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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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 +$16.1M
2 +$6.65M
3 +$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
5
FTUS
Flow Traders U.S.
New York
+$3.33M

Top Sellers

1 -$2.97M
2 -$2.44M
3 -$2.22M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
5
Morgan Stanley
Morgan Stanley
New York
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$354K
TSS
127
Two Sigma Securities
New York
$352K
BTI
128
Blue Trust Inc
Georgia
$350K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$348K
MWM
130
Modern Wealth Management
Kansas
$346K
MWM
131
Mission Wealth Management
California
$341K
RFWA
132
RPg Family Wealth Advisory
Massachusetts
$340K
CCA
133
Clearwater Capital Advisors
Illinois
$338K
HIP
134
HUB Investment Partners
Texas
$338K
MFG
135
Merit Financial Group
Georgia
$338K
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
SCA
142
Snowden Capital Advisors
New York
$303K
NS
143
NBC Securities
Alabama
$294K
PTC
144
Private Trust Company
Ohio
$291K
AR
145
Apeiron RIA
Texas
$291K
FPGK
146
Financial Partners Group (Kansas)
Kansas
$285K
AFP
147
Ausdal Financial Partners
Iowa
$280K
TLA
148
Tanglewood Legacy Advisors
Texas
$274K
PMFA
149
Plante Moran Financial Advisors
Michigan
$273K
RG
150
Rathbones Group
United Kingdom
$273K