First Trust Large Cap Value AlphaDEX Fund
219 hedge funds and large institutions have $901M invested in First Trust Large Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
11% more capital invested
Capital invested by funds: $810M → $901M (+$91.1M)
6% more funds holding
Funds holding: 207 → 219 (+12)
2.62% more ownership
Funds ownership: 68.57% → 71.19% (+2.6%)
4% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 75
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$17.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.31M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.3M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$5.2M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.7M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$2.48M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$2.39M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.25M |
FTA Hedge Fund Activity: Q1 2026 in Review
219 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q1 2026, worth a combined $901M — up 11% from $810M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FTA positions and 9 closed out — a net gain of 16 holders — while 78 added to existing stakes and 75 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $17.2M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.
- 219 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q1 2026, up from 207 in Q4 2025.
- Funds reported $901M of First Trust Large Cap Value AlphaDEX Fund stock for Q1 2026, up 11% quarter-over-quarter.
- 25 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q1 2026 and 9 closed out, a net change of +16 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q1 2026 was Integrated Wealth Concepts, an estimated $17.2M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2026.