FTA icon

First Trust Large Cap Value AlphaDEX Fund

201 hedge funds and large institutions have $767M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
57
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$163M 2,072,545 -68,327 -3%
UBS Group
2
UBS Group
Switzerland
$76.6M 974,046 +19,340 +2%
LPL Financial
3
LPL Financial
California
$68.6M 872,484 +7,837 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.7M 415,281 -6,574 -2%
Bank of America
5
Bank of America
North Carolina
$26.9M 342,742 +40,412 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$23M 292,810 -6,946 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$22.4M 285,318 -14,421 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.1M 267,944 -10,817 -4%
IWM
9
IHT Wealth Management
Illinois
$18.9M 240,535 -55,766 -19%
Wells Fargo
10
Wells Fargo
California
$16.3M 207,122 -6,412 -3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$15.9M 202,848 +89,450 +79%
IWC
12
Integrated Wealth Concepts
Massachusetts
$15.9M 201,948 +628 +0.3%
KWM
13
Kingsview Wealth Management
Oregon
$15.7M 199,588 -3,766 -2%
PAG
14
Private Advisor Group
New Jersey
$13.6M 172,923 -4,648 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12M 153,141 -4,532 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.4M 148,022 +922 +0.6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.8M 137,099 +25,468 +23%
HFP
18
Holistic Financial Partners
Indiana
$10.4M 132,191 -1,895 -1%
AssetMark Inc
19
AssetMark Inc
California
$10.3M 131,282 +24,273 +23%
Goldman Sachs
20
Goldman Sachs
New York
$7.87M 100,072 -5,643 -5%
AWM
21
AE Wealth Management
Kansas
$7.37M 93,783 -1,277 -1%
KWM
22
Kaydan Wealth Management
Michigan
$7.18M 91,273 -185,196 -67%
AAS
23
Avantax Advisory Services
Texas
$6.68M 85,016 -19,567 -19%
Truist Financial
24
Truist Financial
North Carolina
$6.56M 83,435 -4,250 -5%
BEI
25
Benjamin Edwards Inc
Missouri
$6.35M 80,780 +15,556 +24%