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First Trust Large Cap Growth AlphaDEX Fund

202 hedge funds and large institutions have $856M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,544% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $32K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 197202 (+5)

0.48% more ownership

Funds ownership: 67.7%68.17% (+0.48%)

0% more capital invested

Capital invested by funds: $854M → $856M (+$2.21M)

32% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 76

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
20
Increased
52
Reduced
76
Closed
12
Calls
$2.13M
Puts
$32K
Net Calls
+$2.09M
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$1.81M -$21.8K -136 -1%
KAS
52
Kestra Advisory Services
Texas
$1.8M -$160 -1 -0%
MCC
53
Money Concepts Capital
Florida
$1.77M
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.73M -$45.9K -287 -3%
PWS
55
Proactive Wealth Strategies
Georgia
$1.68M +$45.9K +287 +3%
HFW
56
Horizon Family Wealth
Illinois
$1.64M +$160 +1 +0%
HHCP
57
Hilton Head Capital Partners
South Carolina
$1.59M +$1.6M +9,966 New
KF
58
Krilogy Financial
Missouri
$1.56M -$5.6K -35 -0.4%
FFA
59
Farther Finance Advisors
California
$1.56M -$331K -2,067 -18%
AF
60
Allworth Financial
California
$1.5M +$160 +1 +0%
NS
61
NBC Securities
Alabama
$1.49M -$20K -125 -1%
IWC
62
Integrated Wealth Concepts
Massachusetts
$1.46M -$41.1K -257 -3%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.42M +$8.8K +55 +0.6%
OC
64
Oppenheimer & Co
New York
$1.41M +$68.3K +427 +5%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$1.4M +$577K +3,607 +70%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.38M -$128K -798 -8%
MA
67
Mutual Advisors
Nebraska
$1.36M +$643K +4,016 +89%
CA
68
CoreCap Advisors
Michigan
$1.36M +$15.4K +96 +1%
Citadel Advisors
69
Citadel Advisors
Florida
$1.36M +$1.36M +8,483 New
GWM
70
Geneos Wealth Management
Colorado
$1.26M -$18.6K -116 -1%
TFA
71
Transamerica Financial Advisors
Florida
$1.24M -$47.5K -297 -4%
TSW
72
Three Seasons Wealth
Utah
$1.22M -$25.8K -161 -2%
SOS
73
Silver Oak Securities
Tennessee
$1.21M +$1.92K +12 +0.2%
RAS
74
RPS Advisory Solutions
Kentucky
$1.19M -$3.53M -22,064 -75%
RIS
75
Richmond Investment Services
Wisconsin
$1.18M -$4.96K -31 -0.4%