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First Trust Large Cap Value AlphaDEX Fund

208 hedge funds and large institutions have $810M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 202208 (+6)

0% more capital invested

Capital invested by funds: $806M → $810M (+$3.44M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.28% less ownership

Funds ownership: 69.87%68.59% (-1.3%)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
65
Reduced
84
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
151
DHJJ Financial Advisors
Illinois
$217K
RIA
152
Rhodes Investment Advisors
Texas
$216K +$211K +2,505 New
KCFA
153
Key Client Fiduciary Advisors
New Jersey
$215K -$25.3K -300 -11%
PVI
154
Pine Valley Investments
New Jersey
$209K +$205K +2,432 New
AA
155
Armis Advisers
Georgia
$208K +$194K +2,306 New
AWA
156
Arete Wealth Advisors
Illinois
$205K +$201K +2,383 New
SFA
157
Sequoia Financial Advisors
Ohio
$203K +$199K +2,361 New
KFAS
158
Keating Financial Advisory Services
Kansas
$198K +$194K +2,298 New
PA
159
Parallel Advisors
California
$195K +$188K +2,235 +8,596%
TAM
160
Tucker Asset Management
Colorado
$194K -$60.6K -719 -24%
MCM
161
MAI Capital Management
Ohio
$187K -$8.76K -104 -5%
HHCP
162
Hilton Head Capital Partners
South Carolina
$186K +$182K +2,161 New
US Bancorp
163
US Bancorp
Minnesota
$168K -$4.97K -59 -3%
HNB
164
Huntington National Bank
Ohio
$164K
NWM
165
Nova Wealth Management
Florida
$163K -$82.9K -984 -34%
RF
166
Rossby Financial
Florida
$156K -$3.45K -41 -2%
IAIM
167
International Assets Investment Management
Florida
$142K -$122K -1,443 -47%
CF
168
Centaurus Financial
California
$139K -$23.6K -280 -15%
SWM
169
Spire Wealth Management
Virginia
$138K
SIS
170
Sound Income Strategies
Florida
$138K +$130K +1,548 New
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$134K
BOJHT
172
Bank of Jackson Hole Trust
Wyoming
$128K
FFA
173
Farther Finance Advisors
California
$103K
HNB
174
Hilltop National Bank
Wyoming
$89.3K
PB
175
Pinnacle Bancorp
Nebraska
$83K