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First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $769M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+9
Holders Change %
+4.66%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
57
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
101
Gladstone Institutional Advisory
Florida
$456K +$629 +8 +0.1%
FFA
102
Founders Financial Alliance
North Carolina
$455K +$19K +242 +4%
TFP
103
Traction Financial Partners
Wyoming
$455K +$455K +5,783 New
MWM
104
MGB Wealth Management
Texas
$443K +$157 +2 +0%
BWA
105
BlueChip Wealth Advisors
Georgia
$441K
IWN
106
Independent Wealth Network
Iowa
$438K -$2.83K -36 -0.6%
PWS
107
Proactive Wealth Strategies
Georgia
$436K +$1.73K +22 +0.4%
DC
108
Davenport & Co
Virginia
$419K -$125K -1,591 -23%
KDA
109
Kraft Davis & Associates
Missouri
$414K
1W
110
1776 Wealth
Georgia
$402K
EFG
111
Elios Financial Group
Ohio
$395K +$472 +6 +0.1%
IA
112
IFG Advisory
Georgia
$368K -$48.4K -615 -12%
HAS
113
HBW Advisory Services
California
$363K +$14.5K +185 +4%
AWM
114
Apollon Wealth Management
South Carolina
$358K +$13.8K +176 +4%
ATPW
115
Ashton Thomas Private Wealth
Arizona
$338K +$8.02K +102 +2%
KAS
116
KPP Advisory Services
Kentucky
$329K
VA
117
Valmark Advisers
Ohio
$326K
William Blair & Company
118
William Blair & Company
Illinois
$324K -$511K -6,505 -61%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$321K +$59.9K +762 +23%
PS
120
Principal Securities
Iowa
$308K -$23.5K -299 -7%
PCS
121
Private Client Services
Kentucky
$297K -$11.6K -147 -4%
Citadel Advisors
122
Citadel Advisors
Florida
$297K -$1.74M -22,077 -85%
DWP
123
Daymark Wealth Partners
Ohio
$297K +$297K +3,774 New
AFG
124
ABLE Financial Group
Arizona
$290K -$160K -2,040 -36%
NWM
125
Nova Wealth Management
Florida
$284K -$189K -2,400 -40%