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First Trust Large Cap Core AlphaDEX Fund

206 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
206
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
AssetMark Inc
177
AssetMark Inc
California
$143K
SWM
178
Spire Wealth Management
Virginia
$120K
CTA
179
Colonial Trust Advisors
South Carolina
$73.7K
TRCT
180
Tower Research Capital (TRC)
New York
$55.5K
ITIM
181
Indiana Trust & Investment Management
Indiana
$53.9K
MAS
182
MPWM Advisory Solutions
Georgia
$52.2K
SC
183
Stephens Consulting
Michigan
$50.7K
MEG
184
Millstone Evans Group
Colorado
$45.2K
GRP
185
Global Retirement Partners
California
$44.4K
GIA
186
GHP Investment Advisors
Colorado
$41.3K
HC
187
Hurley Capital
New York
$35.7K
HFS
188
Hantz Financial Services
Michigan
$34K
SA
189
Scarborough Advisors
Maryland
$33.7K
Russell Investments Group
190
Russell Investments Group
United Kingdom
$33K
HBW
191
Hazlett, Burt & Watson
West Virginia
$30K
LFG
192
Larson Financial Group
Missouri
$27.1K
BCMLT
193
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.1K
AF
194
Alerus Financial
North Dakota
$26.8K
HFS
195
Hopwood Financial Services
Virginia
$24.7K
CA
196
CoreCap Advisors
Michigan
$19.8K
AUB
197
Atlantic Union Bankshares
Virginia
$16.5K
CFD
198
Creative Financial Designs
Indiana
$14.8K
SAM
199
Smartleaf Asset Management
Massachusetts
$14.7K
TCOT
200
Trust Company of Toledo
Ohio
$14.2K