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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 %
OFS
51
OneAscent Financial Services
Alabama
$1.76M +$97K +1,233 +6%
PAS
52
Park Avenue Securities
New York
$1.68M -$24.9K -316 -1%
KAS
53
Kestra Advisory Services
Texas
$1.61M +$94.4K +1,201 +6%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$1.61M -$47.4K -603 -3%
SOS
55
Silver Oak Securities
Tennessee
$1.48M +$45.2K +575 +3%
EH
56
Equitable Holdings
New York
$1.46M -$181K -2,298 -11%
NW
57
NewEdge Wealth
Pennsylvania
$1.35M -$28.8K -364 -2%
LSIA
58
LaSalle St. Investment Advisors
Illinois
$1.33M -$53.8K -684 -4%
SG
59
StoneX Group
New York
$1.31M -$164K -2,081 -11%
PA
60
PFG Advisors
Arizona
$1.3M -$541K -6,882 -29%
CPIG
61
Chicago Partners Investment Group
Illinois
$1.22M -$42.3K -519 -3%
WWM
62
Western Wealth Management
Colorado
$1.18M -$52.9K -673 -4%
WA
63
Waverly Advisors
Alabama
$1.18M +$2.91K +37 +0.2%
AWA
64
Arkadios Wealth Advisors
Georgia
$1.17M -$1.89M -24,028 -62%
SWP
65
Stratos Wealth Partners
Ohio
$1.15M +$16.7K +212 +1%
First Trust Advisors
66
First Trust Advisors
Illinois
$1.12M -$30K -382 -3%
TWM
67
TCFG Wealth Management
California
$1.1M -$2.04K -26 -0.2%
RIS
68
Richmond Investment Services
Wisconsin
$1.06M +$529K +6,722 +100%
WCM
69
Winebrenner Capital Management
Kentucky
$1.02M -$2.04K -26 -0.2%
RCM
70
RMR Capital Management
California
$922K -$605K -7,700 -40%
GVAG
71
Great Valley Advisor Group
Delaware
$891K +$108K +1,379 +14%
KWS
72
Keystone Wealth Services
California
$824K +$79 +1 +0%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$818K -$63.6K -809 -7%
VF
74
Virtu Financial
New York
$779K -$610K -7,763 -44%
GRP
75
Global Retirement Partners
California
$772K +$772K +9,824 New