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First Trust Large Cap Core AlphaDEX Fund

196 hedge funds and large institutions have $766M 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, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
2.66%
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
77
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$121M -$1.52M -14,821 -1%
LPL Financial
2
LPL Financial
California
$99.7M +$1.65M +16,106 +2%
Wells Fargo
3
Wells Fargo
California
$54.7M +$6.65M +64,865 +14%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$52.9M +$721K +7,033 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$30.4M +$880K +8,592 +3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$26.6M +$16.1M +157,452 +154%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.5M +$4.96M +48,416 +28%
Bank of America
8
Bank of America
North Carolina
$22.2M -$891K -8,696 -4%
UBS Group
9
UBS Group
Switzerland
$22M -$661K -6,452 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$22M +$658K +6,420 +3%
HSA
11
HBK Sorce Advisory
Pennsylvania
$18.8M +$753K +7,347 +4%
AIA
12
AssuredPartners Investment Advisors
Florida
$16.9M +$1.47M +14,350 +10%
Truist Financial
13
Truist Financial
North Carolina
$16.6M -$50.7K -495 -0.3%
SOS
14
Silver Oak Securities
Tennessee
$14.6M +$61.5K +605 +0.4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.4M -$375K -3,659 -3%
SB
16
Strategic Blueprint
Georgia
$11M +$1.07M +10,401 +11%
PAG
17
Private Advisor Group
New Jersey
$9.42M -$8.91K -87 -0.1%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$9.02M -$110K -1,076 -1%
TCM
19
Triumph Capital Management
Colorado
$8.45M +$38.2K +373 +0.5%
KWM
20
Kingsview Wealth Management
Oregon
$7.8M -$1.14M -11,082 -13%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$7.05M +$6.6M +64,394 +1,444%
US Bancorp
22
US Bancorp
Minnesota
$6.54M +$46.4K +453 +0.7%
GVAG
23
Great Valley Advisor Group
Delaware
$6.5M -$160K -1,561 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.82M -$195K -1,902 -3%
CPIG
25
Chicago Partners Investment Group
Illinois
$5.69M -$81.6K -804 -1%