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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $861M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

5% more funds holding

Funds holding: 218228 (+10)

2% more capital invested

Capital invested by funds: $848M → $861M (+$12.8M)

0.01% more ownership

Funds ownership: 61.48%61.49% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
54
Reduced
88
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
151
Eukles Asset Management
Ohio
$300K
IA
152
IFP Advisors
Florida
$296K +$19K +153 +7%
GWM
153
Geneos Wealth Management
Colorado
$294K -$3.22K -26 -1%
MWM
154
Mission Wealth Management
California
$293K -$55.4K -447 -16%
AQR Capital Management
155
AQR Capital Management
Connecticut
$292K +$23.3K +188 +9%
IA
156
Integrity Alliance
Iowa
$291K +$295K +2,385 New
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$288K +$46.2K +373 +19%
AFP
158
Ausdal Financial Partners
Iowa
$286K -$49.7K -401 -15%
IA
159
Insight Advisors
Pennsylvania
$281K +$495 +4 +0.2%
NW
160
NewEdge Wealth
Pennsylvania
$281K
RG
161
Rathbones Group
United Kingdom
$277K -$6.32K -51 -2%
PWPS
162
Pinnacle Wealth Planning Services
Ohio
$274K
WCM
163
Winebrenner Capital Management
Kentucky
$264K -$495 -4 -0.2%
DFA
164
DHJJ Financial Advisors
Illinois
$263K -$12.4K -100 -4%
SPC
165
Sigma Planning Corp
Michigan
$262K -$54.6K -441 -17%
HPC
166
HM Payson & Co
Maine
$261K
BWA
167
BlueChip Wealth Advisors
Georgia
$257K
UCFA
168
United Capital Financial Advisors
Texas
$249K
BlackRock
169
BlackRock
New York
$249K
AFG
170
ABLE Financial Group
Arizona
$246K -$27.4K -221 -10%
HWA
171
HHM Wealth Advisors
Tennessee
$244K
Bessemer Group
172
Bessemer Group
New Jersey
$242K
MOS
173
MGO One Seven
Ohio
$230K -$19.8K -160 -8%
MCA
174
Magnolia Capital Advisors
Mississippi
$230K
SHGA
175
Sand Hill Global Advisors
California
$222K -$17.6K -142 -7%