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First Trust Large Cap Core AlphaDEX Fund
FEX

211 hedge funds and large institutions have $750M invested in First Trust Large Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more capital invested

Capital invested by funds: $701M → $750M (+$49.5M)

4% more funds holding

Funds holding: 203 → 211 (+8)

2.35% more ownership

Funds ownership: 56.6% → 58.95% (+2.3%)

17% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 75

Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
75
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.2M
2
LPL Financial
LPL Financial
California
+$17.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.12M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.18M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$839K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.32M
3
VF
Virtu Financial
New York
-$1.3M
4
CCA
Clearwater Capital Advisors
Illinois
-$1.26M
5
KWM
Kingsview Wealth Management
Oregon
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
101
Daymark Wealth Partners
Ohio
$516K -$10.3K -96 -2%
NA
102
NewEdge Advisors
Louisiana
$513K -$290K -2,704 -35%
SCM
103
Sebold Capital Management
Illinois
$507K +$1.82K +17 +0.4%
RFN
104
RDA Financial Network
Iowa
$491K -$7.72K -72 -2%
VVP
105
Venture Visionary Partners
Ohio
$477K – – –
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$465K -$24.7K -230 -5%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$455K – – –
PWS
108
Proactive Wealth Strategies
Georgia
$452K +$1.93K +18 +0.4%
IAS
109
Insigneo Advisory Services
Florida
$448K +$21.4K +200 +5%
SEIA
110
Signature Estate & Investment Advisors
California
$448K +$429 +4 +0.1%
CAM
111
Cresset Asset Management
Illinois
$443K +$429 +4 +0.1%
AF
112
Apollon Financial
South Carolina
$436K +$48.3K +450 +12%
SIG
113
Sargent Investment Group
Maryland
$435K – – –
RIS
114
Richmond Investment Services
Wisconsin
$427K +$439K +4,091 New
NWM
115
Nova Wealth Management
Florida
$420K +$432K +4,025 New
FCA
116
Fortis Capital Advisors
Kansas
$410K – – –
AAS
117
Annex Advisory Services
Wisconsin
$407K – – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$401K +$429 +4 +0.1%
MWM
119
Mission Wealth Management
California
$398K -$10.7K -100 -3%
FWP
120
FAS Wealth Partners
Kansas
$396K – – –
Jones Financial Companies
121
Jones Financial Companies
Missouri
$395K +$294K +2,744 +262%
AF
122
Allworth Financial
California
$394K – – –
Mariner
123
Mariner
Kansas
$393K -$17.2K -160 -4%
EW
124
Element Wealth
Mississippi
$386K -$10.8K -101 -3%
IWA
125
Icon Wealth Advisors
Texas
$375K – – –
3 4
5
6 7

FEX Hedge Fund Activity: Q4 2024 in Review

211 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q4 2024, worth a combined $750M — up 7.1% from $701M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FEX positions and 10 closed out — a net gain of 13 holders — while 62 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.2M. The largest seller was UBS Group, cutting an estimated $1.49M.

  • 211 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q4 2024, up from 203 in Q3 2024.
  • Funds reported $750M of First Trust Large Cap Core AlphaDEX Fund stock for Q4 2024, up 7.1% quarter-over-quarter.
  • 23 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q4 2024 and 10 closed out, a net change of +13 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q4 2024 was Morgan Stanley, an estimated $18.2M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q4 2024 was UBS Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2024.