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First Trust Large Cap Value AlphaDEX Fund

200 hedge funds and large institutions have $803M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
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

Top Sellers

1 -$8.71M
2 -$2.11M
3 -$2.08M
4
Morgan Stanley
Morgan Stanley
New York
-$1.71M
5
Goldman Sachs
Goldman Sachs
New York
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
126
WesBanco Bank
West Virginia
$274K
JCM
127
Janney Capital Management
Pennsylvania
$272K
RFG
128
REAP Financial Group
Texas
$272K
JWCA
129
J.W. Cole Advisors
Florida
$265K
T
130
Tidemark
California
$264K
AFP
131
Ausdal Financial Partners
Iowa
$259K
P
132
&Partners
Tennessee
$256K
Koshinski Asset Management
133
Koshinski Asset Management
Illinois
$251K
TAM
134
Tucker Asset Management
Colorado
$247K
IAIM
135
International Assets Investment Management
Florida
$247K
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$247K
AAS
137
Asset Allocation Strategies
Michigan
$240K
NWM
138
Nova Wealth Management
Florida
$240K
APP
139
Avantax Planning Partners
Iowa
$238K
WAM
140
WealthTrust Asset Management
Florida
$238K
SP
141
Sequent Planning
Nebraska
$237K
NWM
142
Northwest Wealth Management
Iowa
$236K
AWM
143
Aprio Wealth Management
Georgia
$234K
KCFA
144
Key Client Fiduciary Advisors
New Jersey
$233K
NFSG
145
Newbridge Financial Services Group
Florida
$231K
AFG
146
Atomi Financial Group
New York
$231K
MIM
147
MTM Investment Management
South Carolina
$225K
MSAM
148
Moloney Securities Asset Management
Missouri
$225K
CAM
149
Cresset Asset Management
Illinois
$221K
6F
150
626 Financial
Michigan
$220K