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First Trust Large Cap Value AlphaDEX Fund

216 hedge funds and large institutions have $886M invested in First Trust Large Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
216
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
$1.43M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$646K
PA
102
PFG Advisors
Arizona
$638K
PFA
103
Pinnacle Family Advisors
Missouri
$633K
GIA
104
Gladstone Institutional Advisory
Florida
$599K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$597K
FFA
106
Farther Finance Advisors
California
$595K
SPIA
107
Steward Partners Investment Advisory
New York
$592K
CCA
108
Clearwater Capital Advisors
Illinois
$592K
FFA
109
Founders Financial Alliance
North Carolina
$587K
KFAS
110
Keating Financial Advisory Services
Kansas
$580K
SFB
111
STAR Financial Bank
Indiana
$580K
IG
112
IFS Group
Pennsylvania
$576K
NG
113
Novem Group
New York
$569K
SPC
114
Sigma Planning Corp
Michigan
$538K
MOS
115
MGO One Seven
Ohio
$535K
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$527K
AIFAIM
117
American Institute for Advanced Investment Management
Arizona
$519K
IWN
118
Independent Wealth Network
Iowa
$495K
KDA
119
Kraft Davis & Associates
Missouri
$487K
IA
120
Integrity Alliance
Iowa
$445K
KWA
121
Kingswood Wealth Advisors
California
$444K
WS
122
Wedbush Securities
California
$425K
SG
123
StoneX Group
New York
$424K
BWA
124
BlueChip Wealth Advisors
Georgia
$417K
PS
125
Principal Securities
Iowa
$417K