We are live on ! Find out more
FEX icon

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
TCOT
201
Trust Company of Toledo
Ohio
$15.1K
FFA
202
Farther Finance Advisors
California
$14.4K
HFS
203
Hantz Financial Services
Michigan
$14K -$21.1K -186 -61%
KA
204
Kozak & Associates
Colorado
$12.8K +$114 +1 +0.9%
SWP
205
Strategic Wealth Partners
Ohio
$11.7K
HCM
206
Hollencrest Capital Management
California
$7.59K
AF
207
Advisornet Financial
Minnesota
$2.23K
AFWM
208
Abich Financial Wealth Management
Virginia
$1.4K +$1.36K +12 New
TRCT
209
Tower Research Capital (TRC)
New York
$117 -$57.2K -504 -100%
OMC
210
Old Mission Capital
Illinois
-$1.75M -15,940 Closed
CWP
211
Cyndeo Wealth Partners
Florida
-$567K -5,154 Closed
SIG
212
Sargent Investment Group
Maryland
-$466K -4,165 Closed
FAIM
213
Financial Advocates Investment Management
Washington
-$421K -3,827 Closed
CP
214
Camelot Portfolios
Ohio
-$390K -3,545 Closed
MCM
215
MAI Capital Management
Ohio
-$191K -1,738 Closed
BCMLT
216
Beacon Capital Management LLC (Tennessee)
Tennessee
-$27.1K -246 Closed
BIG
217
Brooklyn Investment Group
New York
-$13.2K -120 Closed
SS
218
Sunbelt Securities
Texas
-$7.27K -70 Closed

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.