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First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $769M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+9
Holders Change %
+4.66%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
57
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
76
Blackhawk Capital Partners
Wisconsin
$766K -$46.2K -587 -6%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$763K -$1.39M -17,684 -65%
MAS
78
MPWM Advisory Solutions
Georgia
$757K +$701K +8,919 +1,249%
SPC
79
Sigma Planning Corp
Michigan
$756K -$956K -12,154 -56%
CIA
80
Concurrent Investment Advisors
Florida
$738K -$560K -7,116 -43%
AF
81
Allworth Financial
California
$710K -$41.8K -531 -6%
EAM
82
Eukles Asset Management
Ohio
$707K -$12.8K -163 -2%
Comerica Bank
83
Comerica Bank
Texas
$694K -$393 -5 -0.1%
US Bancorp
84
US Bancorp
Minnesota
$693K +$545K +6,935 +368%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$683K +$162K +2,071 +31%
SPIA
86
Steward Partners Investment Advisory
New York
$650K -$44.2K -562 -6%
RA
87
RFG Advisory
Alabama
$643K -$6.13K -78 -0.9%
TSW
88
Three Seasons Wealth
Utah
$630K
OC
89
Oppenheimer & Co
New York
$609K -$4.09K -52 -0.7%
MA
90
Mutual Advisors
Nebraska
$604K +$3.41K +42 +0.6%
MQWP
91
Morey & Quinn Wealth Partners
Nebraska
$602K
MIH
92
Meitav Investment House
Israel
$594K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$557K -$76.3K -970 -12%
TSWM
94
Tyler-Stone Wealth Management
Ohio
$551K +$79 +1 +0%
PFA
95
Pinnacle Family Advisors
Missouri
$549K +$4.4K +56 +0.8%
HighTower Advisors
96
HighTower Advisors
Illinois
$548K
SFB
97
STAR Financial Bank
Indiana
$535K +$293K +3,725 +121%
CCA
98
Clearwater Capital Advisors
Illinois
$517K -$629 -8 -0.1%
AIFAIM
99
American Institute for Advanced Investment Management
Arizona
$492K -$69.6K -885 -12%
Mariner
100
Mariner
Kansas
$492K +$45.8K +582 +10%