FEX icon

First Trust Large Cap Core AlphaDEX Fund

206 hedge funds and large institutions have $824M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1 +$3.15M
2 +$2.52M
3 +$1.91M
4
Goldman Sachs
Goldman Sachs
New York
+$1.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.5M

Top Sellers

1 -$5.66M
2 -$4.03M
3 -$3.48M
4
VF
Virtu Financial
New York
-$1.88M
5
OMC
Old Mission Capital
Illinois
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
Insight Advisors
Pennsylvania
$268K
NW
152
NewEdge Wealth
Pennsylvania
$268K
DFA
153
DHJJ Financial Advisors
Illinois
$263K
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$263K
AFG
155
ABLE Financial Group
Arizona
$261K
WCM
156
Winebrenner Capital Management
Kentucky
$253K
HPC
157
HM Payson & Co
Maine
$250K
BWA
158
BlueChip Wealth Advisors
Georgia
$246K
Neuberger Berman Group
159
Neuberger Berman Group
New York
$245K
MOS
160
MGO One Seven
Ohio
$239K
UCFA
161
United Capital Financial Advisors
Texas
$238K
BlackRock
162
BlackRock
New York
$238K
MPIA
163
Milestones Private Investment Advisors
New York
$237K
HWA
164
HHM Wealth Advisors
Tennessee
$234K
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$233K
IWP
166
IAG Wealth Partners
Wisconsin
$232K
Bessemer Group
167
Bessemer Group
New Jersey
$232K
SHGA
168
Sand Hill Global Advisors
California
$229K
IA
169
IFG Advisory
Georgia
$221K
MAS
170
Meeder Advisory Services
Ohio
$211K
DBRC
171
D.B. Root & Company
Pennsylvania
$207K
PWA
172
Peterson Wealth Advisors
Utah
$205K
PS
173
Principal Securities
Iowa
$184K
AssetMark Inc
174
AssetMark Inc
California
$170K
Q1WB
175
Quest 10 Wealth Builders
Virginia
$170K