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First Trust Large Cap Core AlphaDEX Fund

198 hedge funds and large institutions have $768M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital inflows, than outflows

Capital inflows: $57.6M | Capital outflows: $22.6M

1.89% more ownership

Funds ownership: 58.95% → 60.85% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less funds holding

Funds holding: 212 → 198 (-14)

22% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 78

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
198
Holders Change
-14
Holders Change %
-6.6%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
61
Reduced
78
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

FEX Hedge Fund Activity: Q1 2025 in Review

198 of the 7,483 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q1 2025, worth a combined $768M — up 2.4% from $751M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FEX and 7 opened new positions — a net loss of 10 holders — while 78 trimmed existing stakes and 61 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $16.7M. The largest seller was Coppell Advisory Solutions, cutting an estimated $3.14M.

  • 198 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q1 2025, down from 212 in Q4 2024.
  • Funds reported $768M of First Trust Large Cap Core AlphaDEX Fund stock for Q1 2025, up 2.4% quarter-over-quarter.
  • 7 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q1 2025 and 17 closed out, a net change of -10 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $16.7M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q1 2025 was Coppell Advisory Solutions, an estimated $3.14M sold.

Based on aggregated 13F filings for Q1 2025.