First Trust Large Cap Value AlphaDEX Fund
206 hedge funds and large institutions have $774M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 89 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
5% more funds holding
Funds holding: 197 → 206 (+9)
0.76% more ownership
Funds ownership: 69.27% → 70.03% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
34% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 89
47% less capital inflows, than outflows
Capital inflows: $30.2M | Capital outflows: $56.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$6.69M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.02M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.55M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.91M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kaydan Wealth Management
Fenton,
Michigan
|
-$13.9M |
| 2 |
Morgan Stanley
New York
|
-$5.11M |
| 3 |
Secure Asset Management
Troy,
Michigan
|
-$4.37M |
| 4 |
IHT Wealth Management
Chicago,
Illinois
|
-$4.17M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$3.86M |
FTA Hedge Fund Activity: Q2 2025 in Review
206 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q2 2025, worth a combined $774M — down 1.2% from $784M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FTA positions and 11 closed out — a net gain of 10 holders — while 59 added to existing stakes and 89 trimmed.
The largest buyer was Vestmark Advisory Solutions, adding an estimated $6.69M. The largest seller was Kaydan Wealth Management, cutting an estimated $13.9M.
- 206 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q2 2025, up from 197 in Q1 2025.
- Funds reported $774M of First Trust Large Cap Value AlphaDEX Fund stock for Q2 2025, down 1.2% quarter-over-quarter.
- 21 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q2 2025 and 11 closed out, a net change of +10 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $6.69M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q2 2025 was Kaydan Wealth Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q2 2025.