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First Trust Large Cap Value AlphaDEX Fund

193 hedge funds and large institutions have $780M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-22
Holders Change %
-10.23%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
50
Reduced
94
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
201
OneDigital Investment Advisors
Kansas
-$799K -10,453 Closed
CCAL
202
City Center Advisors LLC
Michigan
-$535K -6,993 Closed
PIAS
203
PCA Investment Advisory Services
Ohio
-$488K -6,387 Closed
HF
204
HRT Financial
New York
-$482K -6,307 Closed
CFGS
205
Concourse Financial Group Securities
Alabama
-$471K -5,944 Closed
SB
206
Strategic Blueprint
Georgia
-$423K -5,534 Closed
WCFA
207
Walkner Condon Financial Advisors
Wisconsin
-$343K -4,489 Closed
TA
208
TrueWealth Advisors
Alabama
-$318K -4,165 Closed
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
-$227K -2,963 Closed
TCA
210
Transcend Capital Advisors
New Jersey
-$219K -2,867 Closed
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
-$219K -2,864 Closed
ASN
212
Advisory Services Network
Georgia
-$211K -2,757 Closed
SCM
213
Saxony Capital Management
Missouri
-$209K -2,739 Closed
AWM
214
Avior Wealth Management
Nebraska
-$35.3K -461 Closed
FWM
215
FLP Wealth Management
Arkansas
-$28.3K -370 Closed
KIM
216
Kestra Investment Management
Texas
-$3.46K -45 Closed
SAM
217
Synergy Asset Management
Washington
-$3.24K -41 Closed
CAWM
218
Capital A Wealth Management
Pennsylvania
-$1.76K -23 Closed