FTA icon

First Trust Large Cap Value AlphaDEX Fund

201 hedge funds and large institutions have $767M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
57
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFA
101
Founders Financial Alliance
North Carolina
$455K 5,786 +242 +4%
TFP
102
Traction Financial Partners
Wyoming
$455K 5,783 +5,783 New
MWM
103
MGB Wealth Management
Texas
$443K 5,633 +2 +0%
BWA
104
BlueChip Wealth Advisors
Georgia
$441K 5,613
IWN
105
Independent Wealth Network
Iowa
$438K 5,570 -36 -0.6%
PWS
106
Proactive Wealth Strategies
Georgia
$436K 5,547 +22 +0.4%
DC
107
Davenport & Co
Virginia
$419K 5,328 -1,591 -23%
KDA
108
Kraft Davis & Associates
Missouri
$414K 5,131
1W
109
1776 Wealth
Georgia
$402K 5,117
EFG
110
Elios Financial Group
Ohio
$395K 5,027 +6 +0.1%
IA
111
IFG Advisory
Georgia
$368K 4,679 -615 -12%
HAS
112
HBW Advisory Services
California
$363K 4,621 +185 +4%
AWM
113
Apollon Wealth Management
South Carolina
$358K 4,549 +176 +4%
ATPW
114
Ashton Thomas Private Wealth
Arizona
$338K 4,301 +102 +2%
KAS
115
KPP Advisory Services
Kentucky
$329K 4,186
VA
116
Valmark Advisers
Ohio
$326K 4,143
William Blair & Company
117
William Blair & Company
Illinois
$324K 4,127 -6,505 -61%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$321K 4,088 +762 +23%
PS
119
Principal Securities
Iowa
$308K 3,911 -299 -7%
PCS
120
Private Client Services
Kentucky
$297K 3,778 -147 -4%
Citadel Advisors
121
Citadel Advisors
Florida
$297K 3,774 -22,077 -85%
DWP
122
Daymark Wealth Partners
Ohio
$297K 3,774 +3,774 New
AFG
123
ABLE Financial Group
Arizona
$290K 3,688 -2,040 -36%
NWM
124
Nova Wealth Management
Florida
$284K 3,617 -2,400 -40%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$280K 3,562 -12 -0.3%