We are live on ! Find out more
FTC icon

First Trust Large Cap Growth AlphaDEX Fund

202 hedge funds and large institutions have $856M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,544% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $32K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 197202 (+5)

0.48% more ownership

Funds ownership: 67.7%68.17% (+0.48%)

0% more capital invested

Capital invested by funds: $854M → $856M (+$2.21M)

32% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 76

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
20
Increased
52
Reduced
76
Closed
12
Calls
$2.13M
Puts
$32K
Net Calls
+$2.09M
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
26
Greenup Street Wealth Management
Michigan
$3.82M -$126K -786 -3%
HI
27
Harbour Investments
Wisconsin
$3.75M -$448K -2,802 -11%
LI
28
LVZ Inc
Michigan
$3.73M -$199K -1,242 -5%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$3.54M +$330K +2,063 +10%
PAG
30
Private Advisor Group
New Jersey
$3.46M +$139K +868 +4%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$3.29M +$347K +2,169 +12%
HA
32
HFG Advisors
Ohio
$3.19M +$60K +375 +2%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$3.14M +$211K +1,318 +7%
IA
34
IFP Advisors
Florida
$3.07M -$280K -1,747 -8%
EH
35
Equitable Holdings
New York
$3.04M -$30.4K -190 -1%
WWM
36
Western Wealth Management
Colorado
$3M -$201K -1,257 -6%
PFS
37
Prospera Financial Services
Texas
$3M +$3M +18,735 New
Ameriprise
38
Ameriprise
Minnesota
$2.81M -$1.67M -10,451 -37%
WPC
39
Wedmont Private Capital
Pennsylvania
$2.54M
GWP
40
Gateway Wealth Partners
Wisconsin
$2.53M +$1.56M +9,748 +161%
FPWM
41
FSB Premier Wealth Management
Iowa
$2.46M -$39.1K -244 -2%
SCA
42
Snowden Capital Advisors
New York
$2.29M
SWP
43
Stratos Wealth Partners
Ohio
$2.2M -$15.8K -99 -0.7%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$2.19M +$320K +2,001 +17%
GIA
45
Gladstone Institutional Advisory
Florida
$2.13M -$136K -852 -6%
EAM
46
Empirical Asset Management
Massachusetts
$1.97M +$573K +3,581 +41%
BAWC
47
Boyce & Associates Wealth Consulting
Texas
$1.93M -$29.9K -187 -2%
AWM
48
Apollon Wealth Management
South Carolina
$1.82M -$171K -1,070 -9%
NA
49
NewEdge Advisors
Louisiana
$1.81M +$1.18M +7,366 +186%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$1.81M -$11.7K -73 -0.6%