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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $861M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

5% more funds holding

Funds holding: 218228 (+10)

2% more capital invested

Capital invested by funds: $848M → $861M (+$12.8M)

0.01% more ownership

Funds ownership: 61.48%61.49% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
54
Reduced
88
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Modern Wealth Management
Kansas
$218K -$43.5K -351 -16%
DBRC
177
D.B. Root & Company
Pennsylvania
$216K
GSIAS
178
Garden State Investment Advisory Services
New Jersey
$213K +$217K +1,750 New
AWM
179
Aprio Wealth Management
Georgia
$213K +$217K +1,748 New
Ameriprise
180
Ameriprise
Minnesota
$212K +$215K +1,736 New
CA
181
Claro Advisors
Massachusetts
$209K +$372 +3 +0.2%
KA
182
Kovack Advisors
Florida
$208K -$4.46K -36 -2%
AWE
183
Avidian Wealth Enterprises
Texas
$207K
CWM
184
Concentrum Wealth Management
California
$207K
GC
185
Guidance Capital
Kentucky
$206K +$195K +1,575 New
KWA
186
Kingswood Wealth Advisors
California
$204K +$208K +1,676 New
Q1WB
187
Quest 10 Wealth Builders
Virginia
$169K -$1.49K -12 -0.9%
IAIM
188
International Assets Investment Management
Florida
$164K
IWP
189
IAG Wealth Partners
Wisconsin
$161K -$74.3K -600 -31%
UBS AM
190
UBS AM
Illinois
$160K +$163K +1,313 New
SIS
191
Sound Income Strategies
Florida
$157K
SWM
192
Spire Wealth Management
Virginia
$133K +$124 +1 +0.1%
FW
193
Fairway Wealth
Ohio
$133K +$135K +1,091 New
HBT
194
Hills Bank & Trust
Iowa
$104K
FFA
195
Farther Finance Advisors
California
$86K +$3.47K +28 +4%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$82.1K +$83.4K +673 New
CTA
197
Colonial Trust Advisors
South Carolina
$81.7K
KFAS
198
Keating Financial Advisory Services
Kansas
$67.7K
MAS
199
MPWM Advisory Solutions
Georgia
$57.9K
ITIM
200
Indiana Trust & Investment Management
Indiana
$54.9K -$4.96K -40 -8%