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First Trust Large Cap Value AlphaDEX Fund

207 hedge funds and large institutions have $807M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 84 reducing their positions, and 12 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.29% less ownership

Funds ownership: 69.67%68.38% (-1.3%)

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

Holders
207
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
AIFAIM
101
American Institute for Advanced Investment Management
Arizona
$488K
MWM
102
MGB Wealth Management
Texas
$487K
IWN
103
Independent Wealth Network
Iowa
$485K
PWS
104
Proactive Wealth Strategies
Georgia
$483K
AAS
105
Asset Allocation Strategies
Michigan
$480K
KDA
106
Kraft Davis & Associates
Missouri
$454K
ATPW
107
Ashton Thomas Private Wealth
Arizona
$453K
SPC
108
Sigma Planning Corp
Michigan
$451K
GRP
109
Global Retirement Partners
California
$440K
IA
110
IFG Advisory
Georgia
$391K
AWM
111
Apollon Wealth Management
South Carolina
$386K
RA
112
RFG Advisory
Alabama
$377K
DC
113
Davenport & Co
Virginia
$374K
PS
114
Principal Securities
Iowa
$367K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$365K
WS
116
Wedbush Securities
California
$365K
1W
117
1776 Wealth
Georgia
$364K
KAS
118
KPP Advisory Services
Kentucky
$361K
DWP
119
Daymark Wealth Partners
Ohio
$360K
VA
120
Valmark Advisers
Ohio
$357K
GM
121
GeoWealth Management
Illinois
$344K
Citadel Advisors
122
Citadel Advisors
Florida
$325K
AFG
123
ABLE Financial Group
Arizona
$325K
PCS
124
Private Client Services
Kentucky
$315K
FTUS
125
Flow Traders U.S.
New York
$311K