First Trust Large Cap Core AlphaDEX Fund
197 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.
1.91% more ownership
Funds ownership: 58.95% → 60.86% (+1.9%)
2% more capital invested
Capital invested by funds: $750M → $768M (+$18M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less funds holding
Funds holding: 211 → 197 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$16.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.87M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.82M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.13M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$3.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.52M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$2.22M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
| 5 |
Morgan Stanley
New York
|
-$1.57M |
FEX Hedge Fund Activity: Q1 2025 in Review
197 of the 7,459 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 $750M 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.
- 197 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q1 2025, down from 211 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.