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First Trust Large Cap Value AlphaDEX Fund

203 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.35% less ownership

Funds ownership: 69.6%68.25% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
203
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arete Wealth Advisors
Illinois
$205K
SFA
152
Sequoia Financial Advisors
Ohio
$203K
KFAS
153
Keating Financial Advisory Services
Kansas
$198K
PA
154
Parallel Advisors
California
$195K
TAM
155
Tucker Asset Management
Colorado
$194K
MCM
156
MAI Capital Management
Ohio
$187K
HHCP
157
Hilton Head Capital Partners
South Carolina
$186K
US Bancorp
158
US Bancorp
Minnesota
$168K
HNB
159
Huntington National Bank
Ohio
$164K
NWM
160
Nova Wealth Management
Florida
$163K
RF
161
Rossby Financial
Florida
$156K
IAIM
162
International Assets Investment Management
Florida
$142K
CF
163
Centaurus Financial
California
$139K
SWM
164
Spire Wealth Management
Virginia
$138K
SIS
165
Sound Income Strategies
Florida
$138K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$134K
BOJHT
167
Bank of Jackson Hole Trust
Wyoming
$128K
FFA
168
Farther Finance Advisors
California
$103K
HNB
169
Hilltop National Bank
Wyoming
$89.3K
PB
170
Pinnacle Bancorp
Nebraska
$83K
William Blair & Company
171
William Blair & Company
Illinois
$79.9K
GSWM
172
Golden State Wealth Management
California
$77.4K
Bessemer Group
173
Bessemer Group
New Jersey
$68K
UBS AM
174
UBS AM
Illinois
$63.1K
ST
175
Smithfield Trust
Pennsylvania
$62K