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First Trust Large Cap Core AlphaDEX Fund

228 hedge funds and large institutions have $861M invested in First Trust Large Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

5% more funds holding

Funds holding: 218228 (+10)

2% more capital invested

Capital invested by funds: $848M → $861M (+$12.8M)

0.01% more ownership

Funds ownership: 61.48%61.49% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
54
Reduced
88
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$129M -$5.96M -48,089 -4%
LPL Financial
2
LPL Financial
California
$119M -$2.88M -23,241 -2%
Wells Fargo
3
Wells Fargo
California
$65.4M +$4.16M +33,587 +7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$62.4M +$537K +4,338 +0.9%
Raymond James Financial
5
Raymond James Financial
Florida
$30.8M -$6.67M -53,853 -18%
Bank of America
6
Bank of America
North Carolina
$28.6M +$859K +6,936 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$26M -$29.7K -240 -0.1%
HSA
8
HBK Sorce Advisory
Pennsylvania
$23.2M -$380K -3,065 -2%
UBS Group
9
UBS Group
Switzerland
$22.5M -$1.99M -16,096 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19M -$8.66M -69,924 -31%
Truist Financial
11
Truist Financial
North Carolina
$18.4M -$2.99M -24,122 -14%
SOS
12
Silver Oak Securities
Tennessee
$16.4M -$234K -1,889 -1%
CWA
13
Crusonia Wealth Advisors
Colorado
$16.1M +$20.7K +167 +0.1%
BW
14
BIP Wealth
Georgia
$15.5M -$702K -5,667 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$15M -$4.77M -38,473 -24%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$14.4M +$428K +3,454 +3%
PAG
17
Private Advisor Group
New Jersey
$11.4M -$1.86K -15 -0%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$11.2M -$1.63M -13,167 -13%
US Bancorp
19
US Bancorp
Minnesota
$7.55M -$2.1M -16,939 -21%
GVAG
20
Great Valley Advisor Group
Delaware
$7.51M -$12.5K -101 -0.2%
KWM
21
Kingsview Wealth Management
Oregon
$7.44M -$359K -2,901 -5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$7.32M -$30K -242 -0.4%
CPIG
23
Chicago Partners Investment Group
Illinois
$7.1M -$5.2K -42 -0.1%
P
24
&Partners
Tennessee
$6.9M +$14.1K +114 +0.2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$6.75M +$6.44M +51,957 +1,718%