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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $780M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-22
Holders Change %
-10.23%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
50
Reduced
94
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
151
Moloney Securities Asset Management
Missouri
$217K -$38.8K -506 -15%
AWM
152
Aprio Wealth Management
Georgia
$213K +$1.15K +15 +0.5%
DAS
153
Diversify Advisory Services
Utah
$212K -$45.3K -616 -18%
P
154
&Partners
Tennessee
$204K +$204K +2,682 New
6F
155
626 Financial
Michigan
$203K
GM
156
GeoWealth Management
Illinois
$199K -$10.7K -139 -5%
DFA
157
DHJJ Financial Advisors
Illinois
$193K
MCM
158
MAI Capital Management
Ohio
$175K -$3.84K -50 -2%
SIM
159
Synergy Investment Management
Florida
$158K -$69.4K -904 -30%
HNB
160
Huntington National Bank
Ohio
$146K -$146K
US Bancorp
161
US Bancorp
Minnesota
$145K -$8.52K -111 -6%
CF
162
Centaurus Financial
California
$124K -$7.5K -98 -6%
BOJHT
163
Bank of Jackson Hole Trust
Wyoming
$117K
RF
164
Rossby Financial
Florida
$99.1K +$99.1K +1,358 New
CA
165
Continuum Advisory
Idaho
$91.5K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$90K
GWSG
167
GPS Wealth Strategies Group
Colorado
$79.4K -$6.68K -87 -8%
PB
168
Pinnacle Bancorp
Nebraska
$73.9K
GSWM
169
Golden State Wealth Management
California
$68.9K
MAS
170
MPWM Advisory Solutions
Georgia
$54.8K
GWM
171
Geneos Wealth Management
Colorado
$47.7K +$20.5K +267 +75%
GI
172
GAMMA Investing
California
$47.4K -$30.6K -399 -39%
ST
173
Smithfield Trust
Pennsylvania
$46K
LFG
174
Larson Financial Group
Missouri
$36.8K +$36.8K +480 New
FFA
175
Farther Finance Advisors
California
$35.6K +$29.1K +380 +447%