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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $860M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 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 funds holding in top 10

Funds holding in top 10:

0.02% less ownership

Funds ownership: 61.48%61.46% (-0.02%)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
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
GSIAS
176
Garden State Investment Advisory Services
New Jersey
$213K
AWM
177
Aprio Wealth Management
Georgia
$213K
Ameriprise
178
Ameriprise
Minnesota
$212K
CA
179
Claro Advisors
Massachusetts
$209K
KA
180
Kovack Advisors
Florida
$208K
AWE
181
Avidian Wealth Enterprises
Texas
$207K
CWM
182
Concentrum Wealth Management
California
$207K
GC
183
Guidance Capital
Kentucky
$206K
KWA
184
Kingswood Wealth Advisors
California
$204K
Q1WB
185
Quest 10 Wealth Builders
Virginia
$169K
IAIM
186
International Assets Investment Management
Florida
$164K
IWP
187
IAG Wealth Partners
Wisconsin
$161K
UBS AM
188
UBS AM
Illinois
$160K
SIS
189
Sound Income Strategies
Florida
$157K
SWM
190
Spire Wealth Management
Virginia
$133K
FW
191
Fairway Wealth
Ohio
$133K
WWM
192
Western Wealth Management
Colorado
$125K
HBT
193
Hills Bank & Trust
Iowa
$104K
FFA
194
Farther Finance Advisors
California
$86K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$82.1K
CTA
196
Colonial Trust Advisors
South Carolina
$81.7K
NA
197
NewEdge Advisors
Louisiana
$78.6K
KFAS
198
Keating Financial Advisory Services
Kansas
$67.7K
MAS
199
MPWM Advisory Solutions
Georgia
$57.9K
ITIM
200
Indiana Trust & Investment Management
Indiana
$54.9K