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First Trust Large Cap Value AlphaDEX Fund

203 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.35% less ownership

Funds ownership: 69.6%68.25% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
203
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
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
126
Beacon Pointe Advisors
California
$291K
JCM
127
Janney Capital Management
Pennsylvania
$281K
WB
128
WesBanco Bank
West Virginia
$279K
IA
129
Integrity Alliance
Iowa
$276K
T
130
Tidemark
California
$273K
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$265K
FPAS
132
Focus Partners Advisor Solutions
Missouri
$255K
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$254K
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$251K
RPGK
135
Retirement Planning Group (Kansas)
Kansas
$251K
WAM
136
WealthTrust Asset Management
Florida
$247K
APP
137
Avantax Planning Partners
Iowa
$246K
AFP
138
Ausdal Financial Partners
Iowa
$245K
NWM
139
Northwest Wealth Management
Iowa
$244K
AWM
140
Aprio Wealth Management
Georgia
$243K
AFG
141
Atomi Financial Group
New York
$242K
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$240K
RFG
143
REAP Financial Group
Texas
$239K
SP
144
Sequent Planning
Nebraska
$235K
MIM
145
MTM Investment Management
South Carolina
$233K
CAM
146
Cresset Asset Management
Illinois
$229K
6F
147
626 Financial
Michigan
$228K
DFA
148
DHJJ Financial Advisors
Illinois
$217K
KCFA
149
Key Client Fiduciary Advisors
New Jersey
$215K
PVI
150
Pine Valley Investments
New Jersey
$209K