2025.
  • Funds reported $790M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 24 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2025 was &Partners, an estimated $3.14M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2025.