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First Trust Large Cap Core AlphaDEX Fund

218 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 83 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

5% more funds holding

Funds holding: 208218 (+10)

3% more capital invested

Capital invested by funds: $827M → $848M (+$21M)

0.97% more ownership

Funds ownership: 60.51%61.48% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 83

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
51
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
Insight Advisors
Pennsylvania
$273K +$703 +6 +0.3%
IA
152
IFP Advisors
Florida
$270K -$43.4K -370 -14%
DFA
153
DHJJ Financial Advisors
Illinois
$267K
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$267K
AFG
155
ABLE Financial Group
Arizona
$265K
AQR Capital Management
156
AQR Capital Management
Connecticut
$262K -$85.2K -727 -25%
WCM
157
Winebrenner Capital Management
Kentucky
$257K +$117 +1 +0%
GWP
158
Gateway Wealth Partners
Wisconsin
$255K -$172K -1,469 -41%
HPC
159
HM Payson & Co
Maine
$253K
MWM
160
Modern Wealth Management
Kansas
$253K -$64.6K -551 -21%
BWA
161
BlueChip Wealth Advisors
Georgia
$250K
MOS
162
MGO One Seven
Ohio
$243K
BlackRock
163
BlackRock
New York
$242K
UCFA
164
United Capital Financial Advisors
Texas
$242K
MPIA
165
Milestones Private Investment Advisors
New York
$241K
HWA
166
HHM Wealth Advisors
Tennessee
$237K
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$236K
Bessemer Group
168
Bessemer Group
New Jersey
$235K
SHGA
169
Sand Hill Global Advisors
California
$233K
IWP
170
IAG Wealth Partners
Wisconsin
$227K -$8.2K -70 -4%
MCA
171
Magnolia Capital Advisors
Mississippi
$224K +$221K +1,887 New
DBRC
172
D.B. Root & Company
Pennsylvania
$210K
MAS
173
Meeder Advisory Services
Ohio
$209K -$4.45K -38 -2%
KA
174
Kovack Advisors
Florida
$206K +$204K +1,738 New
CA
175
Claro Advisors
Massachusetts
$203K +$201K +1,711 New