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First Trust Large Cap Value AlphaDEX Fund

205 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 19 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:

1.31% less ownership

Funds ownership: 69.6%68.29% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
205
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
PVI
151
Pine Valley Investments
New Jersey
$209K
AA
152
Armis Advisers
Georgia
$208K
AWA
153
Arete Wealth Advisors
Illinois
$205K
SFA
154
Sequoia Financial Advisors
Ohio
$203K
KFAS
155
Keating Financial Advisory Services
Kansas
$198K
PA
156
Parallel Advisors
California
$195K
TAM
157
Tucker Asset Management
Colorado
$194K
MCM
158
MAI Capital Management
Ohio
$187K
HHCP
159
Hilton Head Capital Partners
South Carolina
$186K
US Bancorp
160
US Bancorp
Minnesota
$168K
HNB
161
Huntington National Bank
Ohio
$164K
NWM
162
Nova Wealth Management
Florida
$163K
RF
163
Rossby Financial
Florida
$156K
IAIM
164
International Assets Investment Management
Florida
$142K
CF
165
Centaurus Financial
California
$139K
SWM
166
Spire Wealth Management
Virginia
$138K
SIS
167
Sound Income Strategies
Florida
$138K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$134K
BOJHT
169
Bank of Jackson Hole Trust
Wyoming
$128K
FFA
170
Farther Finance Advisors
California
$103K
HNB
171
Hilltop National Bank
Wyoming
$89.3K
PB
172
Pinnacle Bancorp
Nebraska
$83K
William Blair & Company
173
William Blair & Company
Illinois
$79.9K
GSWM
174
Golden State Wealth Management
California
$77.4K
Bessemer Group
175
Bessemer Group
New Jersey
$68K