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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

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $790M → $827M (+$37.2M)

0.18% more ownership

Funds ownership: 60.33%60.51% (+0.18%)

0% more funds holding

Funds holding: 208208 (0)

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 %
0%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
63
Reduced
69
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
176
Quest 10 Wealth Builders
Virginia
$170K
AAS
177
Ameritas Advisory Services
Nebraska
$161K -$37.8K -333 -19%
SWM
178
Spire Wealth Management
Virginia
$127K +$114 +1 +0.1%
CTA
179
Colonial Trust Advisors
South Carolina
$78.3K
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$62.2K +$60.4K +532 New
WWA
181
Wealth Watch Advisors
Colorado
$61.2K +$59.5K +524 New
ITIM
182
Indiana Trust & Investment Management
Indiana
$57.2K
MAS
183
MPWM Advisory Solutions
Georgia
$55.5K
SC
184
Stephens Consulting
Michigan
$54K +$114 +1 +0.2%
RF
185
Rossby Financial
Florida
$53.6K +$52K +458 New
MEG
186
Millstone Evans Group
Colorado
$48K
GRP
187
Global Retirement Partners
California
$47.2K
WTA
188
Washington Trust Advisors
Massachusetts
$40.1K +$39K +343 New
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 +$114 +1 +0.4%
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 -$22.9K -202 -54%
SA
197
Scarborough Advisors
Maryland
$18.7K -$16.6K -146 -48%
AUB
198
Atlantic Union Bankshares
Virginia
$17.5K
SAM
199
Smartleaf Asset Management
Massachusetts
$16.3K +$568 +5 +4%
CFD
200
Creative Financial Designs
Indiana
$15.8K

FEX Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2025, worth a combined $827M — up 4.7% from $790M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEX positions and 9 closed out — a net gain of 4 holders — while 63 added to existing stakes and 69 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $3.06M. The largest seller was Flow Traders U.S., cutting an estimated $5.51M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $827M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2025 was Strategic Blueprint, an estimated $3.06M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2025 was Flow Traders U.S., an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2025.