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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $780M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

47% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 94

57% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 23

Holders
193
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
William Blair & Company
76
William Blair & Company
Illinois
$816K
KWS
77
Keystone Wealth Services
California
$804K
BCP
78
Blackhawk Capital Partners
Wisconsin
$792K
Baird Financial Group
79
Baird Financial Group
Wisconsin
$764K
GVAG
80
Great Valley Advisor Group
Delaware
$762K
NS
81
NBC Securities
Alabama
$714K
TRCT
82
Tower Research Capital (TRC)
New York
$705K
EAM
83
Eukles Asset Management
Ohio
$702K
AF
84
Allworth Financial
California
$701K
Comerica Bank
85
Comerica Bank
Texas
$678K
SPIA
86
Steward Partners Investment Advisory
New York
$677K
RBWA
87
RFG - Bristol Wealth Advisors
Massachusetts
$644K
RA
88
RFG Advisory
Alabama
$634K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$618K
TSW
90
Three Seasons Wealth
Utah
$614K
OC
91
Oppenheimer & Co
New York
$598K
MQWP
92
Morey & Quinn Wealth Partners
Nebraska
$587K
MIH
93
Meitav Investment House
Israel
$579K
AIFAIM
94
American Institute for Advanced Investment Management
Arizona
$548K
MA
95
Mutual Advisors
Nebraska
$539K
TSWM
96
Tyler-Stone Wealth Management
Ohio
$538K
HighTower Advisors
97
HighTower Advisors
Illinois
$534K
PFA
98
Pinnacle Family Advisors
Missouri
$531K
DC
99
Davenport & Co
Virginia
$531K
RIS
100
Richmond Investment Services
Wisconsin
$515K