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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $860M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 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 funds holding in top 10

Funds holding in top 10:

0.02% less ownership

Funds ownership: 61.48%61.46% (-0.02%)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
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
RFN
126
RDA Financial Network
Iowa
$389K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$384K
VA
128
Valmark Advisers
Ohio
$383K
PMFA
129
Plante Moran Financial Advisors
Michigan
$377K
TWM
130
TRB Wealth Management
Texas
$374K
PIA
131
Perennial Investment Advisors
California
$372K
MCM
132
Mattern Capital Management
Colorado
$370K
CIA
133
Concurrent Investment Advisors
Florida
$369K
CAM
134
Cresset Asset Management
Illinois
$367K
PWM
135
Perigon Wealth Management
California
$365K
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$360K
T
137
Tidemark
California
$355K
NS
138
NBC Securities
Alabama
$352K
AR
139
Apeiron RIA
Texas
$347K
FWM
140
ForthRight Wealth Management
Georgia
$342K
FPGK
141
Financial Partners Group (Kansas)
Kansas
$341K
PTC
142
Private Trust Company
Ohio
$335K
RFWA
143
RPg Family Wealth Advisory
Massachusetts
$334K
RPG
144
Risk Paradigm Group
Texas
$319K
TSW
145
Three Seasons Wealth
Utah
$315K
AF
146
Allworth Financial
California
$308K
TLA
147
Tanglewood Legacy Advisors
Texas
$304K
AssetMark Inc
148
AssetMark Inc
California
$303K
EAM
149
Eukles Asset Management
Ohio
$300K
IA
150
IFP Advisors
Florida
$296K