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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $827M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $790M → $827M (+$37.2M)

0.18% more ownership

Funds ownership: 60.33%60.51% (+0.18%)

0% more funds holding

Funds holding: 208208 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
63
Reduced
69
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Concurrent Investment Advisors
Florida
$274K +$7.16K +63 +3%
IA
152
Insight Advisors
Pennsylvania
$268K +$454 +4 +0.2%
NW
153
NewEdge Wealth
Pennsylvania
$268K
DFA
154
DHJJ Financial Advisors
Illinois
$263K -$11.4K -100 -4%
PWPS
155
Pinnacle Wealth Planning Services
Ohio
$263K
AFG
156
ABLE Financial Group
Arizona
$261K
WCM
157
Winebrenner Capital Management
Kentucky
$253K +$114 +1 +0%
HPC
158
HM Payson & Co
Maine
$250K
BWA
159
BlueChip Wealth Advisors
Georgia
$246K
Neuberger Berman Group
160
Neuberger Berman Group
New York
$245K
MOS
161
MGO One Seven
Ohio
$239K
BlackRock
162
BlackRock
New York
$238K
UCFA
163
United Capital Financial Advisors
Texas
$238K
MPIA
164
Milestones Private Investment Advisors
New York
$237K
HWA
165
HHM Wealth Advisors
Tennessee
$234K
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$233K -$2.61K -23 -1%
IWP
167
IAG Wealth Partners
Wisconsin
$232K
Bessemer Group
168
Bessemer Group
New Jersey
$232K
SHGA
169
Sand Hill Global Advisors
California
$229K -$55.3K -487 -20%
IA
170
IFG Advisory
Georgia
$221K +$568 +5 +0.3%
MAS
171
Meeder Advisory Services
Ohio
$211K +$205K +1,803 New
DBRC
172
D.B. Root & Company
Pennsylvania
$207K +$201K +1,770 New
PWA
173
Peterson Wealth Advisors
Utah
$205K +$199K +1,752 New
PS
174
Principal Securities
Iowa
$184K
AssetMark Inc
175
AssetMark Inc
California
$170K +$17.8K +157 +12%

FEX Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2025, worth a combined $827M — up 4.7% from $790M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEX positions and 9 closed out — a net gain of 4 holders — while 63 added to existing stakes and 69 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $3.06M. The largest seller was Flow Traders U.S., cutting an estimated $5.51M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $827M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2025 was Strategic Blueprint, an estimated $3.06M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2025 was Flow Traders U.S., an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2025.