FEX icon

First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $827M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
208
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

Top Buyers

1 +$3.06M
2 +$2.45M
3 +$1.85M
4
Goldman Sachs
Goldman Sachs
New York
+$1.63M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.45M

Top Sellers

1 -$5.51M
2 -$3.92M
3 -$3.38M
4
VF
Virtu Financial
New York
-$1.83M
5
OMC
Old Mission Capital
Illinois
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
176
Quest 10 Wealth Builders
Virginia
$170K
AAS
177
Ameritas Advisory Services
Nebraska
$161K
SWM
178
Spire Wealth Management
Virginia
$127K
CTA
179
Colonial Trust Advisors
South Carolina
$78.3K
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$62.2K
WWA
181
Wealth Watch Advisors
Colorado
$61.2K
ITIM
182
Indiana Trust & Investment Management
Indiana
$57.2K
MAS
183
MPWM Advisory Solutions
Georgia
$55.5K
SC
184
Stephens Consulting
Michigan
$54K
RF
185
Rossby Financial
Florida
$53.6K
MEG
186
Millstone Evans Group
Colorado
$48K
GRP
187
Global Retirement Partners
California
$47.2K
WTA
188
Washington Trust Advisors
Massachusetts
$40.1K
HC
189
Hurley Capital
New York
$38K
Russell Investments Group
190
Russell Investments Group
United Kingdom
$35K
HBW
191
Hazlett, Burt & Watson
West Virginia
$32K
LFG
192
Larson Financial Group
Missouri
$28.8K
AF
193
Alerus Financial
North Dakota
$28.5K
HFS
194
Hopwood Financial Services
Virginia
$26.3K
CA
195
CoreCap Advisors
Michigan
$21K
GIA
196
GHP Investment Advisors
Colorado
$20.3K
SA
197
Scarborough Advisors
Maryland
$18.7K
AUB
198
Atlantic Union Bankshares
Virginia
$17.5K
SAM
199
Smartleaf Asset Management
Massachusetts
$16.3K
CFD
200
Creative Financial Designs
Indiana
$15.8K