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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $827M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $790M → $827M (+$37.2M)

0.18% more ownership

Funds ownership: 60.33%60.51% (+0.18%)

0% more funds holding

Funds holding: 208208 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
63
Reduced
69
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$486K -$12.6K -111 -3%
AF
102
Apollon Financial
South Carolina
$468K +$227 +2 +0%
FCA
103
Fortis Capital Advisors
Kansas
$467K
NWM
104
Nova Wealth Management
Florida
$458K -$12.6K -111 -3%
CAM
105
Cresset Asset Management
Illinois
$458K +$227 +2 +0.1%
AAS
106
Annex Advisory Services
Wisconsin
$456K
Mariner
107
Mariner
Kansas
$455K
AF
108
Allworth Financial
California
$452K
FWP
109
FAS Wealth Partners
Kansas
$442K
HNB
110
Huntington National Bank
Ohio
$429K
RFN
111
RDA Financial Network
Iowa
$424K -$11.5K -101 -3%
GWP
112
Gateway Wealth Partners
Wisconsin
$423K -$34K -299 -8%
IWA
113
Icon Wealth Advisors
Texas
$421K
EW
114
Element Wealth
Mississippi
$418K -$3.07K -27 -0.7%
IG
115
IFS Group
Pennsylvania
$417K +$404K +3,560 New
HWM
116
HB Wealth Management
Georgia
$406K
SPC
117
Sigma Planning Corp
Michigan
$405K +$394K +3,466 New
JWCA
118
J.W. Cole Advisors
Florida
$402K -$2.04K -18 -0.5%
BTI
119
Blue Trust Inc
Georgia
$399K
MWM
120
Mission Wealth Management
California
$389K
CCA
121
Clearwater Capital Advisors
Illinois
$386K
TWM
122
Triton Wealth Management
Arizona
$378K -$4.09K -36 -1%
MFG
123
Merit Financial Group
Georgia
$378K +$227 +2 +0.1%
PWS
124
Proactive Wealth Strategies
Georgia
$371K -$107K -941 -23%
SC
125
Savant Capital
Illinois
$367K +$454 +4 +0.1%

FEX Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2025, worth a combined $827M — up 4.7% from $790M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEX positions and 9 closed out — a net gain of 4 holders — while 63 added to existing stakes and 69 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $3.06M. The largest seller was Flow Traders U.S., cutting an estimated $5.51M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $827M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2025 was Strategic Blueprint, an estimated $3.06M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2025 was Flow Traders U.S., an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2025.