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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
LFG
201
Larson Financial Group
Missouri
$29.2K
AF
202
Alerus Financial
North Dakota
$28.9K
AW
203
Ankerstar Wealth
Texas
$26.7K +$26.4K +225 New
CA
204
CoreCap Advisors
Michigan
$21.4K
GIA
205
GHP Investment Advisors
Colorado
$20.6K
FHA
206
Flagship Harbor Advisors
Massachusetts
$19.5K +$19.2K +164 New
SA
207
Scarborough Advisors
Maryland
$19.1K +$117 +1 +0.6%
FP
208
Financial Perspectives
Minnesota
$19K +$18.8K +160 New
AUB
209
Atlantic Union Bankshares
Virginia
$17.8K
SAM
210
Smartleaf Asset Management
Massachusetts
$16.1K -$586 -5 -4%
CFD
211
Creative Financial Designs
Indiana
$16.1K +$117 +1 +0.7%
TCOT
212
Trust Company of Toledo
Ohio
$15.3K
HFS
213
Hantz Financial Services
Michigan
$14K
KA
214
Kozak & Associates
Colorado
$13.8K
TAM
215
Tucker Asset Management
Colorado
$13.2K +$13K +111 New
SWP
216
Strategic Wealth Partners
Ohio
$11.9K
HCM
217
Hollencrest Capital Management
California
$7.71K
DWM
218
Darwin Wealth Management
Florida
$711 +$703 +6 New
TRCT
219
Tower Research Capital (TRC)
New York
$119
SB
220
Strategic Blueprint
Georgia
-$15.2M -130,323 Closed
KWS
221
Keystone Wealth Services
California
-$2.54M -21,751 Closed
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
-$1.72M -14,705 Closed
RA
223
RiverTree Advisors
Florida
-$1.39M -11,941 Closed
HFA
224
Hershey Financial Advisers
Pennsylvania
-$1.03M -8,811 Closed
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
-$915K -7,834 Closed