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First Trust Large Cap Core AlphaDEX Fund

196 hedge funds and large institutions have $766M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 +$16.1M
2 +$6.65M
3 +$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
5
FTUS
Flow Traders U.S.
New York
+$3.33M

Top Sellers

1 -$2.97M
2 -$2.44M
3 -$2.22M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
5
Morgan Stanley
Morgan Stanley
New York
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
176
Quest 10 Wealth Builders
Virginia
$149K
AssetMark Inc
177
AssetMark Inc
California
$148K
CTA
178
Colonial Trust Advisors
South Carolina
$68.6K
GIA
179
GHP Investment Advisors
Colorado
$64.5K
ITIM
180
Indiana Trust & Investment Management
Indiana
$56.4K
BCMLT
181
Beacon Capital Management LLC (Tennessee)
Tennessee
$55.6K
SC
182
Stephens Consulting
Michigan
$47.1K
MEG
183
Millstone Evans Group
Colorado
$42.1K
HC
184
Hurley Capital
New York
$33.3K
Russell Investments Group
185
Russell Investments Group
United Kingdom
$30.7K
HBW
186
Hazlett, Burt & Watson
West Virginia
$28K
LFG
187
Larson Financial Group
Missouri
$25.2K
CWM
188
Compass Wealth Management
Connecticut
$24.4K
HFS
189
Hopwood Financial Services
Virginia
$23.1K
CA
190
CoreCap Advisors
Michigan
$18.4K
BWM
191
Bernard Wealth Management
Michigan
$18.2K
SAM
192
Smartleaf Asset Management
Massachusetts
$16.1K
SSB
193
Sandy Spring Bank
Maryland
$15.4K
CFD
194
Creative Financial Designs
Indiana
$13.8K
FFA
195
Farther Finance Advisors
California
$12.6K
KA
196
Kozak & Associates
Colorado
$10.9K
HCM
197
Hollencrest Capital Management
California
$6.66K
LI
198
LVZ Inc
Michigan
Citadel Advisors
199
Citadel Advisors
Florida
UWM
200
USAdvisors Wealth Management
Minnesota