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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $790M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 79 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

6% more funds holding

Funds holding: 197208 (+11)

3% more capital invested

Capital invested by funds: $768M → $790M (+$21.6M)

0.53% less ownership

Funds ownership: 60.86%60.33% (-0.53%)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
24
Increased
53
Reduced
79
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
151
Three Seasons Wealth
Utah
$284K
RG
152
Rathbones Group
United Kingdom
$272K -$19.3K -188 -7%
SHGA
153
Sand Hill Global Advisors
California
$269K -$5.75K -56 -2%
GWM
154
Geneos Wealth Management
Colorado
$268K -$271K -2,636 -52%
DFA
155
DHJJ Financial Advisors
Illinois
$259K -$6.68K -65 -3%
NW
156
NewEdge Wealth
Pennsylvania
$257K
IA
157
Insight Advisors
Pennsylvania
$252K +$411 +4 +0.2%
CIA
158
Concurrent Investment Advisors
Florida
$251K +$30.8K +300 +15%
PWPS
159
Pinnacle Wealth Planning Services
Ohio
$247K
AFG
160
ABLE Financial Group
Arizona
$246K -$9.97K -97 -4%
WCM
161
Winebrenner Capital Management
Kentucky
$238K +$223K +2,166 New
HPC
162
HM Payson & Co
Maine
$235K
BWA
163
BlueChip Wealth Advisors
Georgia
$232K
Neuberger Berman Group
164
Neuberger Berman Group
New York
$231K
MOS
165
MGO One Seven
Ohio
$225K
BlackRock
166
BlackRock
New York
$224K
UCFA
167
United Capital Financial Advisors
Texas
$224K
MPIA
168
Milestones Private Investment Advisors
New York
$224K +$209K +2,033 New
GLA
169
Good Life Advisors
Pennsylvania
$223K -$6.68K -65 -3%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$222K +$207K +2,015 New
HWA
171
HHM Wealth Advisors
Tennessee
$220K
IWP
172
IAG Wealth Partners
Wisconsin
$218K
Bessemer Group
173
Bessemer Group
New Jersey
$218K +$204K +1,984 New
IA
174
IFG Advisory
Georgia
$207K +$194K +1,883 New
MCM
175
MAI Capital Management
Ohio
$191K

FEX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2025, worth a combined $790M — up 2.8% from $768M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FEX positions and 12 closed out — a net gain of 12 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was &Partners, adding an estimated $3.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $17.6M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2025, up from 197 in Q1 2025.
  • Funds reported $790M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 24 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2025 was &Partners, an estimated $3.14M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2025.