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First Trust Large Cap Core AlphaDEX Fund

196 hedge funds and large institutions have $766M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
61
Reduced
77
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
101
WealthPlan Investment Management
Nebraska
$503K -$7.79K -76 -2%
DWP
102
Daymark Wealth Partners
Ohio
$499K -$7.68K -75 -2%
SCM
103
Sebold Capital Management
Illinois
$498K
RFN
104
RDA Financial Network
Iowa
$471K -$11.5K -112 -2%
TRCT
105
Tower Research Capital (TRC)
New York
$469K +$209K +2,039 +80%
VVP
106
Venture Visionary Partners
Ohio
$469K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$447K
SEIA
108
Signature Estate & Investment Advisors
California
$441K +$307 +3 +0.1%
CAM
109
Cresset Asset Management
Illinois
$435K +$307 +3 +0.1%
AF
110
Apollon Financial
South Carolina
$428K
SIG
111
Sargent Investment Group
Maryland
$427K
PWS
112
Proactive Wealth Strategies
Georgia
$421K -$23.3K -227 -5%
RIS
113
Richmond Investment Services
Wisconsin
$419K
NWM
114
Nova Wealth Management
Florida
$413K +$615 +6 +0.1%
FCA
115
Fortis Capital Advisors
Kansas
$410K
Mariner
116
Mariner
Kansas
$404K +$17.5K +171 +5%
AAS
117
Annex Advisory Services
Wisconsin
$400K
HWM
118
HB Wealth Management
Georgia
$396K -$256K -2,502 -39%
FWP
119
FAS Wealth Partners
Kansas
$389K
AF
120
Allworth Financial
California
$377K +$17.3K +174 +5%
EW
121
Element Wealth
Mississippi
$369K -$10K -98 -3%
IWA
122
Icon Wealth Advisors
Texas
$369K
CP
123
Camelot Portfolios
Ohio
$365K +$1.13K +11 +0.3%
BWA
124
Bordeaux Wealth Advisors
California
$365K
HNB
125
Huntington National Bank
Ohio
$359K -$113K