FTA icon

First Trust Large Cap Value AlphaDEX Fund

200 hedge funds and large institutions have $803M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
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

Top Sellers

1 -$8.71M
2 -$2.11M
3 -$2.08M
4
Morgan Stanley
Morgan Stanley
New York
-$1.71M
5
Goldman Sachs
Goldman Sachs
New York
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
101
American Institute for Advanced Investment Management
Arizona
$480K
MWM
102
MGB Wealth Management
Texas
$470K
IWN
103
Independent Wealth Network
Iowa
$468K
PWS
104
Proactive Wealth Strategies
Georgia
$464K
IA
105
IFG Advisory
Georgia
$456K
HAS
106
HBW Advisory Services
California
$433K
KDA
107
Kraft Davis & Associates
Missouri
$433K
DC
108
Davenport & Co
Virginia
$430K
BWA
109
BlueChip Wealth Advisors
Georgia
$422K
ATPW
110
Ashton Thomas Private Wealth
Arizona
$412K
RA
111
RFG Advisory
Alabama
$383K
AWM
112
Apollon Wealth Management
South Carolina
$372K
1W
113
1776 Wealth
Georgia
$364K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$354K
DWP
115
Daymark Wealth Partners
Ohio
$351K
KAS
116
KPP Advisory Services
Kentucky
$349K
VA
117
Valmark Advisers
Ohio
$345K
GM
118
GeoWealth Management
Illinois
$343K
PS
119
Principal Securities
Iowa
$338K
AFG
120
ABLE Financial Group
Arizona
$315K
WS
121
Wedbush Securities
California
$306K
PCS
122
Private Client Services
Kentucky
$305K
RPGK
123
Retirement Planning Group (Kansas)
Kansas
$289K
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$289K
BPA
125
Beacon Pointe Advisors
California
$281K