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First Trust Large Cap Core AlphaDEX Fund

206 hedge funds and large institutions have $779M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

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
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Triton Wealth Management
Arizona
$367K
MWM
127
Mission Wealth Management
California
$366K
MWM
128
Modern Wealth Management
Kansas
$365K
CCA
129
Clearwater Capital Advisors
Illinois
$363K
MFG
130
Merit Financial Group
Georgia
$355K
SC
131
Savant Capital
Illinois
$345K
VA
132
Valmark Advisers
Ohio
$345K
PWM
133
Perigon Wealth Management
California
$344K
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$336K
MCM
135
Mattern Capital Management
Colorado
$333K
PIA
136
Perennial Investment Advisors
California
$333K
T
137
Tidemark
California
$331K
NS
138
NBC Securities
Alabama
$326K
SCA
139
Snowden Capital Advisors
New York
$325K
FWM
140
ForthRight Wealth Management
Georgia
$314K
PTC
141
Private Trust Company
Ohio
$313K
AR
142
Apeiron RIA
Texas
$313K
FPGK
143
Financial Partners Group (Kansas)
Kansas
$306K
AFP
144
Ausdal Financial Partners
Iowa
$301K
PMFA
145
Plante Moran Financial Advisors
Michigan
$293K
IA
146
IFP Advisors
Florida
$290K
AWS
147
Atria Wealth Solutions
New York
$290K
EAM
148
Eukles Asset Management
Ohio
$289K
TLA
149
Tanglewood Legacy Advisors
Texas
$286K
TSW
150
Three Seasons Wealth
Utah
$284K