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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
Truist Financial
51
Truist Financial
North Carolina
$1.81M
KAS
52
Kestra Advisory Services
Texas
$1.8M
MCC
53
Money Concepts Capital
Florida
$1.77M
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.73M
PWS
55
Proactive Wealth Strategies
Georgia
$1.68M
HFW
56
Horizon Family Wealth
Illinois
$1.64M
HHCP
57
Hilton Head Capital Partners
South Carolina
$1.59M
KF
58
Krilogy Financial
Missouri
$1.56M
FFA
59
Farther Finance Advisors
California
$1.56M
AF
60
Allworth Financial
California
$1.5M
NS
61
NBC Securities
Alabama
$1.49M
IWC
62
Integrated Wealth Concepts
Massachusetts
$1.46M
HighTower Advisors
63
HighTower Advisors
Illinois
$1.42M
OC
64
Oppenheimer & Co
New York
$1.41M
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$1.4M
MML Investors Services
66
MML Investors Services
Massachusetts
$1.38M
MA
67
Mutual Advisors
Nebraska
$1.36M
CA
68
CoreCap Advisors
Michigan
$1.36M
Citadel Advisors
69
Citadel Advisors
Florida
$1.36M
GWM
70
Geneos Wealth Management
Colorado
$1.26M
TFA
71
Transamerica Financial Advisors
Florida
$1.24M
TSW
72
Three Seasons Wealth
Utah
$1.22M
SOS
73
Silver Oak Securities
Tennessee
$1.21M
RAS
74
RPS Advisory Solutions
Kentucky
$1.19M
RIS
75
Richmond Investment Services
Wisconsin
$1.18M