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First Trust Large Cap Core AlphaDEX Fund
FEX

208 hedge funds and large institutions have $827M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $790M → $827M (+$37.2M)

0.18% more ownership

Funds ownership: 60.33% → 60.51% (+0.18%)

0% more funds holding

Funds holding: 208 → 208 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
208
Holders Change
–
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
63
Reduced
69
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SB
Strategic Blueprint
Georgia
+$3.06M
2
LPL Financial
LPL Financial
California
+$2.45M
3
SOS
Silver Oak Securities
Tennessee
+$1.85M
4
Goldman Sachs
Goldman Sachs
New York
+$1.63M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$5.51M
2
Morgan Stanley
Morgan Stanley
New York
-$3.92M
3
TCM
Triumph Capital Management
Colorado
-$3.38M
4
VF
Virtu Financial
New York
-$1.83M
5
OMC
Old Mission Capital
Illinois
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
126
Valmark Advisers
Ohio
$367K – – –
PWM
127
Perigon Wealth Management
California
$365K – – –
PMFA
128
Plante Moran Financial Advisors
Michigan
$363K +$50.1K +441 +17%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$358K +$227 +2 +0.1%
RFWA
130
RPg Family Wealth Advisory
Massachusetts
$356K +$346K +3,044 New
PIA
131
Perennial Investment Advisors
California
$354K +$909 +8 +0.3%
MCM
132
Mattern Capital Management
Colorado
$354K – – –
T
133
Tidemark
California
$352K – – –
EH
134
Equitable Holdings
New York
$349K +$339K +2,988 New
NS
135
NBC Securities
Alabama
$347K +$568 +5 +0.2%
SCA
136
Snowden Capital Advisors
New York
$346K +$114 +1 +0%
AQR Capital Management
137
AQR Capital Management
Connecticut
$343K +$333K +2,933 New
FWM
138
ForthRight Wealth Management
Georgia
$333K – – –
PTC
139
Private Trust Company
Ohio
$332K – – –
AR
140
Apeiron RIA
Texas
$328K – – –
FPGK
141
Financial Partners Group (Kansas)
Kansas
$326K +$341 +3 +0.1%
AFP
142
Ausdal Financial Partners
Iowa
$320K +$454 +4 +0.1%
FTUS
143
Flow Traders U.S.
New York
$318K -$5.51M -48,513 -95%
MWM
144
Modern Wealth Management
Kansas
$313K -$72.8K -641 -19%
IA
145
IFP Advisors
Florida
$309K +$227 +2 +0.1%
EAM
146
Eukles Asset Management
Ohio
$307K – – –
TSW
147
Three Seasons Wealth
Utah
$302K – – –
TLA
148
Tanglewood Legacy Advisors
Texas
$299K -$4.66K -41 -2%
GWM
149
Geneos Wealth Management
Colorado
$285K +$114 +1 +0%
RG
150
Rathbones Group
United Kingdom
$280K -$9.2K -81 -3%
4 5
6
7 8

FEX Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2025, worth a combined $827M — up 4.7% from $790M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEX positions and 9 closed out — a net gain of 4 holders — while 63 added to existing stakes and 69 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $3.06M. The largest seller was Flow Traders U.S., cutting an estimated $5.51M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $827M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2025 was Strategic Blueprint, an estimated $3.06M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2025 was Flow Traders U.S., an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2025.