First Trust Large Cap Value AlphaDEX Fund
229 hedge funds and large institutions have $926M invested in First Trust Large Cap Value AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 88 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
5% more funds holding
Funds holding: 219 → 229 (+10)
3% more capital invested
Capital invested by funds: $901M → $926M (+$25.3M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.37% less ownership
Funds ownership: 71.19% → 69.81% (-1.4%)
24% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.94M |
| 3 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
+$4.25M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.59M |
| 5 |
VF
Virtu Financial
New York
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$17.9M |
| 2 |
HFP
Holistic Financial Partners
Indianapolis,
Indiana
|
-$5.9M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$4.62M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$3.67M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.57M |
FTA Hedge Fund Activity: Q2 2026 in Review
229 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q2 2026, worth a combined $926M — up 2.8% from $901M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FTA positions and 15 closed out — a net gain of 14 holders — while 67 added to existing stakes and 88 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $14.9M. The largest seller was UBS Group, cutting an estimated $17.9M.
- 229 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q2 2026, up from 219 in Q1 2026.
- Funds reported $926M of First Trust Large Cap Value AlphaDEX Fund stock for Q2 2026, up 2.8% quarter-over-quarter.
- 29 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q2 2026 and 15 closed out, a net change of +14 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q2 2026 was Royal Bank of Canada, an estimated $14.9M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q2 2026 was UBS Group, an estimated $17.9M sold.
Based on aggregated 13F filings for Q2 2026.