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First Trust Large Cap Growth AlphaDEX Fund

206 hedge funds and large institutions have $780M invested in First Trust Large Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $856M → $780M (-$76.1M)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

Holders
206
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
$2M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$4.18M
Osaic Holdings
27
Osaic Holdings
Arizona
$4.03M
WA
28
Win Advisors
Florida
$3.91M
GSWM
29
Greenup Street Wealth Management
Michigan
$3.74M
Jones Financial Companies
30
Jones Financial Companies
Missouri
$3.66M
BAWC
31
Boyce & Associates Wealth Consulting
Texas
$3.26M
PAG
32
Private Advisor Group
New Jersey
$3.25M
PWS
33
Proactive Wealth Strategies
Georgia
$3.2M
IA
34
IFP Advisors
Florida
$3.14M
HA
35
HFG Advisors
Ohio
$3.12M
VAS
36
Vestmark Advisory Solutions
Massachusetts
$3.11M
EH
37
Equitable Holdings
New York
$3.05M
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$3.01M
PFS
39
Prospera Financial Services
Texas
$2.92M
WWM
40
Western Wealth Management
Colorado
$2.77M
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.61M
Ameriprise
42
Ameriprise
Minnesota
$2.58M
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$2.54M
WPC
44
Wedmont Private Capital
Pennsylvania
$2.51M
FPWM
45
FSB Premier Wealth Management
Iowa
$2.36M
IG
46
IFS Group
Pennsylvania
$2.22M
SCA
47
Snowden Capital Advisors
New York
$2.09M
SWP
48
Stratos Wealth Partners
Ohio
$2.04M
Truist Financial
49
Truist Financial
North Carolina
$1.99M
IAA
50
Independent Advisor Alliance
North Carolina
$1.88M