FTA icon

First Trust Large Cap Value AlphaDEX Fund

201 hedge funds and large institutions have $767M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
57
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$763K 9,698 -17,684 -65%
MAS
77
MPWM Advisory Solutions
Georgia
$757K 9,633 +8,919 +1,249%
SPC
78
Sigma Planning Corp
Michigan
$756K 9,615 -12,154 -56%
CIA
79
Concurrent Investment Advisors
Florida
$738K 9,383 -7,116 -43%
AF
80
Allworth Financial
California
$710K 9,025 -531 -6%
EAM
81
Eukles Asset Management
Ohio
$707K 8,987 -163 -2%
Comerica Bank
82
Comerica Bank
Texas
$694K 8,832 -5 -0.1%
US Bancorp
83
US Bancorp
Minnesota
$693K 8,819 +6,935 +368%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$683K 8,714 +2,071 +31%
SPIA
85
Steward Partners Investment Advisory
New York
$650K 8,264 -562 -6%
RA
86
RFG Advisory
Alabama
$643K 8,183 -78 -0.9%
TSW
87
Three Seasons Wealth
Utah
$630K 8,008
OC
88
Oppenheimer & Co
New York
$609K 7,741 -52 -0.7%
MA
89
Mutual Advisors
Nebraska
$604K 7,436 +42 +0.6%
MQWP
90
Morey & Quinn Wealth Partners
Nebraska
$602K 7,650
MIH
91
Meitav Investment House
Israel
$594K 7,550
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$557K 7,089 -970 -12%
TSWM
93
Tyler-Stone Wealth Management
Ohio
$551K 7,008 +1 +0%
PFA
94
Pinnacle Family Advisors
Missouri
$549K 6,983 +56 +0.8%
HighTower Advisors
95
HighTower Advisors
Illinois
$548K 6,964
SFB
96
STAR Financial Bank
Indiana
$535K 6,801 +3,725 +121%
CCA
97
Clearwater Capital Advisors
Illinois
$517K 6,578 -8 -0.1%
AIFAIM
98
American Institute for Advanced Investment Management
Arizona
$492K 6,260 -885 -12%
Mariner
99
Mariner
Kansas
$492K 6,255 +582 +10%
GIA
100
Gladstone Institutional Advisory
Florida
$456K 5,794 +8 +0.1%