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First Trust Large Cap Core AlphaDEX Fund

218 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 83 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

5% more funds holding

Funds holding: 208218 (+10)

3% more capital invested

Capital invested by funds: $827M → $848M (+$21M)

0.97% more ownership

Funds ownership: 60.51%61.48% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 83

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
51
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
76
Richmond Investment Services
Wisconsin
$882K
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$858K -$434K -3,700 -34%
Lido Advisors
78
Lido Advisors
California
$848K
SIAP
79
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$749K -$39.3K -335 -5%
EH
80
Equitable Holdings
New York
$730K +$371K +3,165 +106%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$727K +$2.93K +25 +0.4%
ASN
82
Advisory Services Network
Georgia
$717K -$18.9K -161 -3%
PFS
83
Prospera Financial Services
Texas
$688K -$54.5K -465 -7%
NA
84
NewEdge Advisors
Louisiana
$675K +$820 +7 +0.1%
WIM
85
WealthPlan Investment Management
Nebraska
$631K -$4.57K -39 -0.7%
OIA
86
OneDigital Investment Advisors
Kansas
$617K -$469 -4 -0.1%
RIA
87
Regal Investment Advisors
Michigan
$606K +$234 +2 +0%
AAS
88
Ameritas Advisory Services
Nebraska
$601K +$432K +3,688 +268%
AAP
89
Arax Advisory Partners
Colorado
$600K -$854K -7,287 -59%
DWP
90
Daymark Wealth Partners
Ohio
$578K
GIA
91
Gladstone Institutional Advisory
Florida
$550K +$5.98K +51 +1%
Citadel Advisors
92
Citadel Advisors
Florida
$549K -$2.16M -18,418 -80%
VVP
93
Venture Visionary Partners
Ohio
$543K
HA
94
HFG Advisors
Ohio
$541K -$27.8K -237 -5%
IWM
95
IHT Wealth Management
Illinois
$538K -$4.8K -41 -0.9%
SCA
96
Snowden Capital Advisors
New York
$531K +$178K +1,519 +51%
AGA
97
Arkos Global Advisors
Texas
$517K -$3.52K -30 -0.7%
WCFA
98
Walkner Condon Financial Advisors
Wisconsin
$502K -$121K -1,034 -20%
SIG
99
Sargent Investment Group
Maryland
$494K +$488K +4,165 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$494K