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First Trust Large Cap Core AlphaDEX Fund

206 hedge funds and large institutions have $824M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 +$3.15M
2 +$2.52M
3 +$1.91M
4
Goldman Sachs
Goldman Sachs
New York
+$1.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.5M

Top Sellers

1 -$5.66M
2 -$4.03M
3 -$3.48M
4
VF
Virtu Financial
New York
-$1.88M
5
OMC
Old Mission Capital
Illinois
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$365K
PMFA
127
Plante Moran Financial Advisors
Michigan
$363K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$358K
RFWA
129
RPg Family Wealth Advisory
Massachusetts
$356K
PIA
130
Perennial Investment Advisors
California
$354K
MCM
131
Mattern Capital Management
Colorado
$354K
T
132
Tidemark
California
$352K
EH
133
Equitable Holdings
New York
$349K
NS
134
NBC Securities
Alabama
$347K
SCA
135
Snowden Capital Advisors
New York
$346K
AQR Capital Management
136
AQR Capital Management
Connecticut
$343K
FWM
137
ForthRight Wealth Management
Georgia
$333K
PTC
138
Private Trust Company
Ohio
$332K
AR
139
Apeiron RIA
Texas
$328K
FPGK
140
Financial Partners Group (Kansas)
Kansas
$326K
AFP
141
Ausdal Financial Partners
Iowa
$320K
FTUS
142
Flow Traders U.S.
New York
$318K
MWM
143
Modern Wealth Management
Kansas
$313K
IA
144
IFP Advisors
Florida
$309K
EAM
145
Eukles Asset Management
Ohio
$307K
TSW
146
Three Seasons Wealth
Utah
$302K
TLA
147
Tanglewood Legacy Advisors
Texas
$299K
GWM
148
Geneos Wealth Management
Colorado
$285K
RG
149
Rathbones Group
United Kingdom
$280K
CIA
150
Concurrent Investment Advisors
Florida
$274K