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First Trust Large Cap Value AlphaDEX Fund

216 hedge funds and large institutions have $886M invested in First Trust Large Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
216
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
$1.43M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
76
Richmond Investment Services
Wisconsin
$1.15M
SF
77
Sun Financial
Utah
$1.15M
VF
78
Virtu Financial
New York
$1.14M
GVAG
79
Great Valley Advisor Group
Delaware
$1.12M
WCM
80
Winebrenner Capital Management
Kentucky
$1.09M
PWS
81
Proactive Wealth Strategies
Georgia
$1.04M
RCM
82
RMR Capital Management
California
$1.03M
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$928K
MAS
84
MPWM Advisory Solutions
Georgia
$884K
KWS
85
Keystone Wealth Services
California
$866K
CIA
86
Concurrent Investment Advisors
Florida
$866K
IFG
87
Independent Financial Group
California
$856K
BCP
88
Blackhawk Capital Partners
Wisconsin
$845K
AF
89
Allworth Financial
California
$799K
EAM
90
Eukles Asset Management
Ohio
$716K
MQWP
91
Morey & Quinn Wealth Partners
Nebraska
$706K
MA
92
Mutual Advisors
Nebraska
$701K
FTUS
93
Flow Traders U.S.
New York
$701K
MIH
94
Meitav Investment House
Israel
$697K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$692K
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$682K
TSW
97
Three Seasons Wealth
Utah
$679K
HighTower Advisors
98
HighTower Advisors
Illinois
$671K
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$668K
OC
100
Oppenheimer & Co
New York
$651K