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First Trust Large Cap Core AlphaDEX Fund

217 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

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
217
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
IA
151
Insight Advisors
Pennsylvania
$273K
IA
152
IFP Advisors
Florida
$270K
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
WCM
157
Winebrenner Capital Management
Kentucky
$257K
GWP
158
Gateway Wealth Partners
Wisconsin
$255K
HPC
159
HM Payson & Co
Maine
$253K
MWM
160
Modern Wealth Management
Kansas
$253K
BWA
161
BlueChip Wealth Advisors
Georgia
$250K
MOS
162
MGO One Seven
Ohio
$243K
UCFA
163
United Capital Financial Advisors
Texas
$242K
BlackRock
164
BlackRock
New York
$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
MCA
171
Magnolia Capital Advisors
Mississippi
$224K
DBRC
172
D.B. Root & Company
Pennsylvania
$210K
MAS
173
Meeder Advisory Services
Ohio
$209K
KA
174
Kovack Advisors
Florida
$206K
CA
175
Claro Advisors
Massachusetts
$203K