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First Trust Large Cap Core AlphaDEX Fund

207 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, 62 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1 +$3.15M
2 +$2.52M
3 +$1.91M
4
Goldman Sachs
Goldman Sachs
New York
+$1.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.5M

Top Sellers

1 -$5.66M
2 -$4.03M
3 -$3.48M
4
VF
Virtu Financial
New York
-$1.88M
5
OMC
Old Mission Capital
Illinois
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$486K
AF
102
Apollon Financial
South Carolina
$468K
FCA
103
Fortis Capital Advisors
Kansas
$467K
NWM
104
Nova Wealth Management
Florida
$458K
CAM
105
Cresset Asset Management
Illinois
$458K
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
GWP
112
Gateway Wealth Partners
Wisconsin
$423K
IWA
113
Icon Wealth Advisors
Texas
$421K
EW
114
Element Wealth
Mississippi
$418K
IG
115
IFS Group
Pennsylvania
$417K
HWM
116
HB Wealth Management
Georgia
$406K
SPC
117
Sigma Planning Corp
Michigan
$405K
JWCA
118
J.W. Cole Advisors
Florida
$402K
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
MFG
123
Merit Financial Group
Georgia
$378K
PWS
124
Proactive Wealth Strategies
Georgia
$371K
SC
125
Savant Capital
Illinois
$367K