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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $780M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

47% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 94

57% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 23

Holders
193
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Clearwater Capital Advisors
Illinois
$505K
Jones Financial Companies
102
Jones Financial Companies
Missouri
$505K
SEIA
103
Signature Estate & Investment Advisors
California
$475K
NWM
104
Nova Wealth Management
Florida
$462K
GIA
105
Gladstone Institutional Advisory
Florida
$444K
AFG
106
ABLE Financial Group
Arizona
$439K
Mariner
107
Mariner
Kansas
$435K
MWM
108
MGB Wealth Management
Texas
$432K
BWA
109
BlueChip Wealth Advisors
Georgia
$431K
IWN
110
Independent Wealth Network
Iowa
$430K
FFA
111
Founders Financial Alliance
North Carolina
$425K
PWS
112
Proactive Wealth Strategies
Georgia
$424K
IA
113
IFG Advisory
Georgia
$406K
1W
114
1776 Wealth
Georgia
$393K
EFG
115
Elios Financial Group
Ohio
$385K
KDA
116
Kraft Davis & Associates
Missouri
$366K
AA
117
Armis Advisers
Georgia
$346K
HAS
118
HBW Advisory Services
California
$340K
AWM
119
Apollon Wealth Management
South Carolina
$335K
MIM
120
MTM Investment Management
South Carolina
$325K
WAM
121
WealthTrust Asset Management
Florida
$325K
RFG
122
REAP Financial Group
Texas
$324K
ATPW
123
Ashton Thomas Private Wealth
Arizona
$322K
PS
124
Principal Securities
Iowa
$322K
KAS
125
KPP Advisory Services
Kentucky
$321K