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First Trust Large Cap Value AlphaDEX Fund

208 hedge funds and large institutions have $810M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 202208 (+6)

0% more capital invested

Capital invested by funds: $806M → $810M (+$3.44M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.28% less ownership

Funds ownership: 69.87%68.59% (-1.3%)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
65
Reduced
84
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$502K -$90.2K -1,071 -16%
AIFAIM
102
American Institute for Advanced Investment Management
Arizona
$488K -$7.58K -90 -2%
MWM
103
MGB Wealth Management
Texas
$487K +$842 +10 +0.2%
IWN
104
Independent Wealth Network
Iowa
$485K +$758 +9 +0.2%
PWS
105
Proactive Wealth Strategies
Georgia
$483K +$2.78K +33 +0.6%
AAS
106
Asset Allocation Strategies
Michigan
$480K +$227K +2,690 +93%
KDA
107
Kraft Davis & Associates
Missouri
$454K
ATPW
108
Ashton Thomas Private Wealth
Arizona
$453K +$27K +320 +6%
SPC
109
Sigma Planning Corp
Michigan
$451K -$412K -4,895 -48%
GRP
110
Global Retirement Partners
California
$440K -$419K -4,975 -49%
IA
111
IFG Advisory
Georgia
$391K -$78.6K -933 -17%
AWM
112
Apollon Wealth Management
South Carolina
$386K +$758 +9 +0.2%
RA
113
RFG Advisory
Alabama
$377K -$19.1K -227 -5%
DC
114
Davenport & Co
Virginia
$374K -$69K -819 -16%
PS
115
Principal Securities
Iowa
$367K +$16.8K +200 +5%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$365K -$1.18K -14 -0.3%
WS
117
Wedbush Securities
California
$365K +$47K +558 +15%
1W
118
1776 Wealth
Georgia
$364K -$12.2K -145 -3%
KAS
119
KPP Advisory Services
Kentucky
$361K
DWP
120
Daymark Wealth Partners
Ohio
$360K -$2.44K -29 -0.7%
VA
121
Valmark Advisers
Ohio
$357K
GM
122
GeoWealth Management
Illinois
$344K -$10.7K -127 -3%
Citadel Advisors
123
Citadel Advisors
Florida
$325K -$1.25M -14,873 -80%
AFG
124
ABLE Financial Group
Arizona
$325K -$674 -8 -0.2%
PCS
125
Private Client Services
Kentucky
$315K