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First Trust Large Cap Value AlphaDEX Fund
FTA

218 hedge funds and large institutions have $901M 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, 74 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $810M → $901M (+$90.7M)

5% more funds holding

Funds holding: 208 → 218 (+10)

2.58% more ownership

Funds ownership: 68.59% → 71.17% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
78
Reduced
74
Closed
10
Calls
$1.43M
Puts
–
Net Calls
+$1.43M
Net Calls Change
+$1.43M

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$17.2M
2
LPL Financial
LPL Financial
California
+$6.31M
3
Raymond James Financial
Raymond James Financial
Florida
+$5.3M
4
NA
NewEdge Advisors
Louisiana
+$5.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.58M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.6M
2
AWM
AE Wealth Management
Kansas
-$3.7M
3
KPWS
Kestra Private Wealth Services
Texas
-$2.48M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$2.39M
5
HI
Harbour Investments
Wisconsin
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$266K -$6.41K -70 -2%
APP
152
Avantax Planning Partners
Iowa
$264K – – –
AFP
153
Ausdal Financial Partners
Iowa
$263K +$366 +4 +0.1%
NWM
154
Northwest Wealth Management
Iowa
$262K – – –
AWM
155
Aprio Wealth Management
Georgia
$262K +$1.01K +11 +0.4%
MIM
156
MTM Investment Management
South Carolina
$250K – – –
JWCA
157
J.W. Cole Advisors
Florida
$246K +$244K +2,664 New
CAM
158
Cresset Asset Management
Illinois
$245K +$183 +2 +0.1%
6F
159
626 Financial
Michigan
$244K – – –
RFG
160
REAP Financial Group
Texas
$236K -$19.7K -215 -8%
DFA
161
DHJJ Financial Advisors
Illinois
$232K – – –
KCFA
162
Key Client Fiduciary Advisors
New Jersey
$231K – – –
PVI
163
Pine Valley Investments
New Jersey
$224K -$366 -4 -0.2%
RIA
164
Rhodes Investment Advisors
Texas
$221K -$10.1K -110 -4%
SFA
165
Sequoia Financial Advisors
Ohio
$218K – – –
AA
166
Armis Advisers
Georgia
$214K +$641 +7 +0.3%
SOS
167
Silver Oak Securities
Tennessee
$211K -$1.54M -16,824 -88%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$207K +$62.7K +685 +44%
BlackRock
169
BlackRock
New York
$205K +$203K +2,217 New
TSS
170
Two Sigma Securities
New York
$201K +$199K +2,173 New
HHCP
171
Hilton Head Capital Partners
South Carolina
$200K – – –
RF
172
Rossby Financial
Florida
$196K +$29.4K +321 +18%
MCM
173
MAI Capital Management
Ohio
$196K -$5.13K -56 -3%
US Bancorp
174
US Bancorp
Minnesota
$180K – – –
HNB
175
Huntington National Bank
Ohio
$176K – – –
5 6
7
8 9

FTA Hedge Fund Activity: Q1 2026 in Review

218 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q1 2026, worth a combined $901M — up 11% from $810M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FTA positions and 10 closed out — a net gain of 15 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $17.2M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.

  • 218 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q1 2026, up from 208 in Q4 2025.
  • Funds reported $901M of First Trust Large Cap Value AlphaDEX Fund stock for Q1 2026, up 11% quarter-over-quarter.
  • 25 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q1 2026 and 10 closed out, a net change of +15 holders.
  • The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q1 2026 was Integrated Wealth Concepts, an estimated $17.2M added.
  • The largest First Trust Large Cap Value AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2026.