FTA icon

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
IAIM
176
International Assets Investment Management
Florida
$148K
SIS
177
Sound Income Strategies
Florida
$143K
BOJHT
178
Bank of Jackson Hole Trust
Wyoming
$137K
ASN
179
Advisory Services Network
Georgia
$120K
CF
180
Centaurus Financial
California
$116K
SIM
181
Synergy Investment Management
Florida
$110K
HNB
182
Hilltop National Bank
Wyoming
$95.8K
PB
183
Pinnacle Bancorp
Nebraska
$88.9K
William Blair & Company
184
William Blair & Company
Illinois
$85.7K
GSWM
185
Golden State Wealth Management
California
$82.9K
Bessemer Group
186
Bessemer Group
New Jersey
$72K
CFB
187
Cullen/Frost Bankers
Texas
$67.5K
ST
188
Smithfield Trust
Pennsylvania
$55K
CIR
189
Clear Investment Research
Georgia
$49.6K
SAM
190
Smartleaf Asset Management
Massachusetts
$46.4K
CI
191
CX Institutional
Indiana
$43K
GI
192
GAMMA Investing
California
$40.4K
PTC
193
Private Trust Company
Ohio
$39.7K
SEP
194
Signature Equity Partners
Ohio
$37.1K
SS
195
Sunbelt Securities
Texas
$34.2K
MSG
196
Main Street Group
Virginia
$33.2K
Russell Investments Group
197
Russell Investments Group
United Kingdom
$33.1K
ADL
198
Asset Dedication LLC
California
$31.7K
GWM
199
Geneos Wealth Management
Colorado
$27.7K
CFD
200
Creative Financial Designs
Indiana
$27.7K