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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
BTI
201
Blue Trust Inc
Georgia
$13.4K +$84 +1 +0.6%
AAP
202
Arax Advisory Partners
Colorado
$10.7K +$10.4K +124 New
AG
203
AmeriFlex Group
Nevada
$8.87K -$8.68K -103 -50%
KFI
204
Key Financial Inc
Pennsylvania
$3.96K
SFG
205
Strive Financial Group
Indiana
$3.19K +$3.12K +37 New
LAS
206
Lloyd Advisory Services
Georgia
$3.11K +$3.03K +36 New
FHA
207
Flagship Harbor Advisors
Massachusetts
$1.64K +$1.6K +19 New
KFA
208
Kelleher Financial Advisors
New York
$861
TRCT
209
Tower Research Capital (TRC)
New York
$345 -$172K -2,048 -100%
KWS
210
Keystone Wealth Services
California
-$865K -10,378 Closed
JWCA
211
J.W. Cole Advisors
Florida
-$265K -3,178 Closed
NFSG
212
Newbridge Financial Services Group
Florida
-$231K -2,777 Closed
EAM
213
Empirical Asset Management
Massachusetts
-$214K -2,569 Closed
SWP
214
ShoreHaven Wealth Partners
New Jersey
-$200K -2,403 Closed
ASN
215
Advisory Services Network
Georgia
-$170K -2,040 Closed
GWSG
216
GPS Wealth Strategies Group
Colorado
-$86.7K -1,040 Closed
OSAM
217
O'Shaughnessy Asset Management
Connecticut
-$55.7K -668 Closed
CIR
218
Clear Investment Research
Georgia
-$44.3K -531 Closed
MSG
219
Main Street Group
Virginia
-$30K -360 Closed
WANY
220
Wealthspire Advisors (New York)
New York
-$10.9K -131 Closed
ANBT
221
American National Bank & Trust
Texas
-$6.58K -79 Closed