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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 %
OPS
51
Orion Portfolio Solutions
Nebraska
$1.89M -$18K -234 -0.9%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.81M +$662K +8,634 +58%
PA
53
PFG Advisors
Arizona
$1.8M -$458K -5,971 -20%
SPC
54
Sigma Planning Corp
Michigan
$1.67M +$335K +4,369 +25%
PAS
55
Park Avenue Securities
New York
$1.66M +$57.1K +744 +4%
AWS
56
Atria Wealth Solutions
New York
$1.64M -$813K -10,594 -33%
OFS
57
OneAscent Financial Services
Alabama
$1.62M +$60.6K +790 +4%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1.62M -$95.3K -1,242 -6%
EH
59
Equitable Holdings
New York
$1.6M +$5.75K +75 +0.4%
RCM
60
RMR Capital Management
California
$1.49M -$14K -182 -0.9%
KAS
61
Kestra Advisory Services
Texas
$1.48M -$188K -2,456 -11%
SG
62
StoneX Group
New York
$1.43M -$41K -535 -3%
SOS
63
Silver Oak Securities
Tennessee
$1.39M +$8.89K +117 +0.6%
VF
64
Virtu Financial
New York
$1.36M -$1.73M -22,513 -56%
LSIA
65
LaSalle St. Investment Advisors
Illinois
$1.35M -$4.75K -62 -0.4%
NW
66
NewEdge Wealth
Pennsylvania
$1.34M -$684K -8,914 -34%
CIA
67
Concurrent Investment Advisors
Florida
$1.27M -$36.4K -475 -3%
WWM
68
Western Wealth Management
Colorado
$1.2M -$84.8K -1,105 -7%
WA
69
Waverly Advisors
Alabama
$1.15M +$135K +1,760 +13%
CPIG
70
Chicago Partners Investment Group
Illinois
$1.14M +$4.12K +56 +0.4%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.13M -$315K -4,110 -22%
SWP
72
Stratos Wealth Partners
Ohio
$1.11M -$293K -3,813 -21%
TWM
73
TCFG Wealth Management
California
$1.07M -$39K -508 -4%
WCM
74
Winebrenner Capital Management
Kentucky
$993K +$614 +8 +0.1%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$861K +$95.4K +1,243 +12%