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First Trust Large Cap Core AlphaDEX Fund

217 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 83 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: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 83

Holders
217
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
PWM
126
Perigon Wealth Management
California
$371K
AF
127
Allworth Financial
California
$363K
PIA
128
Perennial Investment Advisors
California
$361K
MCM
129
Mattern Capital Management
Colorado
$360K
CAM
130
Cresset Asset Management
Illinois
$359K
Comerica Bank
131
Comerica Bank
Texas
$357K
AR
132
Apeiron RIA
Texas
$352K
T
133
Tidemark
California
$352K
FPGK
134
Financial Partners Group (Kansas)
Kansas
$344K
MWM
135
Mission Wealth Management
California
$338K
FWM
136
ForthRight Wealth Management
Georgia
$338K
PTC
137
Private Trust Company
Ohio
$337K
NS
138
NBC Securities
Alabama
$337K
RFWA
139
RPg Family Wealth Advisory
Massachusetts
$329K
AFP
140
Ausdal Financial Partners
Iowa
$325K
PMFA
141
Plante Moran Financial Advisors
Michigan
$317K
CIA
142
Concurrent Investment Advisors
Florida
$314K
RPG
143
Risk Paradigm Group
Texas
$314K
SPC
144
Sigma Planning Corp
Michigan
$308K
TSW
145
Three Seasons Wealth
Utah
$307K
TLA
146
Tanglewood Legacy Advisors
Texas
$295K
EAM
147
Eukles Asset Management
Ohio
$292K
GWM
148
Geneos Wealth Management
Colorado
$289K
RG
149
Rathbones Group
United Kingdom
$276K
NW
150
NewEdge Wealth
Pennsylvania
$273K