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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $790M 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, 79 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

6% more funds holding

Funds holding: 197208 (+11)

3% more capital invested

Capital invested by funds: $768M → $790M (+$21.6M)

0.53% less ownership

Funds ownership: 60.86%60.33% (-0.53%)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
24
Increased
53
Reduced
79
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
$507K -$579K -5,636 -55%
VVP
102
Venture Visionary Partners
Ohio
$503K
IWM
103
IHT Wealth Management
Illinois
$503K -$132K -1,281 -22%
SEIA
104
Signature Estate & Investment Advisors
California
$473K +$206 +2 +0%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$470K -$8.73K -85 -2%
SIG
106
Sargent Investment Group
Maryland
$466K
PWS
107
Proactive Wealth Strategies
Georgia
$453K +$1.03K +10 +0.2%
NWM
108
Nova Wealth Management
Florida
$444K +$411 +4 +0.1%
AF
109
Apollon Financial
South Carolina
$441K -$17.9K -174 -4%
FCA
110
Fortis Capital Advisors
Kansas
$440K
GWP
111
Gateway Wealth Partners
Wisconsin
$431K +$403K +3,922 New
CAM
112
Cresset Asset Management
Illinois
$431K -$33.5K -326 -8%
AAS
113
Annex Advisory Services
Wisconsin
$429K
Mariner
114
Mariner
Kansas
$428K -$4.73K -46 -1%
AF
115
Allworth Financial
California
$425K +$8.43K +82 +2%
FAIM
116
Financial Advocates Investment Management
Washington
$421K -$467K -4,542 -54%
FWP
117
FAS Wealth Partners
Kansas
$416K -$1.64K -16 -0.4%
RFN
118
RDA Financial Network
Iowa
$410K -$89.4K -870 -19%
EW
119
Element Wealth
Mississippi
$396K
IWA
120
Icon Wealth Advisors
Texas
$396K
BWA
121
Bordeaux Wealth Advisors
California
$391K
CP
122
Camelot Portfolios
Ohio
$390K -$2.26K -22 -0.6%
HNB
123
Huntington National Bank
Ohio
$383K
HWM
124
HB Wealth Management
Georgia
$382K -$39.7K -386 -10%
JWCA
125
J.W. Cole Advisors
Florida
$380K +$411 +4 +0.1%

FEX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2025, worth a combined $790M — up 2.8% from $768M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FEX positions and 12 closed out — a net gain of 12 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was &Partners, adding an estimated $3.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $17.6M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2025, up from 197 in Q1 2025.
  • Funds reported $790M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 24 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2025 was &Partners, an estimated $3.14M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2025.