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First Trust Large Cap Value AlphaDEX Fund

196 hedge funds and large institutions have $797M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$8.71M
2 -$2.11M
3 -$2.08M
4
Morgan Stanley
Morgan Stanley
New York
-$1.71M
5
Goldman Sachs
Goldman Sachs
New York
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.52M
CCA
27
Cottonwood Capital Advisors
Utah
$5.02M
MHB
28
Midwest Heritage Bank
Iowa
$4.87M
Stifel Financial
29
Stifel Financial
Missouri
$4.68M
SCA
30
Snowden Capital Advisors
New York
$4.61M
KPWS
31
Kestra Private Wealth Services
Texas
$3.63M
AI
32
Atria Investments
North Carolina
$3.5M
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.45M
PFS
34
Prospera Financial Services
Texas
$3.42M
TWM
35
Trueblood Wealth Management
Ohio
$3.3M
Creative Planning
36
Creative Planning
Kansas
$3.3M
DADC
37
D.A. Davidson & Co
Montana
$3.19M
IWM
38
Iams Wealth Management
Nebraska
$2.88M
Baird Financial Group
39
Baird Financial Group
Wisconsin
$2.58M
GWP
40
Gateway Wealth Partners
Wisconsin
$2.54M
RIA
41
Regal Investment Advisors
Michigan
$2.42M
NA
42
NewEdge Advisors
Louisiana
$2.32M
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.99M
BCI
44
Brinker Capital Investments
Pennsylvania
$1.96M
TWM
45
Triton Wealth Management
Arizona
$1.93M
CAS
46
Coppell Advisory Solutions
Texas
$1.92M
OFS
47
OneAscent Financial Services
Alabama
$1.92M
FPWM
48
FSB Premier Wealth Management
Iowa
$1.85M
PAS
49
Park Avenue Securities
New York
$1.84M
JP Morgan Chase
50
JP Morgan Chase
New York
$1.7M