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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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$16.1M
2 +$6.65M
3 +$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
5
FTUS
Flow Traders U.S.
New York
+$3.33M

Top Sellers

1 -$2.97M
2 -$2.44M
3 -$2.22M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
5
Morgan Stanley
Morgan Stanley
New York
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
101
WealthPlan Investment Management
Nebraska
$503K
DWP
102
Daymark Wealth Partners
Ohio
$499K
SCM
103
Sebold Capital Management
Illinois
$498K
RFN
104
RDA Financial Network
Iowa
$471K
TRCT
105
Tower Research Capital (TRC)
New York
$469K
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
CAM
109
Cresset Asset Management
Illinois
$435K
AF
110
Apollon Financial
South Carolina
$428K
SIG
111
Sargent Investment Group
Maryland
$427K
PWS
112
Proactive Wealth Strategies
Georgia
$421K
RIS
113
Richmond Investment Services
Wisconsin
$419K
NWM
114
Nova Wealth Management
Florida
$413K
FCA
115
Fortis Capital Advisors
Kansas
$410K
Mariner
116
Mariner
Kansas
$404K
AAS
117
Annex Advisory Services
Wisconsin
$400K
HWM
118
HB Wealth Management
Georgia
$396K
FWP
119
FAS Wealth Partners
Kansas
$389K
AF
120
Allworth Financial
California
$377K
EW
121
Element Wealth
Mississippi
$369K
IWA
122
Icon Wealth Advisors
Texas
$369K
CP
123
Camelot Portfolios
Ohio
$365K
BWA
124
Bordeaux Wealth Advisors
California
$365K
HNB
125
Huntington National Bank
Ohio
$359K