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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.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

5% more funds holding

Funds holding: 197206 (+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: 44 (0)

1% less capital invested

Capital invested by funds: $784M → $774M (-$9.78M)

34% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 89

Holders
206
Holders Change
+9
Holders Change %
+4.57%
% 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
21
Increased
59
Reduced
89
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$163M -$5.11M -68,327 -3%
UBS Group
2
UBS Group
Switzerland
$76.6M +$1.45M +19,340 +2%
LPL Financial
3
LPL Financial
California
$68.6M +$586K +7,837 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.7M -$492K -6,574 -2%
Bank of America
5
Bank of America
North Carolina
$26.9M +$3.02M +40,412 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$23M -$520K -6,946 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$22.4M -$1.08M -14,421 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.1M -$809K -10,817 -4%
IWM
9
IHT Wealth Management
Illinois
$18.9M -$4.17M -55,766 -19%
Wells Fargo
10
Wells Fargo
California
$16.3M -$480K -6,412 -3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$15.9M +$6.69M +89,450 +79%
IWC
12
Integrated Wealth Concepts
Massachusetts
$15.9M +$47K +628 +0.3%
KWM
13
Kingsview Wealth Management
Oregon
$15.7M -$282K -3,766 -2%
PAG
14
Private Advisor Group
New Jersey
$13.6M -$348K -4,648 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.1M +$472K +6,311 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12M -$339K -4,532 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.8M +$1.91M +25,468 +23%
HFP
18
Holistic Financial Partners
Indiana
$10.4M -$142K -1,895 -1%
AssetMark Inc
19
AssetMark Inc
California
$10.3M +$1.82M +24,273 +23%
Goldman Sachs
20
Goldman Sachs
New York
$7.87M -$422K -5,643 -5%
AWM
21
AE Wealth Management
Kansas
$7.37M -$95.6K -1,277 -1%
KWM
22
Kaydan Wealth Management
Michigan
$7.18M -$13.9M -185,196 -67%
AAS
23
Avantax Advisory Services
Texas
$6.68M -$1.46M -19,567 -19%
Truist Financial
24
Truist Financial
North Carolina
$6.56M -$318K -4,250 -5%
BEI
25
Benjamin Edwards Inc
Missouri
$6.35M +$1.16M +15,556 +24%

FTA Hedge Fund Activity: Q2 2025 in Review

206 of the 7,595 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.