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First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $774M → $806M (+$32.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

0.17% less ownership

Funds ownership: 70.03%69.87% (-0.17%)

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
74
Reduced
74
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.52M -$252K -3,099 -4%
CCA
27
Cottonwood Capital Advisors
Utah
$5.02M -$57.2K -703 -1%
MHB
28
Midwest Heritage Bank
Iowa
$4.87M -$187K -2,294 -4%
Stifel Financial
29
Stifel Financial
Missouri
$4.68M -$21.8K -268 -0.5%
SCA
30
Snowden Capital Advisors
New York
$4.61M +$80.5K +990 +2%
KPWS
31
Kestra Private Wealth Services
Texas
$3.63M -$18.5K -227 -0.5%
AI
32
Atria Investments
North Carolina
$3.5M -$63.9K -786 -2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.45M +$107K +1,318 +3%
PFS
34
Prospera Financial Services
Texas
$3.42M +$250K +3,079 +8%
IA
35
IFP Advisors
Florida
$3.39M +$164K +2,016 +5%
TWM
36
Trueblood Wealth Management
Ohio
$3.3M +$43.7K +537 +1%
Creative Planning
37
Creative Planning
Kansas
$3.3M -$306K -3,756 -9%
DADC
38
D.A. Davidson & Co
Montana
$3.19M +$10.8K +133 +0.3%
IWM
39
Iams Wealth Management
Nebraska
$2.88M -$70.5K -866 -2%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$2.58M -$7.08K -87 -0.3%
GWP
41
Gateway Wealth Partners
Wisconsin
$2.54M +$62.6K +770 +3%
RIA
42
Regal Investment Advisors
Michigan
$2.42M -$40.5K -498 -2%
NA
43
NewEdge Advisors
Louisiana
$2.32M +$148K +1,816 +7%
MFN
44
Midwest Financial Network
Illinois
$2.27M +$475K +5,837 +27%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.99M -$834K -10,250 -30%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.96M -$5.04K -62 -0.3%
TWM
47
Triton Wealth Management
Arizona
$1.93M -$23.1K -284 -1%
CAS
48
Coppell Advisory Solutions
Texas
$1.92M -$69K -848 -4%
OFS
49
OneAscent Financial Services
Alabama
$1.92M +$51.3K +631 +3%
FPWM
50
FSB Premier Wealth Management
Iowa
$1.85M -$86.6K -1,065 -5%