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First Trust Large Cap Value AlphaDEX Fund
206 hedge funds and large institutions have $774M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 89 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
1% less capital invested
Capital invested by funds: $784M → $774M (-$9.78M)
34% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 89
Holders
206
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$6.69M | |
| 2 | +$3.02M | |
| 3 | +$2.55M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.91M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.82M |
Top Sellers
| 1 | -$13.9M | |
| 2 | -$5.11M | |
| 3 | -$4.37M | |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$4.17M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$3.86M |