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First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $774M → $806M (+$32.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

0.17% less ownership

Funds ownership: 70.03%69.87% (-0.17%)

2% less funds holding

Funds holding: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
74
Reduced
74
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
176
Smithfield Trust
Pennsylvania
$50K
CI
177
CX Institutional
Indiana
$48K +$46.7K +574 New
GI
178
GAMMA Investing
California
$46.9K
CIR
179
Clear Investment Research
Georgia
$44.3K +$43.2K +531 New
SS
180
Sunbelt Securities
Texas
$30.8K -$32.5K -399 -52%
MSG
181
Main Street Group
Virginia
$30K
ADL
182
Asset Dedication LLC
California
$28.6K
CFB
183
Cullen/Frost Bankers
Texas
$25.1K +$24.5K +301 New
GWM
184
Geneos Wealth Management
Colorado
$25K
CFD
185
Creative Financial Designs
Indiana
$25K
Russell Investments Group
186
Russell Investments Group
United Kingdom
$24.7K
HFS
187
Hantz Financial Services
Michigan
$22K
NS
188
NBC Securities
Alabama
$20.8K -$172K -2,115 -89%
Citigroup
189
Citigroup
New York
$18.9K
DF
190
Dunhill Financial
United Kingdom
$18.1K
LC
191
Luminist Capital
Michigan
$17.7K
AA
192
Ancora Advisors
Ohio
$17.2K
AG
193
AmeriFlex Group
Nevada
$17.2K +$16.8K +206 New
CHC
194
City Holding Co
West Virginia
$13.7K
BTI
195
Blue Trust Inc
Georgia
$12.9K +$81 +1 +0.6%
CA
196
CoreCap Advisors
Michigan
$12.7K
SAM
197
Smartleaf Asset Management
Massachusetts
$12.2K +$12K +147 New
WANY
198
Wealthspire Advisors (New York)
New York
$10.9K +$10.7K +131 New
AF
199
Advisornet Financial
Minnesota
$8K
ANBT
200
American National Bank & Trust
Texas
$6.58K