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First Trust Large Cap Growth AlphaDEX Fund

207 hedge funds and large institutions have $781M invested in First Trust Large Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 202207 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 68.17%67.53% (-0.65%)

9% less capital invested

Capital invested by funds: $856M → $781M (-$74.8M)

27% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 75

Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
55
Reduced
75
Closed
19
Calls
$2M
Puts
Net Calls
+$2M
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$4.18M -$102K -635 -2%
Osaic Holdings
27
Osaic Holdings
Arizona
$4.03M -$2.23M -13,849 -35%
WA
28
Win Advisors
Florida
$3.91M -$10.6M -65,497 -72%
GSWM
29
Greenup Street Wealth Management
Michigan
$3.74M +$61.9K +384 +2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$3.66M +$347K +2,150 +10%
BAWC
31
Boyce & Associates Wealth Consulting
Texas
$3.26M +$1.46M +9,060 +75%
PAG
32
Private Advisor Group
New Jersey
$3.25M -$92.6K -574 -3%
PWS
33
Proactive Wealth Strategies
Georgia
$3.2M +$1.66M +10,272 +98%
IA
34
IFP Advisors
Florida
$3.14M +$185K +1,144 +6%
HA
35
HFG Advisors
Ohio
$3.12M +$44.4K +275 +1%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$3.11M -$67.9K -421 -2%
EH
37
Equitable Holdings
New York
$3.05M +$12.7K +79 +0.4%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$3.01M -$10.3K -64 -0.3%
PFS
39
Prospera Financial Services
Texas
$2.92M +$28.6K +177 +0.9%
WWM
40
Western Wealth Management
Colorado
$2.77M -$133K -822 -4%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.61M -$3.47M -21,525 -56%
Ameriprise
42
Ameriprise
Minnesota
$2.58M -$141K -876 -5%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$2.54M +$450K +2,788 +20%
WPC
44
Wedmont Private Capital
Pennsylvania
$2.51M
FPWM
45
FSB Premier Wealth Management
Iowa
$2.36M -$15.6K -97 -0.6%
IG
46
IFS Group
Pennsylvania
$2.22M +$2.32M +14,405 New
SCA
47
Snowden Capital Advisors
New York
$2.09M -$126K -781 -5%
SWP
48
Stratos Wealth Partners
Ohio
$2.04M -$87.4K -542 -4%
Truist Financial
49
Truist Financial
North Carolina
$1.99M +$261K +1,617 +14%
IAA
50
Independent Advisor Alliance
North Carolina
$1.88M +$1.97M +12,209 New