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First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $774M → $806M (+$32.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

0.17% less ownership

Funds ownership: 70.03%69.87% (-0.17%)

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
74
Reduced
74
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$289K -$7.81K -96 -3%
BPA
127
Beacon Pointe Advisors
California
$281K +$274K +3,374 New
WB
128
WesBanco Bank
West Virginia
$274K
JCM
129
Janney Capital Management
Pennsylvania
$272K
RFG
130
REAP Financial Group
Texas
$272K +$14.1K +173 +6%
JWCA
131
J.W. Cole Advisors
Florida
$265K -$407 -5 -0.2%
T
132
Tidemark
California
$264K
AFP
133
Ausdal Financial Partners
Iowa
$259K +$488 +6 +0.2%
P
134
&Partners
Tennessee
$256K +$33.4K +411 +15%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$251K +$407 +5 +0.2%
TAM
136
Tucker Asset Management
Colorado
$247K -$7.16K -88 -3%
IAIM
137
International Assets Investment Management
Florida
$247K
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$247K +$7K +86 +3%
AAS
139
Asset Allocation Strategies
Michigan
$240K +$235K +2,883 New
NWM
140
Nova Wealth Management
Florida
$240K -$60.3K -741 -20%
APP
141
Avantax Planning Partners
Iowa
$238K
WAM
142
WealthTrust Asset Management
Florida
$238K +$488 +6 +0.2%
SP
143
Sequent Planning
Nebraska
$237K -$7.08K -87 -3%
NWM
144
Northwest Wealth Management
Iowa
$236K
AWM
145
Aprio Wealth Management
Georgia
$234K +$1.06K +13 +0.5%
KCFA
146
Key Client Fiduciary Advisors
New Jersey
$233K
AFG
147
Atomi Financial Group
New York
$231K +$6.67K +82 +3%
NFSG
148
Newbridge Financial Services Group
Florida
$231K +$6.67K +82 +3%
MIM
149
MTM Investment Management
South Carolina
$225K -$65.8K -809 -23%
MSAM
150
Moloney Securities Asset Management
Missouri
$225K +$11.3K +139 +5%