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First Trust Large Cap Core AlphaDEX Fund

217 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 83 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: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 83

Holders
217
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
AWE
176
Avidian Wealth Enterprises
Texas
$202K
CWM
177
Concentrum Wealth Management
California
$202K
Q1WB
178
Quest 10 Wealth Builders
Virginia
$166K
IAIM
179
International Assets Investment Management
Florida
$158K
SIS
180
Sound Income Strategies
Florida
$158K
AssetMark Inc
181
AssetMark Inc
California
$146K
SWM
182
Spire Wealth Management
Virginia
$130K
HBT
183
Hills Bank & Trust
Iowa
$101K
WWA
184
Wealth Watch Advisors
Colorado
$81.6K
FFA
185
Farther Finance Advisors
California
$79.8K
CTA
186
Colonial Trust Advisors
South Carolina
$79.5K
KFAS
187
Keating Financial Advisory Services
Kansas
$65.8K
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$63.4K
ITIM
189
Indiana Trust & Investment Management
Indiana
$58.1K
MAS
190
MPWM Advisory Solutions
Georgia
$56.3K
SC
191
Stephens Consulting
Michigan
$54.8K
SEP
192
Signature Equity Partners
Ohio
$53.4K
MEG
193
Millstone Evans Group
Colorado
$48.8K
GRP
194
Global Retirement Partners
California
$47.9K
WTA
195
Washington Trust Advisors
Massachusetts
$40.7K
RF
196
Rossby Financial
Florida
$39.9K
HC
197
Hurley Capital
New York
$38.5K
Russell Investments Group
198
Russell Investments Group
United Kingdom
$35.6K
MCM
199
MAI Capital Management
Ohio
$35K
HBW
200
Hazlett, Burt & Watson
West Virginia
$33K