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First Trust Large Cap Value AlphaDEX Fund

208 hedge funds and large institutions have $810M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 202208 (+6)

0% more capital invested

Capital invested by funds: $806M → $810M (+$3.44M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.28% less ownership

Funds ownership: 69.87%68.59% (-1.3%)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
65
Reduced
84
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$884K -$16M -189,396 -95%
PEWA
77
Pacific Excel Wealth Advisors
California
$866K +$847K +10,055 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$865K +$2.02K +24 +0.2%
MAS
79
MPWM Advisory Solutions
Georgia
$819K -$2.02K -24 -0.3%
CIA
80
Concurrent Investment Advisors
Florida
$801K +$27K +321 +4%
PA
81
PFG Advisors
Arizona
$796K -$312K -3,703 -29%
AF
82
Allworth Financial
California
$767K -$19.3K -229 -3%
EAM
83
Eukles Asset Management
Ohio
$759K -$31.1K -369 -4%
BCP
84
Blackhawk Capital Partners
Wisconsin
$751K -$46.2K -548 -6%
TSW
85
Three Seasons Wealth
Utah
$690K
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$666K +$22.3K +265 +4%
MQWP
87
Morey & Quinn Wealth Partners
Nebraska
$659K
Comerica Bank
88
Comerica Bank
Texas
$651K -$89.1K -1,058 -12%
MIH
89
Meitav Investment House
Israel
$650K
MA
90
Mutual Advisors
Nebraska
$645K +$2.95K +35 +0.5%
OC
91
Oppenheimer & Co
New York
$632K -$13.2K -157 -2%
HighTower Advisors
92
HighTower Advisors
Illinois
$600K
PFA
93
Pinnacle Family Advisors
Missouri
$598K -$1.35K -16 -0.2%
SFB
94
STAR Financial Bank
Indiana
$558K -$27.1K -322 -5%
SPIA
95
Steward Partners Investment Advisory
New York
$557K -$87.9K -1,044 -14%
CCA
96
Clearwater Capital Advisors
Illinois
$552K -$7.33K -87 -1%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$543K +$28.7K +341 +6%
FFA
98
Founders Financial Alliance
North Carolina
$530K +$28.3K +336 +6%
BWA
99
BlueChip Wealth Advisors
Georgia
$524K +$85.7K +1,017 +20%
GIA
100
Gladstone Institutional Advisory
Florida
$512K +$2.86K +34 +0.6%