FEX icon

First Trust Large Cap Core AlphaDEX Fund

217 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

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
217
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
RIS
76
Richmond Investment Services
Wisconsin
$882K
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$858K
Lido Advisors
78
Lido Advisors
California
$848K
SIAP
79
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$749K
EH
80
Equitable Holdings
New York
$730K
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$727K
ASN
82
Advisory Services Network
Georgia
$717K
PFS
83
Prospera Financial Services
Texas
$688K
NA
84
NewEdge Advisors
Louisiana
$675K
WIM
85
WealthPlan Investment Management
Nebraska
$631K
OIA
86
OneDigital Investment Advisors
Kansas
$617K
RIA
87
Regal Investment Advisors
Michigan
$606K
AAS
88
Ameritas Advisory Services
Nebraska
$601K
AAP
89
Arax Advisory Partners
Colorado
$600K
DWP
90
Daymark Wealth Partners
Ohio
$578K
GIA
91
Gladstone Institutional Advisory
Florida
$550K
Citadel Advisors
92
Citadel Advisors
Florida
$549K
VVP
93
Venture Visionary Partners
Ohio
$543K
HA
94
HFG Advisors
Ohio
$541K
IWM
95
IHT Wealth Management
Illinois
$538K
SCA
96
Snowden Capital Advisors
New York
$531K
AGA
97
Arkos Global Advisors
Texas
$517K
WCFA
98
Walkner Condon Financial Advisors
Wisconsin
$502K
SIG
99
Sargent Investment Group
Maryland
$494K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$494K