We are live on ! Find out more
FTA icon

First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $774M → $806M (+$32.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

0.17% less ownership

Funds ownership: 70.03%69.87% (-0.17%)

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
74
Reduced
74
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
$492K +$9.44K +116 +2%
FFA
102
Founders Financial Alliance
North Carolina
$484K +$2.28K +28 +0.5%
AIFAIM
103
American Institute for Advanced Investment Management
Arizona
$480K -$40.7K -500 -8%
MWM
104
MGB Wealth Management
Texas
$470K +$407 +5 +0.1%
IWN
105
Independent Wealth Network
Iowa
$468K +$3.9K +48 +0.9%
PWS
106
Proactive Wealth Strategies
Georgia
$464K +$2.2K +27 +0.5%
IA
107
IFG Advisory
Georgia
$456K +$64.1K +788 +17%
HAS
108
HBW Advisory Services
California
$433K +$46.6K +573 +12%
KDA
109
Kraft Davis & Associates
Missouri
$433K
DC
110
Davenport & Co
Virginia
$430K -$13.7K -168 -3%
BWA
111
BlueChip Wealth Advisors
Georgia
$422K -$44.3K -545 -10%
ATPW
112
Ashton Thomas Private Wealth
Arizona
$412K +$52.1K +640 +15%
RA
113
RFG Advisory
Alabama
$383K -$292K -3,585 -44%
AWM
114
Apollon Wealth Management
South Carolina
$372K -$6.67K -82 -2%
1W
115
1776 Wealth
Georgia
$364K -$60.9K -748 -15%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$354K +$13.3K +164 +4%
DWP
117
Daymark Wealth Partners
Ohio
$351K +$35.4K +435 +12%
KAS
118
KPP Advisory Services
Kentucky
$349K
VA
119
Valmark Advisers
Ohio
$345K
GM
120
GeoWealth Management
Illinois
$343K +$99K +1,217 +42%
PS
121
Principal Securities
Iowa
$338K +$12K +147 +4%
AFG
122
ABLE Financial Group
Arizona
$315K +$7.48K +92 +2%
WS
123
Wedbush Securities
California
$306K +$53K +652 +22%
PCS
124
Private Client Services
Kentucky
$305K -$9.6K -118 -3%
RPGK
125
Retirement Planning Group (Kansas)
Kansas
$289K +$282K +3,466 New