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First Trust Large Cap Value AlphaDEX Fund

216 hedge funds and large institutions have $886M invested in First Trust Large Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
216
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
$1.43M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Asset Allocation Strategies
Michigan
$417K
ATPW
127
Ashton Thomas Private Wealth
Arizona
$411K
WAM
128
WealthTrust Asset Management
Florida
$393K
AWM
129
Apollon Wealth Management
South Carolina
$393K
1W
130
1776 Wealth
Georgia
$390K
KAS
131
KPP Advisory Services
Kentucky
$387K
CIS
132
Custom Index Systems
New York
$386K
VA
133
Valmark Advisers
Ohio
$383K
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$350K
DWP
135
Daymark Wealth Partners
Ohio
$333K
P
136
&Partners
Tennessee
$329K
PCS
137
Private Client Services
Kentucky
$326K
ITG
138
Index Technologies Group
New York
$317K
Invesco
139
Invesco
Georgia
$312K
SP
140
Sequent Planning
Nebraska
$303K
AFG
141
ABLE Financial Group
Arizona
$303K
T
142
Tidemark
California
$293K
GM
143
GeoWealth Management
Illinois
$283K
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$283K
WIA
145
World Investment Advisors
California
$280K
FPAS
146
Focus Partners Advisor Solutions
Missouri
$273K
WB
147
WesBanco Bank
West Virginia
$272K
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$269K
RPGK
149
Retirement Planning Group (Kansas)
Kansas
$269K
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$266K