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First Trust Large Cap Core AlphaDEX Fund

218 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

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

5% more funds holding

Funds holding: 208218 (+10)

3% more capital invested

Capital invested by funds: $827M → $848M (+$21M)

0.97% more ownership

Funds ownership: 60.51%61.48% (+0.97%)

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
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
51
Reduced
83
Closed
12
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 -$94.8K -809 -21%
PIA
128
Perennial Investment Advisors
California
$361K +$1.29K +11 +0.4%
MCM
129
Mattern Capital Management
Colorado
$360K
CAM
130
Cresset Asset Management
Illinois
$359K -$105K -898 -23%
Comerica Bank
131
Comerica Bank
Texas
$357K -$1.18M -10,052 -77%
AR
132
Apeiron RIA
Texas
$352K
T
133
Tidemark
California
$352K -$5.86K -50 -2%
FPGK
134
Financial Partners Group (Kansas)
Kansas
$344K +$469 +4 +0.1%
MWM
135
Mission Wealth Management
California
$338K -$55.9K -477 -14%
FWM
136
ForthRight Wealth Management
Georgia
$338K
PTC
137
Private Trust Company
Ohio
$337K
NS
138
NBC Securities
Alabama
$337K -$15.6K -133 -4%
RFWA
139
RPg Family Wealth Advisory
Massachusetts
$329K -$31.6K -270 -9%
AFP
140
Ausdal Financial Partners
Iowa
$325K +$469 +4 +0.1%
PMFA
141
Plante Moran Financial Advisors
Michigan
$317K -$51.7K -441 -14%
CIA
142
Concurrent Investment Advisors
Florida
$314K +$34.9K +298 +13%
RPG
143
Risk Paradigm Group
Texas
$314K +$310K +2,645 New
SPC
144
Sigma Planning Corp
Michigan
$308K -$102K -873 -25%
TSW
145
Three Seasons Wealth
Utah
$307K
TLA
146
Tanglewood Legacy Advisors
Texas
$295K -$8.44K -72 -3%
EAM
147
Eukles Asset Management
Ohio
$292K -$19.6K -167 -6%
GWM
148
Geneos Wealth Management
Colorado
$289K
RG
149
Rathbones Group
United Kingdom
$276K -$8.32K -71 -3%
NW
150
NewEdge Wealth
Pennsylvania
$273K