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First Trust Large Cap Core AlphaDEX Fund

218 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

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

5% more funds holding

Funds holding: 208218 (+10)

3% more capital invested

Capital invested by funds: $827M → $848M (+$21M)

0.97% more ownership

Funds ownership: 60.51%61.48% (+0.97%)

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
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
51
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
176
Avidian Wealth Enterprises
Texas
$202K +$199K +1,700 New
CWM
177
Concentrum Wealth Management
California
$202K +$199K +1,700 New
Q1WB
178
Quest 10 Wealth Builders
Virginia
$166K -$7.03K -60 -4%
IAIM
179
International Assets Investment Management
Florida
$158K +$156K +1,334 New
SIS
180
Sound Income Strategies
Florida
$158K +$150K +1,284 New
AssetMark Inc
181
AssetMark Inc
California
$146K -$26.7K -228 -16%
SWM
182
Spire Wealth Management
Virginia
$130K +$234 +2 +0.2%
HBT
183
Hills Bank & Trust
Iowa
$101K +$99.6K +850 New
WWA
184
Wealth Watch Advisors
Colorado
$81.6K +$19.2K +164 +31%
FFA
185
Farther Finance Advisors
California
$79.8K +$64.5K +550 +447%
CTA
186
Colonial Trust Advisors
South Carolina
$79.5K
KFAS
187
Keating Financial Advisory Services
Kansas
$65.8K +$65K +555 New
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$63.4K +$234 +2 +0.4%
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 +$52.7K +450 New
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 -$14.3K -122 -27%
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 +$34.6K +295 New
HBW
200
Hazlett, Burt & Watson
West Virginia
$33K