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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$164M 2,140,872 -39,623 -2%
UBS Group
2
UBS Group
Switzerland
$73.2M 954,706 -55,620 -6%
LPL Financial
3
LPL Financial
California
$66.3M 864,647 +15,758 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.4M 421,855 +4,820 +1%
Bank of America
5
Bank of America
North Carolina
$23.2M 302,330 +5,872 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$23M 299,756 +10,043 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$23M 299,739 -152,023 -34%
IWM
8
IHT Wealth Management
Illinois
$22.7M 296,301 -4,955 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.4M 278,761 -202 -0.1%
KWM
10
Kaydan Wealth Management
Michigan
$21.2M 276,469 +484 +0.2%
Wells Fargo
11
Wells Fargo
California
$16.4M 213,534 -44 -0%
KWM
12
Kingsview Wealth Management
Oregon
$15.6M 203,354 -23,337 -10%
IWC
13
Integrated Wealth Concepts
Massachusetts
$15.4M 201,320 +1,031 +0.5%
PAG
14
Private Advisor Group
New Jersey
$13.6M 177,571 -19,908 -10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.1M 157,673 -2,853 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.3M 147,100 -53,472 -27%
HFP
17
Holistic Financial Partners
Indiana
$10.3M 134,086 +287 +0.2%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$8.7M 113,398 -10,314 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.56M 111,631 -65,761 -37%
AssetMark Inc
20
AssetMark Inc
California
$8.21M 107,009 +946 +0.9%
Goldman Sachs
21
Goldman Sachs
New York
$8.11M 105,715 -2,372 -2%
AAS
22
Avantax Advisory Services
Texas
$8.02M 104,583 -18,604 -15%
AWM
23
AE Wealth Management
Kansas
$7.29M 95,060 +1,443 +2%
Creative Planning
24
Creative Planning
Kansas
$7.28M 94,889 +94,889 New
Truist Financial
25
Truist Financial
North Carolina
$6.73M 87,685 -6,117 -7%