We are live on ! Find out more
FEX icon

First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $790M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 79 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

6% more funds holding

Funds holding: 197208 (+11)

3% more capital invested

Capital invested by funds: $768M → $790M (+$21.6M)

0.53% less ownership

Funds ownership: 60.86%60.33% (-0.53%)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
24
Increased
53
Reduced
79
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$14.7K -$2.36K -23 -15%
TCOT
202
Trust Company of Toledo
Ohio
$14.2K +$13.3K +129 New
FFA
203
Farther Finance Advisors
California
$13.5K
BIG
204
Brooklyn Investment Group
New York
$13.2K +$12.3K +120 New
KA
205
Kozak & Associates
Colorado
$12.5K
SWP
206
Strategic Wealth Partners
Ohio
$11K +$10.3K +100 New
SS
207
Sunbelt Securities
Texas
$7.27K +$7.19K +70 New
HCM
208
Hollencrest Capital Management
California
$7.15K
AF
209
Advisornet Financial
Minnesota
$2.09K +$1.95K +19 New
SAM
210
Secure Asset Management
Michigan
-$4.37M -42,611 Closed
PAS
211
PKS Advisory Services
New York
-$1.98M -36,325 Closed
EWM
212
EPG Wealth Management
Georgia
-$1.31M -12,786 Closed
Jane Street
213
Jane Street
New York
-$720K -7,032 Closed
TSS
214
Two Sigma Securities
New York
-$352K -3,437 Closed
RFWA
215
RPg Family Wealth Advisory
Massachusetts
-$340K -3,320 Closed
HIP
216
HUB Investment Partners
Texas
-$338K -3,300 Closed
IP
217
Ignite Planners
California
-$241K -2,400 Closed
WWM
218
Western Wealth Management
Colorado
-$204K -1,993 Closed
Citigroup
219
Citigroup
New York
-$170K -1,655 Closed
CWM
220
Compass Wealth Management
Connecticut
-$24.4K -238 Closed
BWM
221
Bernard Wealth Management
Michigan
-$18.2K -178 Closed

FEX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q2 2025, worth a combined $790M — up 2.8% from $768M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FEX positions and 12 closed out — a net gain of 12 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was &Partners, adding an estimated $3.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $17.6M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q2 2025, up from 197 in Q1 2025.
  • Funds reported $790M of First Trust Large Cap Core AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 24 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q2 2025 was &Partners, an estimated $3.14M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2025.