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First Trust Large Cap Core AlphaDEX Fund

218 hedge funds and large institutions have $848M invested in First Trust Large Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

5% more funds holding

Funds holding: 208218 (+10)

3% more capital invested

Capital invested by funds: $827M → $848M (+$21M)

0.97% more ownership

Funds ownership: 60.51%61.48% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 83

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
51
Reduced
83
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$131M -$2.56M -21,829 -2%
LPL Financial
2
LPL Financial
California
$118M -$1.35M -11,480 -1%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$60.2M -$274K -2,338 -0.5%
Wells Fargo
4
Wells Fargo
California
$59.7M -$14.8K -126 -0%
Raymond James Financial
5
Raymond James Financial
Florida
$36.3M +$3.2M +27,345 +10%
Bank of America
6
Bank of America
North Carolina
$27M -$117K -998 -0.4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$26.7M +$6.33M +53,976 +31%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$25.4M -$295K -2,513 -1%
UBS Group
9
UBS Group
Switzerland
$23.8M -$358K -3,052 -1%
HSA
10
HBK Sorce Advisory
Pennsylvania
$22.8M -$559K -4,766 -3%
Truist Financial
11
Truist Financial
North Carolina
$20.8M +$566K +4,826 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$19.2M -$7.11M -60,690 -27%
SOS
13
Silver Oak Securities
Tennessee
$16.3M -$2.2M -18,811 -12%
BW
14
BIP Wealth
Georgia
$15.7M +$15.6M +132,719 New
CWA
15
Crusonia Wealth Advisors
Colorado
$15.7M +$15.5M +132,087 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$13.6M -$1.05K -9 -0%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$12.5M +$2.13M +18,172 +21%
PAG
18
Private Advisor Group
New Jersey
$11.1M +$155K +1,319 +1%
US Bancorp
19
US Bancorp
Minnesota
$9.36M +$916K +7,813 +11%
KWM
20
Kingsview Wealth Management
Oregon
$7.58M -$811K -6,923 -10%
GVAG
21
Great Valley Advisor Group
Delaware
$7.32M -$119K -1,016 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$7.15M +$465K +3,967 +7%
CPIG
23
Chicago Partners Investment Group
Illinois
$6.75M -$62.8K -536 -1%
P
24
&Partners
Tennessee
$6.7M +$226K +1,926 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$6.62M -$684K -5,834 -9%