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First Trust Large Cap Value AlphaDEX Fund

208 hedge funds and large institutions have $810M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 202208 (+6)

0% more capital invested

Capital invested by funds: $806M → $810M (+$3.44M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.28% less ownership

Funds ownership: 69.87%68.59% (-1.3%)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
65
Reduced
84
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
51
Silver Oak Securities
Tennessee
$1.66M +$21.1K +250 +1%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$1.66M +$318K +3,774 +24%
SA
53
Sanctuary Advisors
Indiana
$1.64M +$35.1K +417 +2%
EH
54
Equitable Holdings
New York
$1.63M +$22.2K +264 +1%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.62M -$130K -1,547 -8%
LSIA
56
LaSalle St. Investment Advisors
Illinois
$1.45M -$6.15K -73 -0.4%
NW
57
NewEdge Wealth
Pennsylvania
$1.45M -$31.2K -370 -2%
WWM
58
Western Wealth Management
Colorado
$1.3M +$40.6K +482 +3%
SG
59
StoneX Group
New York
$1.29M -$89.4K -1,062 -7%
Mariner
60
Mariner
Kansas
$1.29M
HAS
61
HBW Advisory Services
California
$1.28M +$818K +9,713 +187%
First Trust Advisors
62
First Trust Advisors
Illinois
$1.23M -$1.43K -17 -0.1%
WA
63
Waverly Advisors
Alabama
$1.21M -$71.8K -853 -6%
SWP
64
Stratos Wealth Partners
Ohio
$1.21M +$1.43K +17 +0.1%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.2M +$4.55K +54 +0.4%
AWA
66
Arkadios Wealth Advisors
Georgia
$1.15M -$91.9K -1,091 -8%
TWM
67
TCFG Wealth Management
California
$1.15M -$54.7K -650 -5%
RIS
68
Richmond Investment Services
Wisconsin
$1.14M +$1.18K +14 +0.1%
CPIG
69
Chicago Partners Investment Group
Illinois
$1.14M -$116K -1,377 -10%
SF
70
Sun Financial
Utah
$1.03M +$1.01M +11,966 New
WCM
71
Winebrenner Capital Management
Kentucky
$1.02M -$1.52K -18 -0.2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.02M -$1.01M -12,000 -50%
GVAG
73
Great Valley Advisor Group
Delaware
$1.01M +$30.4K +361 +3%
RCM
74
RMR Capital Management
California
$964K -$130K -1,549 -12%
IFG
75
Independent Financial Group
California
$903K +$50.2K +596 +6%