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First Trust Large Cap Value AlphaDEX Fund

196 hedge funds and large institutions have $797M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$834K
MAS
77
MPWM Advisory Solutions
Georgia
$794K
BCP
78
Blackhawk Capital Partners
Wisconsin
$772K
EAM
79
Eukles Asset Management
Ohio
$765K
CIA
80
Concurrent Investment Advisors
Florida
$748K
Comerica Bank
81
Comerica Bank
Texas
$718K
TSW
82
Three Seasons Wealth
Utah
$667K
MQWP
83
Morey & Quinn Wealth Partners
Nebraska
$637K
MIH
84
Meitav Investment House
Israel
$629K
SPIA
85
Steward Partners Investment Advisory
New York
$625K
OC
86
Oppenheimer & Co
New York
$625K
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$622K
MA
88
Mutual Advisors
Nebraska
$622K
HighTower Advisors
89
HighTower Advisors
Illinois
$580K
PFA
90
Pinnacle Family Advisors
Missouri
$580K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$575K
SFB
92
STAR Financial Bank
Indiana
$567K
CCA
93
Clearwater Capital Advisors
Illinois
$541K
IG
94
IFS Group
Pennsylvania
$532K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$496K
GIA
96
Gladstone Institutional Advisory
Florida
$492K
FFA
97
Founders Financial Alliance
North Carolina
$484K
AIFAIM
98
American Institute for Advanced Investment Management
Arizona
$480K
MWM
99
MGB Wealth Management
Texas
$470K
IWN
100
Independent Wealth Network
Iowa
$468K