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First Trust Large Cap Value AlphaDEX Fund

207 hedge funds and large institutions have $807M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 64 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:

1.29% less ownership

Funds ownership: 69.67%68.38% (-1.3%)

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

Holders
207
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
P
126
&Partners
Tennessee
$308K
BPA
127
Beacon Pointe Advisors
California
$291K
JCM
128
Janney Capital Management
Pennsylvania
$281K
WB
129
WesBanco Bank
West Virginia
$279K
IA
130
Integrity Alliance
Iowa
$276K
T
131
Tidemark
California
$273K
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$265K
WIA
133
World Investment Advisors
California
$257K
FPAS
134
Focus Partners Advisor Solutions
Missouri
$255K
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$254K
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$251K
RPGK
137
Retirement Planning Group (Kansas)
Kansas
$251K
WAM
138
WealthTrust Asset Management
Florida
$247K
APP
139
Avantax Planning Partners
Iowa
$246K
AFP
140
Ausdal Financial Partners
Iowa
$245K
NWM
141
Northwest Wealth Management
Iowa
$244K
AWM
142
Aprio Wealth Management
Georgia
$243K
AFG
143
Atomi Financial Group
New York
$242K
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$240K
RFG
145
REAP Financial Group
Texas
$239K
SP
146
Sequent Planning
Nebraska
$235K
MIM
147
MTM Investment Management
South Carolina
$233K
CAM
148
Cresset Asset Management
Illinois
$229K
6F
149
626 Financial
Michigan
$228K
DFA
150
DHJJ Financial Advisors
Illinois
$217K