First Trust Large Cap Value AlphaDEX Fund
202 hedge funds and large institutions have $806M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 15 closing their positions.
4% more capital invested
Capital invested by funds: $774M → $806M (+$32.5M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
0% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 74
0.17% less ownership
Funds ownership: 70.03% → 69.87% (-0.17%)
2% less funds holding
Funds holding: 206 → 202 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$4.25M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.18M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.02M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$8.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.06M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$2.03M |
| 4 |
Morgan Stanley
New York
|
-$1.67M |
| 5 |
Goldman Sachs
New York
|
-$1.24M |
FTA Hedge Fund Activity: Q3 2025 in Review
202 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q3 2025, worth a combined $806M — up 4.2% from $774M a quarter earlier.
Fund positioning in FTA was balanced in Q3 2025: 15 funds opened new positions, 15 closed out, 74 added to existing stakes and 74 trimmed.
The largest buyer was Harbour Investments, adding an estimated $4.25M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $8.5M.
- 202 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q3 2025, down from 206 in Q2 2025.
- Funds reported $806M of First Trust Large Cap Value AlphaDEX Fund stock for Q3 2025, up 4.2% quarter-over-quarter.
- 15 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q3 2025 and 15 closed out, a net change of 0 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q3 2025 was Harbour Investments, an estimated $4.25M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $8.5M sold.
Based on aggregated 13F filings for Q3 2025.