FTA icon

First Trust Large Cap Value AlphaDEX Fund

201 hedge funds and large institutions have $767M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
57
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAS
51
Park Avenue Securities
New York
$1.68M 21,363 -316 -1%
KAS
52
Kestra Advisory Services
Texas
$1.61M 20,489 +1,201 +6%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.61M 20,478 -603 -3%
SOS
54
Silver Oak Securities
Tennessee
$1.48M 18,845 +575 +3%
EH
55
Equitable Holdings
New York
$1.46M 18,587 -2,298 -11%
NW
56
NewEdge Wealth
Pennsylvania
$1.35M 17,144 -364 -2%
LSIA
57
LaSalle St. Investment Advisors
Illinois
$1.33M 16,896 -684 -4%
SG
58
StoneX Group
New York
$1.31M 16,623 -2,081 -11%
PA
59
PFG Advisors
Arizona
$1.3M 16,518 -6,882 -29%
CPIG
60
Chicago Partners Investment Group
Illinois
$1.22M 14,916 -519 -3%
WWM
61
Western Wealth Management
Colorado
$1.18M 15,003 -673 -4%
WA
62
Waverly Advisors
Alabama
$1.18M 14,974 +37 +0.2%
AWA
63
Arkadios Wealth Advisors
Georgia
$1.17M 14,912 -24,028 -62%
SWP
64
Stratos Wealth Partners
Ohio
$1.15M 14,660 +212 +1%
First Trust Advisors
65
First Trust Advisors
Illinois
$1.12M 14,288 -382 -3%
TWM
66
TCFG Wealth Management
California
$1.1M 13,971 -26 -0.2%
RIS
67
Richmond Investment Services
Wisconsin
$1.06M 13,438 +6,722 +100%
WCM
68
Winebrenner Capital Management
Kentucky
$1.02M 12,911 -26 -0.2%
RCM
69
RMR Capital Management
California
$922K 11,729 -7,700 -40%
GVAG
70
Great Valley Advisor Group
Delaware
$891K 11,322 +1,379 +14%
KWS
71
Keystone Wealth Services
California
$824K 10,476 +1 +0%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$818K 10,409 -809 -7%
VF
73
Virtu Financial
New York
$779K 9,906 -7,763 -44%
GRP
74
Global Retirement Partners
California
$772K 9,824 +9,824 New
BCP
75
Blackhawk Capital Partners
Wisconsin
$766K 9,736 -587 -6%