FTA icon

First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

202 hedge funds and large institutions have $769M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+9
Holders Change %
+4.66%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
57
Reduced
88
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
+$7.03M
2
Bank of America
Bank of America
North Carolina
+$3.18M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.68M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2M
5
AssetMark Inc
AssetMark Inc
California
+$1.91M

Top Sellers

1
KWM
Kaydan Wealth Management
Michigan
-$14.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.37M
3
IWM
IHT Wealth Management
Illinois
-$4.38M
4
SAM
Secure Asset Management
Michigan
-$4.37M
5
Creative Planning
Creative Planning
Kansas
-$4.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$280K -$944 -12 -0.3%
AA
127
Armis Advisers
Georgia
$277K -$77.4K -985 -22%
MIM
128
MTM Investment Management
South Carolina
$276K -$57.2K -728 -17%
Ameriprise
129
Ameriprise
Minnesota
$271K +$30.6K +389 +13%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$269K – – –
WB
131
WesBanco Bank
West Virginia
$258K – – –
JCM
132
Janney Capital Management
Pennsylvania
$257K – – –
JWCA
133
J.W. Cole Advisors
Florida
$250K +$250K +3,183 New
T
134
Tidemark
California
$249K -$20.1K -255 -7%
AFP
135
Ausdal Financial Partners
Iowa
$244K +$315 +4 +0.1%
IAIM
136
International Assets Investment Management
Florida
$243K -$23.6K -300 -9%
RFG
137
REAP Financial Group
Texas
$243K -$89.3K -1,136 -27%
WS
138
Wedbush Securities
California
$238K – – –
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$237K – – –
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$236K +$315 +4 +0.1%
FPAS
141
Focus Partners Advisor Solutions
Missouri
$233K +$472 +6 +0.2%
SP
142
Sequent Planning
Nebraska
$231K -$6.53K -83 -3%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$230K +$230K +2,861 New
GM
144
GeoWealth Management
Illinois
$228K +$24.5K +311 +12%
APP
145
Avantax Planning Partners
Iowa
$224K – – –
WAM
146
WealthTrust Asset Management
Florida
$224K -$109K -1,386 -33%
DAS
147
Diversify Advisory Services
Utah
$223K -$8.51K -106 -4%
NWM
148
Northwest Wealth Management
Iowa
$223K – – –
KCFA
149
Key Client Fiduciary Advisors
New Jersey
$220K -$62.9K -800 -22%
AWM
150
Aprio Wealth Management
Georgia
$220K +$865 +11 +0.4%
4 5
6
7 8