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First Trust Large Cap Value AlphaDEX Fund

200 hedge funds and large institutions have $803M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
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

Top Sellers

1 -$8.71M
2 -$2.11M
3 -$2.08M
4
Morgan Stanley
Morgan Stanley
New York
-$1.71M
5
Goldman Sachs
Goldman Sachs
New York
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$844K
GRP
77
Global Retirement Partners
California
$840K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$834K
MAS
79
MPWM Advisory Solutions
Georgia
$794K
BCP
80
Blackhawk Capital Partners
Wisconsin
$772K
EAM
81
Eukles Asset Management
Ohio
$765K
AF
82
Allworth Financial
California
$761K
CIA
83
Concurrent Investment Advisors
Florida
$748K
Comerica Bank
84
Comerica Bank
Texas
$718K
TSW
85
Three Seasons Wealth
Utah
$667K
MQWP
86
Morey & Quinn Wealth Partners
Nebraska
$637K
MIH
87
Meitav Investment House
Israel
$629K
SPIA
88
Steward Partners Investment Advisory
New York
$625K
OC
89
Oppenheimer & Co
New York
$625K
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$622K
MA
91
Mutual Advisors
Nebraska
$622K
HighTower Advisors
92
HighTower Advisors
Illinois
$580K
PFA
93
Pinnacle Family Advisors
Missouri
$580K
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$575K
SFB
95
STAR Financial Bank
Indiana
$567K
CCA
96
Clearwater Capital Advisors
Illinois
$541K
IG
97
IFS Group
Pennsylvania
$532K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$496K
GIA
99
Gladstone Institutional Advisory
Florida
$492K
FFA
100
Founders Financial Alliance
North Carolina
$484K