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First Trust Large Cap Core AlphaDEX Fund

196 hedge funds and large institutions have $766M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
61
Reduced
77
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
151
IFP Advisors
Florida
$270K +$410 +4 +0.2%
SWM
152
Spire Wealth Management
Virginia
$270K -$3.89K -38 -1%
EAM
153
Eukles Asset Management
Ohio
$270K -$5.33K -52 -2%
TSW
154
Three Seasons Wealth
Utah
$265K -$29.5K -288 -10%
SHGA
155
Sand Hill Global Advisors
California
$257K
DFA
156
DHJJ Financial Advisors
Illinois
$248K -$5.12K -50 -2%
IP
157
Ignite Planners
California
$241K +$241K +2,400 New
AFG
158
ABLE Financial Group
Arizona
$239K -$2.77K -27 -1%
NW
159
NewEdge Wealth
Pennsylvania
$236K
IA
160
Insight Advisors
Pennsylvania
$234K +$1.13K +11 +0.5%
PWPS
161
Pinnacle Wealth Planning Services
Ohio
$231K
HPC
162
HM Payson & Co
Maine
$219K
BWA
163
BlueChip Wealth Advisors
Georgia
$216K
Neuberger Berman Group
164
Neuberger Berman Group
New York
$215K -$85K -830 -28%
GLA
165
Good Life Advisors
Pennsylvania
$214K +$205 +2 +0.1%
MOS
166
MGO One Seven
Ohio
$210K
BlackRock
167
BlackRock
New York
$209K -$5.12K -50 -2%
UCFA
168
United Capital Financial Advisors
Texas
$209K -$5.12K -50 -2%
HWA
169
HHM Wealth Advisors
Tennessee
$205K
WWM
170
Western Wealth Management
Colorado
$204K -$51.5K -503 -20%
IWP
171
IAG Wealth Partners
Wisconsin
$204K
CIA
172
Concurrent Investment Advisors
Florida
$203K
MCM
173
MAI Capital Management
Ohio
$178K
Citigroup
174
Citigroup
New York
$170K
PS
175
Principal Securities
Iowa
$165K