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First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $774M → $806M (+$32.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

0.17% less ownership

Funds ownership: 70.03%69.87% (-0.17%)

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
74
Reduced
74
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Cresset Asset Management
Illinois
$221K +$163 +2 +0.1%
6F
152
626 Financial
Michigan
$220K
EAM
153
Empirical Asset Management
Massachusetts
$214K +$895 +11 +0.4%
DFA
154
DHJJ Financial Advisors
Illinois
$210K +$81 +1 +0%
IA
155
Integrity Alliance
Iowa
$206K +$201K +2,474 New
SWP
156
ShoreHaven Wealth Partners
New Jersey
$200K +$195K +2,403 New
MCM
157
MAI Capital Management
Ohio
$190K
TRCT
158
Tower Research Capital (TRC)
New York
$171K +$166K +2,045 +29,214%
ASN
159
Advisory Services Network
Georgia
$170K +$166K +2,040 New
US Bancorp
160
US Bancorp
Minnesota
$167K -$554K -6,813 -77%
HNB
161
Huntington National Bank
Ohio
$159K
CF
162
Centaurus Financial
California
$158K +$22.3K +274 +17%
RF
163
Rossby Financial
Florida
$155K +$39.9K +491 +36%
SWM
164
Spire Wealth Management
Virginia
$133K -$1.87K -23 -1%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$129K +$4.88K +60 +4%
BOJHT
166
Bank of Jackson Hole Trust
Wyoming
$124K
William Blair & Company
167
William Blair & Company
Illinois
$118K -$221K -2,712 -66%
FFA
168
Farther Finance Advisors
California
$100K -$14.6K -180 -13%
GWSG
169
GPS Wealth Strategies Group
Colorado
$86.7K +$244 +3 +0.3%
HNB
170
Hilltop National Bank
Wyoming
$86.4K
PB
171
Pinnacle Bancorp
Nebraska
$80.2K
GSWM
172
Golden State Wealth Management
California
$74.8K
Bessemer Group
173
Bessemer Group
New Jersey
$65K
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$55.7K -$1.79K -22 -3%
PTC
175
Private Trust Company
Ohio
$51.1K +$14.9K +183 +43%