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First Trust Large Cap Core AlphaDEX Fund

218 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

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

5% more funds holding

Funds holding: 208218 (+10)

3% more capital invested

Capital invested by funds: $827M → $848M (+$21M)

0.97% more ownership

Funds ownership: 60.51%61.48% (+0.97%)

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
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
51
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Apollon Financial
South Carolina
$476K +$117 +1 +0%
FCA
102
Fortis Capital Advisors
Kansas
$474K
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$468K +$463K +3,948 New
AAS
104
Annex Advisory Services
Wisconsin
$463K
NWM
105
Nova Wealth Management
Florida
$450K -$15.7K -134 -3%
FWP
106
FAS Wealth Partners
Kansas
$449K
SEIA
107
Signature Estate & Investment Advisors
California
$427K -$82.7K -706 -16%
IWA
108
Icon Wealth Advisors
Texas
$427K
EW
109
Element Wealth
Mississippi
$422K -$1.88K -16 -0.4%
HNB
110
Huntington National Bank
Ohio
$413K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$410K +$46.9K +400 +13%
JWCA
112
J.W. Cole Advisors
Florida
$409K +$586 +5 +0.1%
BTI
113
Blue Trust Inc
Georgia
$406K
TWM
114
Triton Wealth Management
Arizona
$399K +$469 +4 +0.1%
HHCP
115
Hilton Head Capital Partners
South Carolina
$398K +$393K +3,353 New
RFN
116
RDA Financial Network
Iowa
$394K -$35.9K -306 -8%
HWM
117
HB Wealth Management
Georgia
$392K -$20.4K -174 -5%
CCA
118
Clearwater Capital Advisors
Illinois
$392K
Mariner
119
Mariner
Kansas
$386K -$75.6K -645 -17%
MFG
120
Merit Financial Group
Georgia
$384K +$352 +3 +0.1%
PWS
121
Proactive Wealth Strategies
Georgia
$378K +$1.29K +11 +0.3%
FTUS
122
Flow Traders U.S.
New York
$374K +$49.9K +426 +16%
SC
123
Savant Capital
Illinois
$374K +$586 +5 +0.2%
VA
124
Valmark Advisers
Ohio
$372K
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$371K +$355K +3,025 New