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First Trust Large Cap Core AlphaDEX Fund

207 hedge funds and large institutions have $787M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 78 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: $ → $

less ownership

Funds ownership:

32% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 78

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
207
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
VVP
101
Venture Visionary Partners
Ohio
$503K
IWM
102
IHT Wealth Management
Illinois
$503K
SEIA
103
Signature Estate & Investment Advisors
California
$473K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$470K
CAM
105
Cresset Asset Management
Illinois
$467K
SIG
106
Sargent Investment Group
Maryland
$466K
PWS
107
Proactive Wealth Strategies
Georgia
$453K
NWM
108
Nova Wealth Management
Florida
$444K
AF
109
Apollon Financial
South Carolina
$441K
FCA
110
Fortis Capital Advisors
Kansas
$440K
GWP
111
Gateway Wealth Partners
Wisconsin
$431K
AAS
112
Annex Advisory Services
Wisconsin
$429K
Mariner
113
Mariner
Kansas
$428K
AF
114
Allworth Financial
California
$425K
FAIM
115
Financial Advocates Investment Management
Washington
$421K
FWP
116
FAS Wealth Partners
Kansas
$416K
RFN
117
RDA Financial Network
Iowa
$410K
EW
118
Element Wealth
Mississippi
$396K
IWA
119
Icon Wealth Advisors
Texas
$396K
BWA
120
Bordeaux Wealth Advisors
California
$391K
CP
121
Camelot Portfolios
Ohio
$390K
HNB
122
Huntington National Bank
Ohio
$383K
HWM
123
HB Wealth Management
Georgia
$382K
JWCA
124
J.W. Cole Advisors
Florida
$380K
BTI
125
Blue Trust Inc
Georgia
$376K