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First Trust Large Cap Value AlphaDEX Fund

202 hedge funds and large institutions have $769M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+9
Holders Change %
+4.66%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
57
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$163M -$5.37M -68,327 -3%
UBS Group
2
UBS Group
Switzerland
$76.6M +$1.52M +19,340 +2%
LPL Financial
3
LPL Financial
California
$68.6M +$616K +7,837 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.7M -$517K -6,574 -2%
Bank of America
5
Bank of America
North Carolina
$26.9M +$3.18M +40,412 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$23M -$546K -6,946 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$22.4M -$1.13M -14,421 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.1M -$850K -10,817 -4%
IWM
9
IHT Wealth Management
Illinois
$18.9M -$4.38M -55,766 -19%
Wells Fargo
10
Wells Fargo
California
$16.3M -$504K -6,412 -3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$15.9M +$7.03M +89,450 +79%
IWC
12
Integrated Wealth Concepts
Massachusetts
$15.9M +$49.4K +628 +0.3%
KWM
13
Kingsview Wealth Management
Oregon
$15.7M -$296K -3,766 -2%
PAG
14
Private Advisor Group
New Jersey
$13.6M -$365K -4,648 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12M -$356K -4,532 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.4M +$71.2K +922 +0.6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.8M +$2M +25,468 +23%
HFP
18
Holistic Financial Partners
Indiana
$10.4M -$149K -1,895 -1%
AssetMark Inc
19
AssetMark Inc
California
$10.3M +$1.91M +24,273 +23%
Goldman Sachs
20
Goldman Sachs
New York
$7.87M -$444K -5,643 -5%
AWM
21
AE Wealth Management
Kansas
$7.37M -$100K -1,277 -1%
KWM
22
Kaydan Wealth Management
Michigan
$7.18M -$14.6M -185,196 -67%
AAS
23
Avantax Advisory Services
Texas
$6.68M -$1.54M -19,567 -19%
Truist Financial
24
Truist Financial
North Carolina
$6.56M -$334K -4,250 -5%
BEI
25
Benjamin Edwards Inc
Missouri
$6.35M +$1.22M +15,556 +24%