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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $790M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

6% more funds holding

Funds holding: 197208 (+11)

3% more capital invested

Capital invested by funds: $768M → $790M (+$21.6M)

0.53% less ownership

Funds ownership: 60.86%60.33% (-0.53%)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
24
Increased
53
Reduced
79
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Ameritas Advisory Services
Nebraska
$188K -$416K -4,049 -70%
PS
177
Principal Securities
Iowa
$174K
Q1WB
178
Quest 10 Wealth Builders
Virginia
$160K
AssetMark Inc
179
AssetMark Inc
California
$143K -$14.5K -141 -10%
SWM
180
Spire Wealth Management
Virginia
$120K -$158K -1,542 -59%
CTA
181
Colonial Trust Advisors
South Carolina
$73.7K
TRCT
182
Tower Research Capital (TRC)
New York
$55.5K -$419K -4,076 -89%
ITIM
183
Indiana Trust & Investment Management
Indiana
$53.9K -$6.17K -60 -11%
MAS
184
MPWM Advisory Solutions
Georgia
$52.2K +$48.8K +475 New
SC
185
Stephens Consulting
Michigan
$50.7K +$103 +1 +0.2%
MEG
186
Millstone Evans Group
Colorado
$45.2K
GRP
187
Global Retirement Partners
California
$44.4K +$41.5K +404 New
GIA
188
GHP Investment Advisors
Colorado
$41.3K -$26.1K -254 -40%
HC
189
Hurley Capital
New York
$35.7K
HFS
190
Hantz Financial Services
Michigan
$34K +$31.4K +306 New
SA
191
Scarborough Advisors
Maryland
$33.7K +$31.4K +306 New
Russell Investments Group
192
Russell Investments Group
United Kingdom
$33K
HBW
193
Hazlett, Burt & Watson
West Virginia
$30K +$103 +1 +0.4%
LFG
194
Larson Financial Group
Missouri
$27.1K
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.1K -$30.5K -297 -55%
AF
196
Alerus Financial
North Dakota
$26.8K +$25.1K +244 New
HFS
197
Hopwood Financial Services
Virginia
$24.7K
CA
198
CoreCap Advisors
Michigan
$19.8K
AUB
199
Atlantic Union Bankshares
Virginia
$16.5K +$15.4K +150 New
CFD
200
Creative Financial Designs
Indiana
$14.8K

FEX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2025, worth a combined $790M — up 2.8% from $768M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FEX positions and 12 closed out — a net gain of 12 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was &Partners, adding an estimated $3.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $17.6M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2025, up from 197 in Q1 2025.
  • Funds reported $790M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 24 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2025 was &Partners, an estimated $3.14M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2025.