FTA icon

First Trust Large Cap Value AlphaDEX Fund

203 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.35% less ownership

Funds ownership: 69.6%68.25% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
203
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$1.66M
SA
52
Sanctuary Advisors
Indiana
$1.64M
EH
53
Equitable Holdings
New York
$1.63M
JP Morgan Chase
54
JP Morgan Chase
New York
$1.62M
LSIA
55
LaSalle St. Investment Advisors
Illinois
$1.45M
NW
56
NewEdge Wealth
Pennsylvania
$1.45M
WWM
57
Western Wealth Management
Colorado
$1.3M
SG
58
StoneX Group
New York
$1.29M
Mariner
59
Mariner
Kansas
$1.29M
HAS
60
HBW Advisory Services
California
$1.28M
First Trust Advisors
61
First Trust Advisors
Illinois
$1.23M
WA
62
Waverly Advisors
Alabama
$1.21M
SWP
63
Stratos Wealth Partners
Ohio
$1.21M
MML Investors Services
64
MML Investors Services
Massachusetts
$1.2M
AWA
65
Arkadios Wealth Advisors
Georgia
$1.15M
TWM
66
TCFG Wealth Management
California
$1.15M
RIS
67
Richmond Investment Services
Wisconsin
$1.14M
CPIG
68
Chicago Partners Investment Group
Illinois
$1.14M
SF
69
Sun Financial
Utah
$1.03M
WCM
70
Winebrenner Capital Management
Kentucky
$1.02M
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.02M
GVAG
72
Great Valley Advisor Group
Delaware
$1.01M
RCM
73
RMR Capital Management
California
$964K
IWC
74
Integrated Wealth Concepts
Massachusetts
$884K
PEWA
75
Pacific Excel Wealth Advisors
California
$866K