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First Trust Large Cap Value AlphaDEX Fund

200 hedge funds and large institutions have $803M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
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
EAM
151
Empirical Asset Management
Massachusetts
$214K
DFA
152
DHJJ Financial Advisors
Illinois
$210K
IA
153
Integrity Alliance
Iowa
$206K
SWP
154
ShoreHaven Wealth Partners
New Jersey
$200K
MCM
155
MAI Capital Management
Ohio
$190K
TRCT
156
Tower Research Capital (TRC)
New York
$171K
ASN
157
Advisory Services Network
Georgia
$170K
US Bancorp
158
US Bancorp
Minnesota
$167K
HNB
159
Huntington National Bank
Ohio
$159K
CF
160
Centaurus Financial
California
$158K
RF
161
Rossby Financial
Florida
$155K
SWM
162
Spire Wealth Management
Virginia
$133K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$129K
BOJHT
164
Bank of Jackson Hole Trust
Wyoming
$124K
William Blair & Company
165
William Blair & Company
Illinois
$118K
FFA
166
Farther Finance Advisors
California
$100K
GWSG
167
GPS Wealth Strategies Group
Colorado
$86.7K
HNB
168
Hilltop National Bank
Wyoming
$86.4K
PB
169
Pinnacle Bancorp
Nebraska
$80.2K
GSWM
170
Golden State Wealth Management
California
$74.8K
Bessemer Group
171
Bessemer Group
New Jersey
$65K
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$55.7K
PTC
173
Private Trust Company
Ohio
$51.1K
ST
174
Smithfield Trust
Pennsylvania
$50K
CI
175
CX Institutional
Indiana
$48K