First Trust Large Cap Value AlphaDEX Fund
197 hedge funds and large institutions have $784M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 96 reducing their positions, and 24 closing their positions.
1.49% less ownership
Funds ownership: 70.76% → 69.27% (-1.5%)
9% less funds holding
Funds holding: 217 → 197 (-20)
27% less capital invested
Capital invested by funds: $1.08B → $784M (-$292M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
46% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 96
58% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$7.36M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.88M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.23M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$11.8M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$7.48M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.67M |
| 5 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
-$4.6M |
FTA Hedge Fund Activity: Q1 2025 in Review
197 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q1 2025, worth a combined $784M — down 27% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of FTA and 10 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 52 added.
The largest buyer was Creative Planning, opening a new position worth an estimated $7.36M. The largest seller was Raymond James Financial, cutting an estimated $11.8M.
- 197 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q1 2025, down from 217 in Q4 2024.
- Funds reported $784M of First Trust Large Cap Value AlphaDEX Fund stock for Q1 2025, down 27% quarter-over-quarter.
- 10 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q1 2025 and 24 closed out, a net change of -14 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q1 2025 was Creative Planning, an estimated $7.36M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q1 2025 was Raymond James Financial, an estimated $11.8M sold.
Based on aggregated 13F filings for Q1 2025.