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First Trust Large Cap Core AlphaDEX Fund

207 hedge funds and large institutions have $779M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 12 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: $ → $

less ownership

Funds ownership:

34% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
207
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
PS
176
Principal Securities
Iowa
$174K
Q1WB
177
Quest 10 Wealth Builders
Virginia
$160K
AssetMark Inc
178
AssetMark Inc
California
$143K
SWM
179
Spire Wealth Management
Virginia
$120K
CTA
180
Colonial Trust Advisors
South Carolina
$73.7K
TRCT
181
Tower Research Capital (TRC)
New York
$55.5K
ITIM
182
Indiana Trust & Investment Management
Indiana
$53.9K
MAS
183
MPWM Advisory Solutions
Georgia
$52.2K
SC
184
Stephens Consulting
Michigan
$50.7K
MEG
185
Millstone Evans Group
Colorado
$45.2K
GRP
186
Global Retirement Partners
California
$44.4K
GIA
187
GHP Investment Advisors
Colorado
$41.3K
HC
188
Hurley Capital
New York
$35.7K
HFS
189
Hantz Financial Services
Michigan
$34K
SA
190
Scarborough Advisors
Maryland
$33.7K
Russell Investments Group
191
Russell Investments Group
United Kingdom
$33K
HBW
192
Hazlett, Burt & Watson
West Virginia
$30K
LFG
193
Larson Financial Group
Missouri
$27.1K
BCMLT
194
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.1K
AF
195
Alerus Financial
North Dakota
$26.8K
HFS
196
Hopwood Financial Services
Virginia
$24.7K
CA
197
CoreCap Advisors
Michigan
$19.8K
AUB
198
Atlantic Union Bankshares
Virginia
$16.5K
CFD
199
Creative Financial Designs
Indiana
$14.8K
SAM
200
Smartleaf Asset Management
Massachusetts
$14.7K