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First Trust Large Cap Growth AlphaDEX Fund

194 hedge funds and large institutions have $852M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.51% less ownership

Funds ownership: 68.07%67.56% (-0.51%)

14% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 70

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98M
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.81M
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1.79M
MCC
53
Money Concepts Capital
Florida
$1.78M
KWS
54
Keystone Wealth Services
California
$1.73M
IG
55
IFS Group
Pennsylvania
$1.65M
HFW
56
Horizon Family Wealth
Illinois
$1.64M
PWS
57
Proactive Wealth Strategies
Georgia
$1.64M
KF
58
Krilogy Financial
Missouri
$1.53M
NS
59
NBC Securities
Alabama
$1.52M
MML Investors Services
60
MML Investors Services
Massachusetts
$1.51M
AF
61
Allworth Financial
California
$1.51M
IWC
62
Integrated Wealth Concepts
Massachusetts
$1.51M
HighTower Advisors
63
HighTower Advisors
Illinois
$1.42M
EAM
64
Empirical Asset Management
Massachusetts
$1.41M
OC
65
Oppenheimer & Co
New York
$1.35M
CA
66
CoreCap Advisors
Michigan
$1.35M
TFA
67
Transamerica Financial Advisors
Florida
$1.29M
GWM
68
Geneos Wealth Management
Colorado
$1.28M
BBL
69
Beck Bode LLC
Massachusetts
$1.27M
TSW
70
Three Seasons Wealth
Utah
$1.26M
PCA
71
Prosperity Capital Advisors
Ohio
$1.25M
SOS
72
Silver Oak Securities
Tennessee
$1.21M
RIS
73
Richmond Investment Services
Wisconsin
$1.19M
GSC
74
G&S Capital
Colorado
$1.13M
CAM
75
Cresset Asset Management
Illinois
$1.07M