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First Trust Large Cap Value AlphaDEX Fund

196 hedge funds and large institutions have $797M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
MCM
151
MAI Capital Management
Ohio
$190K
TRCT
152
Tower Research Capital (TRC)
New York
$171K
ASN
153
Advisory Services Network
Georgia
$170K
US Bancorp
154
US Bancorp
Minnesota
$167K
HNB
155
Huntington National Bank
Ohio
$159K
CF
156
Centaurus Financial
California
$158K
RF
157
Rossby Financial
Florida
$155K
SWM
158
Spire Wealth Management
Virginia
$133K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$129K
BOJHT
160
Bank of Jackson Hole Trust
Wyoming
$124K
William Blair & Company
161
William Blair & Company
Illinois
$118K
FFA
162
Farther Finance Advisors
California
$100K
GWSG
163
GPS Wealth Strategies Group
Colorado
$86.7K
HNB
164
Hilltop National Bank
Wyoming
$86.4K
PB
165
Pinnacle Bancorp
Nebraska
$80.2K
GSWM
166
Golden State Wealth Management
California
$74.8K
Bessemer Group
167
Bessemer Group
New Jersey
$65K
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$55.7K
PTC
169
Private Trust Company
Ohio
$51.1K
ST
170
Smithfield Trust
Pennsylvania
$50K
CI
171
CX Institutional
Indiana
$48K
GI
172
GAMMA Investing
California
$46.9K
CIR
173
Clear Investment Research
Georgia
$44.3K
SS
174
Sunbelt Securities
Texas
$30.8K
MSG
175
Main Street Group
Virginia
$30K