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First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $769M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+9
Holders Change %
+4.66%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
57
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.46M -$199K -2,533 -4%
CCA
27
Cottonwood Capital Advisors
Utah
$4.79M -$80.6K -1,025 -2%
MHB
28
Midwest Heritage Bank
Iowa
$4.78M -$1.02M -13,020 -18%
Stifel Financial
29
Stifel Financial
Missouri
$4.44M +$238K +3,032 +6%
SCA
30
Snowden Capital Advisors
New York
$4.28M -$56.8K -722 -1%
KPWS
31
Kestra Private Wealth Services
Texas
$3.44M +$14.9K +189 +0.4%
Creative Planning
32
Creative Planning
Kansas
$3.41M -$4.05M -51,557 -54%
AI
33
Atria Investments
North Carolina
$3.36M +$195K +2,477 +6%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.15M +$106K +1,349 +3%
HI
35
Harbour Investments
Wisconsin
$3.12M +$176K +2,244 +6%
TWM
36
Trueblood Wealth Management
Ohio
$3.07M +$146K +1,857 +5%
IA
37
IFP Advisors
Florida
$3.04M -$129K -1,644 -4%
DADC
38
D.A. Davidson & Co
Montana
$3M -$52.1K -663 -2%
PFS
39
Prospera Financial Services
Texas
$2.98M +$6.06K +77 +0.2%
IWM
40
Iams Wealth Management
Nebraska
$2.78M +$136K +1,733 +5%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.68M +$2.68M +34,077 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$2.44M +$1.66M +21,066 +212%
GWP
43
Gateway Wealth Partners
Wisconsin
$2.34M -$15.4K -196 -0.7%
RIA
44
Regal Investment Advisors
Michigan
$2.32M -$96.3K -1,225 -4%
NA
45
NewEdge Advisors
Louisiana
$2.04M +$45.8K +583 +2%
TWM
46
Triton Wealth Management
Arizona
$1.91M +$1.91M +23,681 New
CAS
47
Coppell Advisory Solutions
Texas
$1.88M -$923K -11,775 -33%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.87M +$14.5K +185 +0.8%
BCI
49
Brinker Capital Investments
Pennsylvania
$1.85M -$91.1K -1,158 -5%
FPWM
50
FSB Premier Wealth Management
Iowa
$1.83M -$290K -3,692 -14%