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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $861M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

5% more funds holding

Funds holding: 218228 (+10)

2% more capital invested

Capital invested by funds: $848M → $861M (+$12.8M)

0.01% more ownership

Funds ownership: 61.48%61.49% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
54
Reduced
88
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Triton Wealth Management
Arizona
$396K -$619 -5 -0.2%
MFG
127
Merit Financial Group
Georgia
$395K +$248 +2 +0.1%
RFN
128
RDA Financial Network
Iowa
$389K -$16.2K -131 -4%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$384K -$126K -1,018 -24%
VA
130
Valmark Advisers
Ohio
$383K
PMFA
131
Plante Moran Financial Advisors
Michigan
$377K +$52.6K +425 +16%
TWM
132
TRB Wealth Management
Texas
$374K +$380K +3,064 New
PIA
133
Perennial Investment Advisors
California
$372K +$991 +8 +0.3%
MCM
134
Mattern Capital Management
Colorado
$370K
CIA
135
Concurrent Investment Advisors
Florida
$369K +$46.8K +378 +14%
CAM
136
Cresset Asset Management
Illinois
$367K -$2.23K -18 -0.6%
PWM
137
Perigon Wealth Management
California
$365K -$16.7K -135 -4%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$360K +$366K +2,954 New
T
139
Tidemark
California
$355K -$6.81K -55 -2%
NS
140
NBC Securities
Alabama
$352K +$5.2K +42 +1%
AR
141
Apeiron RIA
Texas
$347K
FWM
142
ForthRight Wealth Management
Georgia
$342K -$6.19K -50 -2%
FPGK
143
Financial Partners Group (Kansas)
Kansas
$341K +$372 +3 +0.1%
PTC
144
Private Trust Company
Ohio
$335K -$12.3K -99 -3%
RFWA
145
RPg Family Wealth Advisory
Massachusetts
$334K -$3.96K -32 -1%
RPG
146
Risk Paradigm Group
Texas
$319K -$3.96K -32 -1%
TSW
147
Three Seasons Wealth
Utah
$315K
AF
148
Allworth Financial
California
$308K -$66.3K -535 -17%
TLA
149
Tanglewood Legacy Advisors
Texas
$304K +$743 +6 +0.2%
AssetMark Inc
150
AssetMark Inc
California
$303K +$156K +1,257 +102%