We are live on ! Find out more
FTA icon

First Trust Large Cap Value AlphaDEX Fund

208 hedge funds and large institutions have $810M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 202208 (+6)

0% more capital invested

Capital invested by funds: $806M → $810M (+$3.44M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.28% less ownership

Funds ownership: 69.87%68.59% (-1.3%)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
65
Reduced
84
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
126
Flow Traders U.S.
New York
$311K +$304K +3,615 New
P
127
&Partners
Tennessee
$308K +$42.1K +500 +16%
BPA
128
Beacon Pointe Advisors
California
$291K
JCM
129
Janney Capital Management
Pennsylvania
$281K
WB
130
WesBanco Bank
West Virginia
$279K -$4.21K -50 -2%
IA
131
Integrity Alliance
Iowa
$276K +$61.3K +728 +29%
T
132
Tidemark
California
$273K
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$265K +$5.05K +60 +2%
WIA
134
World Investment Advisors
California
$257K +$252K +2,989 New
FPAS
135
Focus Partners Advisor Solutions
Missouri
$255K +$249K +2,955 New
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$254K -$43.5K -516 -15%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$251K -$7.83K -93 -3%
RPGK
138
Retirement Planning Group (Kansas)
Kansas
$251K -$46.5K -552 -16%
WAM
139
WealthTrust Asset Management
Florida
$247K +$590 +7 +0.2%
APP
140
Avantax Planning Partners
Iowa
$246K
AFP
141
Ausdal Financial Partners
Iowa
$245K -$22.3K -265 -9%
NWM
142
Northwest Wealth Management
Iowa
$244K -$84 -1 -0%
AWM
143
Aprio Wealth Management
Georgia
$243K +$1.43K +17 +0.6%
AFG
144
Atomi Financial Group
New York
$242K +$2.95K +35 +1%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$240K +$235K +2,788 New
RFG
146
REAP Financial Group
Texas
$239K -$40.9K -486 -15%
SP
147
Sequent Planning
Nebraska
$235K -$9.85K -117 -4%
MIM
148
MTM Investment Management
South Carolina
$233K
CAM
149
Cresset Asset Management
Illinois
$229K +$253 +3 +0.1%
6F
150
626 Financial
Michigan
$228K