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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
William Blair & Company
176
William Blair & Company
Illinois
$79.9K -$41K -487 -34%
GSWM
177
Golden State Wealth Management
California
$77.4K
Bessemer Group
178
Bessemer Group
New Jersey
$68K
UBS AM
179
UBS AM
Illinois
$63.1K +$61.7K +733 New
ST
180
Smithfield Trust
Pennsylvania
$62K +$10.1K +120 +20%
PTC
181
Private Trust Company
Ohio
$52.8K
SAM
182
Smartleaf Asset Management
Massachusetts
$48.8K +$35K +415 +282%
GI
183
GAMMA Investing
California
$48.5K
CI
184
CX Institutional
Indiana
$40K -$8.93K -106 -18%
CFB
185
Cullen/Frost Bankers
Texas
$39.2K +$13K +154 +51%
SEP
186
Signature Equity Partners
Ohio
$34.7K +$33.9K +403 New
SS
187
Sunbelt Securities
Texas
$31.9K
ADL
188
Asset Dedication LLC
California
$29.5K
GWM
189
Geneos Wealth Management
Colorado
$25.8K
CFD
190
Creative Financial Designs
Indiana
$25.8K
Russell Investments Group
191
Russell Investments Group
United Kingdom
$25.6K
HFS
192
Hantz Financial Services
Michigan
$23K
Citigroup
193
Citigroup
New York
$19.6K
CA
194
CoreCap Advisors
Michigan
$19.5K +$6.15K +73 +48%
DF
195
Dunhill Financial
United Kingdom
$18.7K
LC
196
Luminist Capital
Michigan
$18.2K
NS
197
NBC Securities
Alabama
$18.1K -$3.29K -39 -16%
AA
198
Ancora Advisors
Ohio
$17.8K
AF
199
Advisornet Financial
Minnesota
$15.3K +$6.82K +81 +84%
CHC
200
City Holding Co
West Virginia
$14.2K