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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $860M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 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 funds holding in top 10

Funds holding in top 10:

0.02% less ownership

Funds ownership: 61.48%61.46% (-0.02%)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
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
GWM
151
Geneos Wealth Management
Colorado
$294K
MWM
152
Mission Wealth Management
California
$293K
AQR Capital Management
153
AQR Capital Management
Connecticut
$292K
IA
154
Integrity Alliance
Iowa
$291K
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$288K
AFP
156
Ausdal Financial Partners
Iowa
$286K
IA
157
Insight Advisors
Pennsylvania
$281K
NW
158
NewEdge Wealth
Pennsylvania
$281K
RG
159
Rathbones Group
United Kingdom
$277K
PWPS
160
Pinnacle Wealth Planning Services
Ohio
$274K
WCM
161
Winebrenner Capital Management
Kentucky
$264K
DFA
162
DHJJ Financial Advisors
Illinois
$263K
SPC
163
Sigma Planning Corp
Michigan
$262K
HPC
164
HM Payson & Co
Maine
$261K
BWA
165
BlueChip Wealth Advisors
Georgia
$257K
UCFA
166
United Capital Financial Advisors
Texas
$249K
BlackRock
167
BlackRock
New York
$249K
AFG
168
ABLE Financial Group
Arizona
$246K
HWA
169
HHM Wealth Advisors
Tennessee
$244K
Bessemer Group
170
Bessemer Group
New Jersey
$242K
MOS
171
MGO One Seven
Ohio
$230K
MCA
172
Magnolia Capital Advisors
Mississippi
$230K
SHGA
173
Sand Hill Global Advisors
California
$222K
MWM
174
Modern Wealth Management
Kansas
$218K
DBRC
175
D.B. Root & Company
Pennsylvania
$216K