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First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $774M → $806M (+$32.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

0.17% less ownership

Funds ownership: 70.03%69.87% (-0.17%)

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
74
Reduced
74
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
76
Keystone Wealth Services
California
$865K -$7.97K -98 -0.9%
SPC
77
Sigma Planning Corp
Michigan
$844K +$41.9K +515 +5%
GRP
78
Global Retirement Partners
California
$840K +$21K +258 +3%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$834K -$32.2K -396 -4%
IFG
80
Independent Financial Group
California
$823K +$35.8K +440 +5%
MAS
81
MPWM Advisory Solutions
Georgia
$794K -$8.13K -100 -1%
BCP
82
Blackhawk Capital Partners
Wisconsin
$772K -$38.1K -468 -5%
EAM
83
Eukles Asset Management
Ohio
$765K +$15.9K +195 +2%
AF
84
Allworth Financial
California
$761K +$8.54K +105 +1%
CIA
85
Concurrent Investment Advisors
Florida
$748K -$33K -406 -4%
Comerica Bank
86
Comerica Bank
Texas
$718K -$18K -221 -3%
TSW
87
Three Seasons Wealth
Utah
$667K
MQWP
88
Morey & Quinn Wealth Partners
Nebraska
$637K
MIH
89
Meitav Investment House
Israel
$629K
SPIA
90
Steward Partners Investment Advisory
New York
$625K -$61.7K -759 -9%
OC
91
Oppenheimer & Co
New York
$625K -$19.9K -245 -3%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$622K -$181K -2,231 -23%
MA
93
Mutual Advisors
Nebraska
$622K +$895 +11 +0.1%
HighTower Advisors
94
HighTower Advisors
Illinois
$580K +$163 +2 +0%
PFA
95
Pinnacle Family Advisors
Missouri
$580K -$1.79K -22 -0.3%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$575K +$561K +6,895 New
SFB
97
STAR Financial Bank
Indiana
$567K
CCA
98
Clearwater Capital Advisors
Illinois
$541K -$6.83K -84 -1%
IG
99
IFS Group
Pennsylvania
$532K +$517K +6,354 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$496K -$92.1K -1,132 -16%