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First Trust Large Cap Value AlphaDEX Fund

196 hedge funds and large institutions have $797M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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

Top Sellers

1 -$8.71M
2 -$2.11M
3 -$2.08M
4
Morgan Stanley
Morgan Stanley
New York
-$1.71M
5
Goldman Sachs
Goldman Sachs
New York
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$265K
T
127
Tidemark
California
$264K
AFP
128
Ausdal Financial Partners
Iowa
$259K
P
129
&Partners
Tennessee
$256K
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$251K
IAIM
131
International Assets Investment Management
Florida
$247K
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$247K
AAS
133
Asset Allocation Strategies
Michigan
$240K
NWM
134
Nova Wealth Management
Florida
$240K
APP
135
Avantax Planning Partners
Iowa
$238K
WAM
136
WealthTrust Asset Management
Florida
$238K
SP
137
Sequent Planning
Nebraska
$237K
NWM
138
Northwest Wealth Management
Iowa
$236K
AWM
139
Aprio Wealth Management
Georgia
$234K
KCFA
140
Key Client Fiduciary Advisors
New Jersey
$233K
NFSG
141
Newbridge Financial Services Group
Florida
$231K
AFG
142
Atomi Financial Group
New York
$231K
MIM
143
MTM Investment Management
South Carolina
$225K
MSAM
144
Moloney Securities Asset Management
Missouri
$225K
CAM
145
Cresset Asset Management
Illinois
$221K
6F
146
626 Financial
Michigan
$220K
EAM
147
Empirical Asset Management
Massachusetts
$214K
DFA
148
DHJJ Financial Advisors
Illinois
$210K
IA
149
Integrity Alliance
Iowa
$206K
SWP
150
ShoreHaven Wealth Partners
New Jersey
$200K