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First Trust Large Cap Value AlphaDEX Fund

216 hedge funds and large institutions have $886M invested in First Trust Large Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
216
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
$1.43M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
151
Avantax Planning Partners
Iowa
$264K
AFP
152
Ausdal Financial Partners
Iowa
$263K
NWM
153
Northwest Wealth Management
Iowa
$262K
AWM
154
Aprio Wealth Management
Georgia
$262K
MIM
155
MTM Investment Management
South Carolina
$250K
JWCA
156
J.W. Cole Advisors
Florida
$246K
CAM
157
Cresset Asset Management
Illinois
$245K
6F
158
626 Financial
Michigan
$244K
RFG
159
REAP Financial Group
Texas
$236K
DFA
160
DHJJ Financial Advisors
Illinois
$232K
KCFA
161
Key Client Fiduciary Advisors
New Jersey
$231K
RIA
162
Rhodes Investment Advisors
Texas
$221K
SFA
163
Sequoia Financial Advisors
Ohio
$218K
AA
164
Armis Advisers
Georgia
$214K
SOS
165
Silver Oak Securities
Tennessee
$211K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$207K
BlackRock
167
BlackRock
New York
$205K
TSS
168
Two Sigma Securities
New York
$201K
HHCP
169
Hilton Head Capital Partners
South Carolina
$200K
RF
170
Rossby Financial
Florida
$196K
MCM
171
MAI Capital Management
Ohio
$196K
US Bancorp
172
US Bancorp
Minnesota
$180K
HNB
173
Huntington National Bank
Ohio
$176K
NWM
174
Nova Wealth Management
Florida
$174K
SWM
175
Spire Wealth Management
Virginia
$172K