First Trust Large Cap Value AlphaDEX Fund
207 hedge funds and large institutions have $810M invested in First Trust Large Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
2% more funds holding
Funds holding: 202 → 207 (+5)
0% more capital invested
Capital invested by funds: $806M → $810M (+$3.24M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.3% less ownership
Funds ownership: 69.87% → 68.57% (-1.3%)
23% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.57M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$6.03M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.12M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$873K |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$818K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$16M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$10.7M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$4.6M |
| 4 |
Morgan Stanley
New York
|
-$3.59M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.71M |
FTA Hedge Fund Activity: Q4 2025 in Review
207 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q4 2025, worth a combined $810M — up 0.4% from $806M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FTA positions and 12 closed out — a net gain of 7 holders — while 65 added to existing stakes and 84 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.57M. The largest seller was Integrated Wealth Concepts, cutting an estimated $16M.
- 207 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q4 2025, up from 202 in Q3 2025.
- Funds reported $810M of First Trust Large Cap Value AlphaDEX Fund stock for Q4 2025, up 0.4% quarter-over-quarter.
- 19 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q4 2025 and 12 closed out, a net change of +7 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q4 2025 was LPL Financial, an estimated $6.57M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q4 2025 was Integrated Wealth Concepts, an estimated $16M sold.
Based on aggregated 13F filings for Q4 2025.