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First Trust Large Cap Core AlphaDEX Fund
FEX

Overview Fund Activity

204 hedge funds and large institutions have $778M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 79 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
52
Reduced
79
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P
&Partners
Tennessee
+$3.36M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.25M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.09M
4
VF
Virtu Financial
New York
+$2.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.35M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$18.8M
2
AIA
AssuredPartners Investment Advisors
Florida
-$16M
3
Osaic Holdings
Osaic Holdings
Arizona
-$5.77M
4
SAM
Secure Asset Management
Michigan
-$4.37M
5
Wells Fargo
Wells Fargo
California
-$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M -$2.11M -19,188 -2%
LPL Financial
2
LPL Financial
California
$108M +$1.36M +12,381 +1%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$57.6M +$798K +7,261 +1%
Wells Fargo
4
Wells Fargo
California
$55.8M -$2.95M -26,822 -5%
Raymond James Financial
5
Raymond James Financial
Florida
$30.7M -$1.91M -17,341 -6%
Bank of America
6
Bank of America
North Carolina
$25M +$1.16M +10,567 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$23.8M +$202K +1,841 +0.9%
UBS Group
8
UBS Group
Switzerland
$21.7M -$1.94M -17,640 -8%
HSA
9
HBK Sorce Advisory
Pennsylvania
$20.4M +$155K +1,406 +0.8%
Truist Financial
10
Truist Financial
North Carolina
$18.2M +$314K +2,856 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.4M +$3.09M +28,061 +21%
Osaic Holdings
12
Osaic Holdings
Arizona
$17.2M -$5.77M -55,237 -25%
SOS
13
Silver Oak Securities
Tennessee
$15.3M -$551K -5,014 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$12M +$2.35M +21,365 +24%
SB
15
Strategic Blueprint
Georgia
$11.4M -$408K -3,712 -3%
PAG
16
Private Advisor Group
New Jersey
$10.3M +$225K +2,043 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.73M -$18.8M -171,050 -66%
TCM
18
Triumph Capital Management
Colorado
$9.12M +$49.9K +454 +0.6%
KWM
19
Kingsview Wealth Management
Oregon
$8.09M -$278K -2,532 -3%
US Bancorp
20
US Bancorp
Minnesota
$7.43M +$409K +3,724 +6%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$7.33M -$244K -2,222 -3%
GVAG
22
Great Valley Advisor Group
Delaware
$6.9M -$73.9K -672 -1%
CPIG
23
Chicago Partners Investment Group
Illinois
$6.3M -$38.5K -341 -0.6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.16M -$84K -764 -1%
P
25
&Partners
Tennessee
$5.78M +$3.36M +30,551 +139%
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