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First Trust Large Cap Value AlphaDEX Fund

207 hedge funds and large institutions have $807M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.29% less ownership

Funds ownership: 69.67%68.38% (-1.3%)

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

Holders
207
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
PEWA
76
Pacific Excel Wealth Advisors
California
$866K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$865K
MAS
78
MPWM Advisory Solutions
Georgia
$819K
CIA
79
Concurrent Investment Advisors
Florida
$801K
PA
80
PFG Advisors
Arizona
$796K
AF
81
Allworth Financial
California
$767K
EAM
82
Eukles Asset Management
Ohio
$759K
BCP
83
Blackhawk Capital Partners
Wisconsin
$751K
TSW
84
Three Seasons Wealth
Utah
$690K
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$666K
MQWP
86
Morey & Quinn Wealth Partners
Nebraska
$659K
Comerica Bank
87
Comerica Bank
Texas
$651K
MIH
88
Meitav Investment House
Israel
$650K
MA
89
Mutual Advisors
Nebraska
$645K
OC
90
Oppenheimer & Co
New York
$632K
HighTower Advisors
91
HighTower Advisors
Illinois
$600K
PFA
92
Pinnacle Family Advisors
Missouri
$598K
SFB
93
STAR Financial Bank
Indiana
$558K
SPIA
94
Steward Partners Investment Advisory
New York
$557K
CCA
95
Clearwater Capital Advisors
Illinois
$552K
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$543K
FFA
97
Founders Financial Alliance
North Carolina
$530K
BWA
98
BlueChip Wealth Advisors
Georgia
$524K
GIA
99
Gladstone Institutional Advisory
Florida
$512K
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$502K