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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $790M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 79 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

6% more funds holding

Funds holding: 197208 (+11)

3% more capital invested

Capital invested by funds: $768M → $790M (+$21.6M)

0.53% less ownership

Funds ownership: 60.86%60.33% (-0.53%)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
24
Increased
53
Reduced
79
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
126
Blue Trust Inc
Georgia
$376K
TWM
127
Triton Wealth Management
Arizona
$367K +$335K +3,259 New
MWM
128
Mission Wealth Management
California
$366K
MWM
129
Modern Wealth Management
Kansas
$365K -$5.14K -50 -1%
CCA
130
Clearwater Capital Advisors
Illinois
$363K
MFG
131
Merit Financial Group
Georgia
$355K -$6.89K -67 -2%
SC
132
Savant Capital
Illinois
$345K +$323K +3,141 New
VA
133
Valmark Advisers
Ohio
$345K
PWM
134
Perigon Wealth Management
California
$344K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$336K -$34.6K -337 -10%
MCM
136
Mattern Capital Management
Colorado
$333K
PIA
137
Perennial Investment Advisors
California
$333K +$719 +7 +0.2%
T
138
Tidemark
California
$331K -$13.2K -128 -4%
NS
139
NBC Securities
Alabama
$326K +$9.56K +93 +3%
SCA
140
Snowden Capital Advisors
New York
$325K -$103 -1 -0%
FWM
141
ForthRight Wealth Management
Georgia
$314K -$25.7K -250 -8%
PTC
142
Private Trust Company
Ohio
$313K
AR
143
Apeiron RIA
Texas
$313K
FPGK
144
Financial Partners Group (Kansas)
Kansas
$306K +$308 +3 +0.1%
AFP
145
Ausdal Financial Partners
Iowa
$301K +$411 +4 +0.1%
PMFA
146
Plante Moran Financial Advisors
Michigan
$293K
IA
147
IFP Advisors
Florida
$290K +$308 +3 +0.1%
AWS
148
Atria Wealth Solutions
New York
$290K -$532K -5,180 -66%
EAM
149
Eukles Asset Management
Ohio
$289K
TLA
150
Tanglewood Legacy Advisors
Texas
$286K -$7.5K -73 -3%

FEX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2025, worth a combined $790M — up 2.8% from $768M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FEX positions and 12 closed out — a net gain of 12 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was &Partners, adding an estimated $3.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $17.6M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2025, up from 197 in Q1 2025.
  • Funds reported $790M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 24 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2025 was &Partners, an estimated $3.14M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2025.