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First Trust Large Cap Value AlphaDEX Fund

203 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 63 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:

1.35% less ownership

Funds ownership: 69.6%68.25% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
203
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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$865K
MAS
77
MPWM Advisory Solutions
Georgia
$819K
CIA
78
Concurrent Investment Advisors
Florida
$801K
PA
79
PFG Advisors
Arizona
$796K
AF
80
Allworth Financial
California
$767K
EAM
81
Eukles Asset Management
Ohio
$759K
BCP
82
Blackhawk Capital Partners
Wisconsin
$751K
TSW
83
Three Seasons Wealth
Utah
$690K
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$666K
MQWP
85
Morey & Quinn Wealth Partners
Nebraska
$659K
Comerica Bank
86
Comerica Bank
Texas
$651K
MIH
87
Meitav Investment House
Israel
$650K
MA
88
Mutual Advisors
Nebraska
$645K
OC
89
Oppenheimer & Co
New York
$632K
HighTower Advisors
90
HighTower Advisors
Illinois
$600K
PFA
91
Pinnacle Family Advisors
Missouri
$598K
SFB
92
STAR Financial Bank
Indiana
$558K
SPIA
93
Steward Partners Investment Advisory
New York
$557K
CCA
94
Clearwater Capital Advisors
Illinois
$552K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$543K
FFA
96
Founders Financial Alliance
North Carolina
$530K
BWA
97
BlueChip Wealth Advisors
Georgia
$524K
GIA
98
Gladstone Institutional Advisory
Florida
$512K
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$502K
AIFAIM
100
American Institute for Advanced Investment Management
Arizona
$488K