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First Trust Large Cap Core AlphaDEX Fund

206 hedge funds and large institutions have $779M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 12 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: $ → $

less ownership

Funds ownership:

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
206
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
RG
151
Rathbones Group
United Kingdom
$272K
SHGA
152
Sand Hill Global Advisors
California
$269K
GWM
153
Geneos Wealth Management
Colorado
$268K
DFA
154
DHJJ Financial Advisors
Illinois
$259K
NW
155
NewEdge Wealth
Pennsylvania
$257K
IA
156
Insight Advisors
Pennsylvania
$252K
CIA
157
Concurrent Investment Advisors
Florida
$251K
PWPS
158
Pinnacle Wealth Planning Services
Ohio
$247K
AFG
159
ABLE Financial Group
Arizona
$246K
WCM
160
Winebrenner Capital Management
Kentucky
$238K
HPC
161
HM Payson & Co
Maine
$235K
BWA
162
BlueChip Wealth Advisors
Georgia
$232K
Neuberger Berman Group
163
Neuberger Berman Group
New York
$231K
MOS
164
MGO One Seven
Ohio
$225K
BlackRock
165
BlackRock
New York
$224K
UCFA
166
United Capital Financial Advisors
Texas
$224K
MPIA
167
Milestones Private Investment Advisors
New York
$224K
GLA
168
Good Life Advisors
Pennsylvania
$223K
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$222K
HWA
170
HHM Wealth Advisors
Tennessee
$220K
IWP
171
IAG Wealth Partners
Wisconsin
$218K
Bessemer Group
172
Bessemer Group
New Jersey
$218K
IA
173
IFG Advisory
Georgia
$207K
MCM
174
MAI Capital Management
Ohio
$191K
AAS
175
Ameritas Advisory Services
Nebraska
$188K