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First Trust Large Cap Value AlphaDEX Fund

196 hedge funds and large institutions have $797M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
PWS
101
Proactive Wealth Strategies
Georgia
$464K
IA
102
IFG Advisory
Georgia
$456K
HAS
103
HBW Advisory Services
California
$433K
KDA
104
Kraft Davis & Associates
Missouri
$433K
DC
105
Davenport & Co
Virginia
$430K
BWA
106
BlueChip Wealth Advisors
Georgia
$422K
ATPW
107
Ashton Thomas Private Wealth
Arizona
$412K
RA
108
RFG Advisory
Alabama
$383K
AWM
109
Apollon Wealth Management
South Carolina
$372K
1W
110
1776 Wealth
Georgia
$364K
Fidelity Investments
111
Fidelity Investments
Massachusetts
$354K
DWP
112
Daymark Wealth Partners
Ohio
$351K
KAS
113
KPP Advisory Services
Kentucky
$349K
VA
114
Valmark Advisers
Ohio
$345K
GM
115
GeoWealth Management
Illinois
$343K
PS
116
Principal Securities
Iowa
$338K
AFG
117
ABLE Financial Group
Arizona
$315K
WS
118
Wedbush Securities
California
$306K
PCS
119
Private Client Services
Kentucky
$305K
RPGK
120
Retirement Planning Group (Kansas)
Kansas
$289K
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$289K
BPA
122
Beacon Pointe Advisors
California
$281K
WB
123
WesBanco Bank
West Virginia
$274K
JCM
124
Janney Capital Management
Pennsylvania
$272K
RFG
125
REAP Financial Group
Texas
$272K