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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $780M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-22
Holders Change %
-10.23%
% of All Funds
2.62%
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
50
Reduced
94
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
126
Valmark Advisers
Ohio
$318K
FAIM
127
Financial Advocates Investment Management
Washington
$309K -$34.7K -452 -10%
PCS
128
Private Client Services
Kentucky
$301K -$119K -1,554 -28%
KCFA
129
Key Client Fiduciary Advisors
New Jersey
$276K
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$274K +$274K +3,574 New
T
131
Tidemark
California
$263K
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$263K
IAIM
133
International Assets Investment Management
Florida
$260K +$307 +4 +0.1%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$255K +$7.52K +98 +3%
WB
135
WesBanco Bank
West Virginia
$252K
JCM
136
Janney Capital Management
Pennsylvania
$250K
VCM
137
Virtue Capital Management
Tennessee
$245K +$245K +3,202 New
SWM
138
Spire Wealth Management
Virginia
$238K -$7.67K -100 -3%
AFP
139
Ausdal Financial Partners
Iowa
$238K -$45.6K -594 -16%
Northern Trust
140
Northern Trust
Illinois
$237K +$237K +3,087 New
SFB
141
STAR Financial Bank
Indiana
$236K -$30.6K -399 -11%
Ameriprise
142
Ameriprise
Minnesota
$235K +$235K +3,062 New
WS
143
Wedbush Securities
California
$232K
SP
144
Sequent Planning
Nebraska
$231K -$7.52K -98 -3%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$231K
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$230K +$460 +6 +0.2%
FPAS
147
Focus Partners Advisor Solutions
Missouri
$227K +$9.21K +120 +4%
EWM
148
EPG Wealth Management
Georgia
$225K -$78.7K -1,026 -26%
APP
149
Avantax Planning Partners
Iowa
$219K
NWM
150
Northwest Wealth Management
Iowa
$218K