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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

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
Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
61
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.1M
2
Wells Fargo
Wells Fargo
California
+$6.65M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.96M
5
FTUS
Flow Traders U.S.
New York
+$3.33M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$2.97M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.44M
3
LI
LVZ Inc
Michigan
-$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 		Shares
Change %
Q1WB
176
Quest 10 Wealth Builders
Virginia
$149K -$91.9K -897 -38%
AssetMark Inc
177
AssetMark Inc
California
$148K -$28.2K -275 -16%
CTA
178
Colonial Trust Advisors
South Carolina
$68.6K – – –
GIA
179
GHP Investment Advisors
Colorado
$64.5K +$205 +2 +0.3%
ITIM
180
Indiana Trust & Investment Management
Indiana
$56.4K – – –
BCMLT
181
Beacon Capital Management LLC (Tennessee)
Tennessee
$55.6K +$205 +2 +0.4%
SC
182
Stephens Consulting
Michigan
$47.1K +$205 +2 +0.4%
MEG
183
Millstone Evans Group
Colorado
$42.1K +$42.1K +411 New
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 +$102 +1 +0.4%
LFG
187
Larson Financial Group
Missouri
$25.2K +$102 +1 +0.4%
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 +$102 +1 +0.7%
FFA
195
Farther Finance Advisors
California
$12.6K +$12.6K +123 New
KA
196
Kozak & Associates
Colorado
$10.9K – – –
HCM
197
Hollencrest Capital Management
California
$6.66K – – –
LI
198
LVZ Inc
Michigan
– -$2.22M -21,306 Closed
Citadel Advisors
199
Citadel Advisors
Florida
– -$1.7M -16,265 Closed
UWM
200
USAdvisors Wealth Management
Minnesota
– -$632K -6,058 Closed
5 6 7
8
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