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First Trust Large Cap Growth AlphaDEX Fund

199 hedge funds and large institutions have $854M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.42% more ownership

Funds ownership: 67.58%68% (+0.42%)

0% more capital invested

Capital invested by funds: $852M → $854M (+$1.42M)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.13M
Puts
$32K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
26
Greenup Street Wealth Management
Michigan
$3.82M
HI
27
Harbour Investments
Wisconsin
$3.75M
LI
28
LVZ Inc
Michigan
$3.73M
Jones Financial Companies
29
Jones Financial Companies
Missouri
$3.54M
PAG
30
Private Advisor Group
New Jersey
$3.46M
VAS
31
Vestmark Advisory Solutions
Massachusetts
$3.29M
HA
32
HFG Advisors
Ohio
$3.19M
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$3.14M
IA
34
IFP Advisors
Florida
$3.07M
EH
35
Equitable Holdings
New York
$3.04M
WWM
36
Western Wealth Management
Colorado
$3M
PFS
37
Prospera Financial Services
Texas
$3M
Ameriprise
38
Ameriprise
Minnesota
$2.81M
WPC
39
Wedmont Private Capital
Pennsylvania
$2.54M
GWP
40
Gateway Wealth Partners
Wisconsin
$2.53M
FPWM
41
FSB Premier Wealth Management
Iowa
$2.46M
SCA
42
Snowden Capital Advisors
New York
$2.29M
SWP
43
Stratos Wealth Partners
Ohio
$2.2M
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$2.19M
GIA
45
Gladstone Institutional Advisory
Florida
$2.13M
EAM
46
Empirical Asset Management
Massachusetts
$1.97M
BAWC
47
Boyce & Associates Wealth Consulting
Texas
$1.93M
AWM
48
Apollon Wealth Management
South Carolina
$1.82M
NA
49
NewEdge Advisors
Louisiana
$1.81M
Natixis Advisors
50
Natixis Advisors
Massachusetts
$1.81M