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First Trust Large Cap Core AlphaDEX Fund

196 hedge funds and large institutions have $766M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
61
Reduced
77
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$354K +$78.9K +770 +29%
TSS
127
Two Sigma Securities
New York
$352K +$352K +3,437 New
BTI
128
Blue Trust Inc
Georgia
$350K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$348K -$46.4K -453 -12%
MWM
130
Modern Wealth Management
Kansas
$346K -$7.28K -71 -2%
MWM
131
Mission Wealth Management
California
$341K -$50.2K -490 -13%
RFWA
132
RPg Family Wealth Advisory
Massachusetts
$340K +$340K +3,320 New
CCA
133
Clearwater Capital Advisors
Illinois
$338K
HIP
134
HUB Investment Partners
Texas
$338K
MFG
135
Merit Financial Group
Georgia
$338K +$307 +3 +0.1%
T
136
Tidemark
California
$322K
VA
137
Valmark Advisers
Ohio
$322K
PWM
138
Perigon Wealth Management
California
$320K
FWM
139
ForthRight Wealth Management
Georgia
$318K
MCM
140
Mattern Capital Management
Colorado
$311K
PIA
141
Perennial Investment Advisors
California
$309K +$1.02K +10 +0.3%
SCA
142
Snowden Capital Advisors
New York
$303K +$102 +1 +0%
NS
143
NBC Securities
Alabama
$294K +$294K +2,874 +143,700%
PTC
144
Private Trust Company
Ohio
$291K
AR
145
Apeiron RIA
Texas
$291K -$5.12K -50 -2%
FPGK
146
Financial Partners Group (Kansas)
Kansas
$285K +$410 +4 +0.1%
AFP
147
Ausdal Financial Partners
Iowa
$280K +$410 +4 +0.1%
TLA
148
Tanglewood Legacy Advisors
Texas
$274K -$51.5K -503 -16%
PMFA
149
Plante Moran Financial Advisors
Michigan
$273K
RG
150
Rathbones Group
United Kingdom
$273K -$12.2K -119 -4%