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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 %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.46M 69,398 -2,533 -4%
CCA
27
Cottonwood Capital Advisors
Utah
$4.79M 60,935 -1,025 -2%
MHB
28
Midwest Heritage Bank
Iowa
$4.78M 60,771 -13,020 -18%
Stifel Financial
29
Stifel Financial
Missouri
$4.44M 56,462 +3,032 +6%
SCA
30
Snowden Capital Advisors
New York
$4.28M 54,385 -722 -1%
KPWS
31
Kestra Private Wealth Services
Texas
$3.44M 43,782 +189 +0.4%
Creative Planning
32
Creative Planning
Kansas
$3.41M 43,332 -51,557 -54%
AI
33
Atria Investments
North Carolina
$3.36M 42,769 +2,477 +6%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.15M 40,070 +1,349 +3%
HI
35
Harbour Investments
Wisconsin
$3.12M 39,709 +2,244 +6%
TWM
36
Trueblood Wealth Management
Ohio
$3.07M 39,090 +1,857 +5%
IA
37
IFP Advisors
Florida
$3.04M 38,692 -1,644 -4%
DADC
38
D.A. Davidson & Co
Montana
$3M 38,126 -663 -2%
PFS
39
Prospera Financial Services
Texas
$2.98M 37,953 +77 +0.2%
IWM
40
Iams Wealth Management
Nebraska
$2.78M 35,387 +1,733 +5%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.68M 34,077 +34,077 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$2.44M 31,020 +21,066 +212%
GWP
43
Gateway Wealth Partners
Wisconsin
$2.34M 29,702 -196 -0.7%
RIA
44
Regal Investment Advisors
Michigan
$2.32M 29,523 -1,225 -4%
NA
45
NewEdge Advisors
Louisiana
$2.04M 25,983 +583 +2%
TWM
46
Triton Wealth Management
Arizona
$1.91M 23,681 +23,681 New
CAS
47
Coppell Advisory Solutions
Texas
$1.88M 23,998 -11,775 -33%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.87M 23,804 +185 +0.8%
BCI
49
Brinker Capital Investments
Pennsylvania
$1.85M 23,537 -1,158 -5%
FPWM
50
FSB Premier Wealth Management
Iowa
$1.83M 23,274 -3,692 -14%