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First Trust Large Cap Value AlphaDEX Fund

208 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 20 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 202208 (+6)

0% more capital invested

Capital invested by funds: $806M → $810M (+$3.44M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.28% less ownership

Funds ownership: 69.87%68.59% (-1.3%)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
65
Reduced
84
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$173M -$3.59M -42,640 -2%
LPL Financial
2
LPL Financial
California
$86.3M +$6.57M +77,963 +8%
UBS Group
3
UBS Group
Switzerland
$83.7M +$202K +2,395 +0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.6M -$429K -5,098 -1%
Bank of America
5
Bank of America
North Carolina
$29.9M +$71.1K +844 +0.2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$29.6M +$104K +1,238 +0.4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25.6M +$2.12M +25,195 +9%
Raymond James Financial
8
Raymond James Financial
Florida
$20.4M -$4.6M -54,661 -19%
Wells Fargo
9
Wells Fargo
California
$16.8M -$444K -5,276 -3%
KWM
10
Kingsview Wealth Management
Oregon
$16.5M -$299K -3,553 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$13.7M +$388K +4,603 +3%
PAG
12
Private Advisor Group
New Jersey
$13M -$924K -10,970 -7%
AssetMark Inc
13
AssetMark Inc
California
$12.1M +$237K +2,811 +2%
HFP
14
Holistic Financial Partners
Indiana
$11.9M +$342K +4,058 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$11.7M -$422K -5,006 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.5M -$1.71M -20,325 -13%
HI
17
Harbour Investments
Wisconsin
$8.67M +$730K +8,665 +9%
NA
18
NewEdge Advisors
Louisiana
$8.56M +$6.03M +71,586 +258%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$8.29M -$179K -2,130 -2%
BEI
20
Benjamin Edwards Inc
Missouri
$8.13M +$873K +10,366 +12%
KWM
21
Kaydan Wealth Management
Michigan
$7.69M +$9.01K +107 +0.1%
IWM
22
IHT Wealth Management
Illinois
$7.59M -$10.7M -127,419 -59%
Goldman Sachs
23
Goldman Sachs
New York
$7.28M -$28.5K -338 -0.4%
Truist Financial
24
Truist Financial
North Carolina
$6.62M -$345K -4,094 -5%
AWM
25
AE Wealth Management
Kansas
$6.09M +$190K +2,260 +3%