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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $827M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $790M → $827M (+$37.2M)

0.18% more ownership

Funds ownership: 60.33%60.51% (+0.18%)

0% more funds holding

Funds holding: 208208 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
63
Reduced
69
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$979K -$35.3K -311 -4%
PNC
77
Park National Corp
Ohio
$970K -$73.8K -650 -7%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$915K +$341 +3 +0%
VF
79
Virtu Financial
New York
$885K -$1.83M -16,082 -68%
CAM
80
Cozad Asset Management
Illinois
$885K +$114 +1 +0%
RIS
81
Richmond Investment Services
Wisconsin
$869K -$227 -2 -0%
Lido Advisors
82
Lido Advisors
California
$848K +$1.82K +16 +0.2%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$843K +$6.93K +61 +0.8%
IWN
84
Independent Wealth Network
Iowa
$805K +$131K +1,151 +20%
SIAP
85
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$777K
PFS
86
Prospera Financial Services
Texas
$732K +$56K +493 +9%
ASN
87
Advisory Services Network
Georgia
$725K +$3.29K +29 +0.5%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$713K
NA
89
NewEdge Advisors
Louisiana
$664K -$68.1K -600 -10%
WIM
90
WealthPlan Investment Management
Nebraska
$626K +$57.9K +510 +11%
WCFA
91
Walkner Condon Financial Advisors
Wisconsin
$615K -$1.25K -11 -0.2%
OIA
92
OneDigital Investment Advisors
Kansas
$608K -$79.4K -699 -12%
RIA
93
Regal Investment Advisors
Michigan
$597K +$114 +1 +0%
DWP
94
Daymark Wealth Partners
Ohio
$569K
HA
95
HFG Advisors
Ohio
$561K
GIA
96
Gladstone Institutional Advisory
Florida
$536K -$2.73K -24 -0.5%
IWM
97
IHT Wealth Management
Illinois
$535K +$909 +8 +0.2%
VVP
98
Venture Visionary Partners
Ohio
$534K
AGA
99
Arkos Global Advisors
Texas
$513K -$204K -1,799 -29%
SEIA
100
Signature Estate & Investment Advisors
California
$503K +$341 +3 +0.1%

FEX Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2025, worth a combined $827M — up 4.7% from $790M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEX positions and 9 closed out — a net gain of 4 holders — while 63 added to existing stakes and 69 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $3.06M. The largest seller was Flow Traders U.S., cutting an estimated $5.51M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $827M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2025 was Strategic Blueprint, an estimated $3.06M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2025 was Flow Traders U.S., an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2025.