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First Trust Large Cap Value AlphaDEX Fund
218 hedge funds and large institutions have $901M 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, 74 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
11% more capital invested
Capital invested by funds: $810M → $901M (+$90.7M)
5% more funds holding
Funds holding: 208 → 218 (+10)
2.58% more ownership
Funds ownership: 68.59% → 71.17% (+2.6%)
5% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 74
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
78
Reduced
74
Closed
10
Calls
$1.43M
Puts
–
Net Calls
+$1.43M
Net Calls Change
+$1.43M
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$18.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.7M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$2.48M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$2.39M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.25M |
