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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.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $774M → $806M (+$32.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (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: 206202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
74
Reduced
74
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$171M -$1.67M -20,494 -1%
UBS Group
2
UBS Group
Switzerland
$80.8M -$371K -4,561 -0.5%
LPL Financial
3
LPL Financial
California
$77M +$4.18M +51,382 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33.9M -$714K -8,773 -2%
Bank of America
5
Bank of America
North Carolina
$28.8M +$282K +3,462 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$28.5M +$4.02M +49,442 +17%
Raymond James Financial
7
Raymond James Financial
Florida
$24.3M +$538K +6,610 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.7M +$359K +4,416 +2%
IWM
9
IHT Wealth Management
Illinois
$18M -$2.03M -25,010 -10%
Wells Fargo
10
Wells Fargo
California
$16.7M -$553K -6,800 -3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$16.6M -$187K -2,293 -1%
KWM
12
Kingsview Wealth Management
Oregon
$16.3M -$355K -4,359 -2%
PAG
13
Private Advisor Group
New Jersey
$13.5M -$870K -10,690 -6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$12.9M +$1.41M +17,281 +13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.8M +$81.4K +1,000 +0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$11.7M -$1.06M -13,050 -9%
AssetMark Inc
17
AssetMark Inc
California
$11.5M +$562K +6,909 +5%
HFP
18
Holistic Financial Partners
Indiana
$11.2M +$149K +1,832 +1%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$8.19M -$8.5M -104,530 -52%
HI
20
Harbour Investments
Wisconsin
$7.66M +$4.25M +52,230 +132%
KWM
21
Kaydan Wealth Management
Michigan
$7.43M -$173K -2,129 -2%
Goldman Sachs
22
Goldman Sachs
New York
$7.07M -$1.24M -15,212 -15%
BEI
23
Benjamin Edwards Inc
Missouri
$7M +$257K +3,156 +4%
Truist Financial
24
Truist Financial
North Carolina
$6.75M -$200K -2,454 -3%
AWM
25
AE Wealth Management
Kansas
$5.71M -$2.06M -25,296 -27%