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First Trust Large Cap Value AlphaDEX Fund

207 hedge funds and large institutions have $807M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 64 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:

1.29% less ownership

Funds ownership: 69.67%68.38% (-1.3%)

24% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 84

Holders
207
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
RIA
151
Rhodes Investment Advisors
Texas
$216K
KCFA
152
Key Client Fiduciary Advisors
New Jersey
$215K
PVI
153
Pine Valley Investments
New Jersey
$209K
AA
154
Armis Advisers
Georgia
$208K
AWA
155
Arete Wealth Advisors
Illinois
$205K
SFA
156
Sequoia Financial Advisors
Ohio
$203K
KFAS
157
Keating Financial Advisory Services
Kansas
$198K
PA
158
Parallel Advisors
California
$195K
TAM
159
Tucker Asset Management
Colorado
$194K
MCM
160
MAI Capital Management
Ohio
$187K
HHCP
161
Hilton Head Capital Partners
South Carolina
$186K
US Bancorp
162
US Bancorp
Minnesota
$168K
HNB
163
Huntington National Bank
Ohio
$164K
NWM
164
Nova Wealth Management
Florida
$163K
RF
165
Rossby Financial
Florida
$156K
IAIM
166
International Assets Investment Management
Florida
$142K
CF
167
Centaurus Financial
California
$139K
SWM
168
Spire Wealth Management
Virginia
$138K
SIS
169
Sound Income Strategies
Florida
$138K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$134K
BOJHT
171
Bank of Jackson Hole Trust
Wyoming
$128K
FFA
172
Farther Finance Advisors
California
$103K
HNB
173
Hilltop National Bank
Wyoming
$89.3K
PB
174
Pinnacle Bancorp
Nebraska
$83K
William Blair & Company
175
William Blair & Company
Illinois
$79.9K