FEX icon

First Trust Large Cap Core AlphaDEX Fund

217 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 83 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: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 83

Holders
217
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
AF
101
Apollon Financial
South Carolina
$476K
FCA
102
Fortis Capital Advisors
Kansas
$474K
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$468K
AAS
104
Annex Advisory Services
Wisconsin
$463K
NWM
105
Nova Wealth Management
Florida
$450K
FWP
106
FAS Wealth Partners
Kansas
$449K
SEIA
107
Signature Estate & Investment Advisors
California
$427K
IWA
108
Icon Wealth Advisors
Texas
$427K
EW
109
Element Wealth
Mississippi
$422K
HNB
110
Huntington National Bank
Ohio
$413K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$410K
JWCA
112
J.W. Cole Advisors
Florida
$409K
BTI
113
Blue Trust Inc
Georgia
$406K
TWM
114
Triton Wealth Management
Arizona
$399K
HHCP
115
Hilton Head Capital Partners
South Carolina
$398K
RFN
116
RDA Financial Network
Iowa
$394K
HWM
117
HB Wealth Management
Georgia
$392K
CCA
118
Clearwater Capital Advisors
Illinois
$392K
Mariner
119
Mariner
Kansas
$386K
MFG
120
Merit Financial Group
Georgia
$384K
PWS
121
Proactive Wealth Strategies
Georgia
$378K
FTUS
122
Flow Traders U.S.
New York
$374K
SC
123
Savant Capital
Illinois
$374K
VA
124
Valmark Advisers
Ohio
$372K
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$371K