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First Trust Large Cap Value AlphaDEX Fund
FTA

197 hedge funds and large institutions have $784M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.49% less ownership

Funds ownership: 70.76% → 69.27% (-1.5%)

9% less funds holding

Funds holding: 217 → 197 (-20)

27% less capital invested

Capital invested by funds: $1.08B → $784M (-$292M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

46% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 96

58% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 24

Holders
197
Holders Change
-20
Holders Change %
-9.22%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
52
Reduced
96
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$7.36M
2
BEI
Benjamin Edwards Inc
Missouri
+$1.88M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.23M
4
LPL Financial
LPL Financial
California
+$1.22M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$779K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$11.8M
2
IAA
Independent Advisor Alliance
North Carolina
-$7.48M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.67M
5
MHB
Midwest Heritage Bank
Iowa
-$4.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
126
Ashton Thomas Private Wealth
Arizona
$322K -$31.7K -409 -9%
PS
127
Principal Securities
Iowa
$322K – – –
KAS
128
KPP Advisory Services
Kentucky
$321K – – –
VA
129
Valmark Advisers
Ohio
$318K – – –
PVI
130
Pine Valley Investments
New Jersey
$315K -$314K -4,052 -50%
FAIM
131
Financial Advocates Investment Management
Washington
$309K -$35.1K -452 -10%
PCS
132
Private Client Services
Kentucky
$301K -$121K -1,554 -28%
KCFA
133
Key Client Fiduciary Advisors
New Jersey
$276K – – –
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$274K +$277K +3,574 New
T
135
Tidemark
California
$263K – – –
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$263K – – –
IAIM
137
International Assets Investment Management
Florida
$260K +$310 +4 +0.1%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$255K +$7.61K +98 +3%
WB
139
WesBanco Bank
West Virginia
$252K – – –
JCM
140
Janney Capital Management
Pennsylvania
$250K – – –
VCM
141
Virtue Capital Management
Tennessee
$245K +$248K +3,202 New
SWM
142
Spire Wealth Management
Virginia
$238K -$7.76K -100 -3%
AFP
143
Ausdal Financial Partners
Iowa
$238K -$46.1K -594 -16%
Northern Trust
144
Northern Trust
Illinois
$237K +$240K +3,087 New
SFB
145
STAR Financial Bank
Indiana
$236K -$31K -399 -11%
Ameriprise
146
Ameriprise
Minnesota
$235K +$238K +3,062 New
WS
147
Wedbush Securities
California
$232K – – –
SP
148
Sequent Planning
Nebraska
$231K -$7.61K -98 -3%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$231K – – –
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$230K +$466 +6 +0.2%
4 5
6
7 8

FTA Hedge Fund Activity: Q1 2025 in Review

197 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q1 2025, worth a combined $784M — down 27% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FTA and 10 opened new positions — a net loss of 14 holders — while 96 trimmed existing stakes and 52 added.

The largest buyer was Creative Planning, opening a new position worth an estimated $7.36M. The largest seller was Raymond James Financial, cutting an estimated $11.8M.

  • 197 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q1 2025, down from 217 in Q4 2024.
  • Funds reported $784M of First Trust Large Cap Value AlphaDEX Fund stock for Q1 2025, down 27% quarter-over-quarter.
  • 10 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q1 2025 and 24 closed out, a net change of -14 holders.
  • The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q1 2025 was Creative Planning, an estimated $7.36M added.
  • The largest First Trust Large Cap Value AlphaDEX Fund seller in Q1 2025 was Raymond James Financial, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2025.