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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $780M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-22
Holders Change %
-10.23%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
50
Reduced
94
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHB
26
Midwest Heritage Bank
Iowa
$5.66M -$4.55M -59,335 -45%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.52M -$342K -4,454 -6%
BEI
28
Benjamin Edwards Inc
Missouri
$5M +$1.86M +24,281 +59%
CCA
29
Cottonwood Capital Advisors
Utah
$4.75M -$175K -2,284 -4%
SAM
30
Secure Asset Management
Michigan
$4.37M +$997 +13 +0%
SCA
31
Snowden Capital Advisors
New York
$4.23M -$1.16M -15,148 -22%
Stifel Financial
32
Stifel Financial
Missouri
$4.1M -$322K -4,195 -7%
KPWS
33
Kestra Private Wealth Services
Texas
$3.34M -$102K -1,323 -3%
IA
34
IFP Advisors
Florida
$3.09M -$891K -11,611 -22%
AI
35
Atria Investments
North Carolina
$3.09M +$121K +1,580 +4%
AWA
36
Arkadios Wealth Advisors
Georgia
$2.99M -$276K -3,597 -8%
DADC
37
D.A. Davidson & Co
Montana
$2.98M +$160K +2,083 +6%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$2.97M -$140K -1,824 -4%
PFS
39
Prospera Financial Services
Texas
$2.91M -$30.6K -399 -1%
HI
40
Harbour Investments
Wisconsin
$2.87M +$77.3K +1,008 +3%
TWM
41
Trueblood Wealth Management
Ohio
$2.86M +$145K +1,891 +5%
CAS
42
Coppell Advisory Solutions
Texas
$2.63M -$2.59M -35,199 -50%
IWM
43
Iams Wealth Management
Nebraska
$2.58M -$941K -12,268 -27%
RIA
44
Regal Investment Advisors
Michigan
$2.36M +$2.23K +29 +0.1%
GWP
45
Gateway Wealth Partners
Wisconsin
$2.29M -$458K -5,967 -17%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$2.1M -$137K -1,792 -6%
FPWM
47
FSB Premier Wealth Management
Iowa
$2.07M -$300K -3,905 -13%
Citadel Advisors
48
Citadel Advisors
Florida
$1.98M +$1.22M +15,909 +160%
NA
49
NewEdge Advisors
Louisiana
$1.95M -$540K -7,033 -22%
BCI
50
Brinker Capital Investments
Pennsylvania
$1.89M -$18K -234 -0.9%