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First Trust Large Cap Core AlphaDEX Fund

208 hedge funds and large institutions have $827M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $790M → $827M (+$37.2M)

0.18% more ownership

Funds ownership: 60.33%60.51% (+0.18%)

0% more funds holding

Funds holding: 208208 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
63
Reduced
69
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$132M -$3.92M -34,492 -3%
LPL Financial
2
LPL Financial
California
$118M +$2.45M +21,561 +2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$59.5M -$1.59M -13,984 -3%
Wells Fargo
4
Wells Fargo
California
$58.8M -$428K -3,769 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$32.6M -$42.9K -378 -0.1%
Bank of America
6
Bank of America
North Carolina
$26.7M +$217K +1,913 +0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$25.7M -$595K -5,238 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$25.3M +$5.57K +49 +0%
UBS Group
9
UBS Group
Switzerland
$23.8M +$717K +6,315 +3%
HSA
10
HBK Sorce Advisory
Pennsylvania
$21.5M -$60.9K -536 -0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20M +$1.45M +12,810 +8%
Truist Financial
12
Truist Financial
North Carolina
$19.9M +$590K +5,199 +3%
SOS
13
Silver Oak Securities
Tennessee
$18.1M +$1.85M +16,331 +12%
SB
14
Strategic Blueprint
Georgia
$15.2M +$3.06M +26,959 +26%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$13.4M +$600K +5,280 +5%
PAG
16
Private Advisor Group
New Jersey
$10.8M -$221K -1,949 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.2M -$184K -1,620 -2%
US Bancorp
18
US Bancorp
Minnesota
$8.3M +$401K +3,533 +5%
KWM
19
Kingsview Wealth Management
Oregon
$8.27M -$317K -2,790 -4%
GVAG
20
Great Valley Advisor Group
Delaware
$7.33M -$1.14K -10 -0%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$7.2M -$569K -5,013 -8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.58M +$33.5K +295 +0.5%
CPIG
23
Chicago Partners Investment Group
Illinois
$6.53M -$42.6K -375 -0.7%
P
24
&Partners
Tennessee
$6.38M +$231K +2,037 +4%
TCM
25
Triumph Capital Management
Colorado
$6.21M -$3.38M -29,775 -36%

FEX Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Core AlphaDEX Fund (FEX) for Q3 2025, worth a combined $827M — up 4.7% from $790M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEX positions and 9 closed out — a net gain of 4 holders — while 63 added to existing stakes and 69 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $3.06M. The largest seller was Flow Traders U.S., cutting an estimated $5.51M.

  • 208 institutional investors held First Trust Large Cap Core AlphaDEX Fund (FEX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $827M of First Trust Large Cap Core AlphaDEX Fund stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 13 funds opened new First Trust Large Cap Core AlphaDEX Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Large Cap Core AlphaDEX Fund buyer in Q3 2025 was Strategic Blueprint, an estimated $3.06M added.
  • The largest First Trust Large Cap Core AlphaDEX Fund seller in Q3 2025 was Flow Traders U.S., an estimated $5.51M sold.

Based on aggregated 13F filings for Q3 2025.