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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
BBL
76
Beck Bode LLC
Massachusetts
$1.09M
RIS
77
Richmond Investment Services
Wisconsin
$1.08M
FTS
78
Fifth Third Securities
Ohio
$1.05M
CAM
79
Cresset Asset Management
Illinois
$1.03M
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$1.03M
KPWS
81
Kestra Private Wealth Services
Texas
$921K
CCA
82
Clearwater Capital Advisors
Illinois
$905K
IFG
83
Independent Financial Group
California
$870K
AWM
84
AE Wealth Management
Kansas
$858K
SFPG
85
Stonebridge Financial Planning Group
Florida
$842K
ZCP
86
Z3 Capital Partners
Virginia
$840K
LSIA
87
LaSalle St. Investment Advisors
Illinois
$835K
Creative Planning
88
Creative Planning
Kansas
$832K
AWA
89
Arkadios Wealth Advisors
Georgia
$832K
SA
90
Sanctuary Advisors
Indiana
$818K
TFA
91
Transamerica Financial Advisors
Florida
$792K
MAS
92
MPWM Advisory Solutions
Georgia
$787K
GVAG
93
Great Valley Advisor Group
Delaware
$780K
RAS
94
RPS Advisory Solutions
Kentucky
$779K
WDL
95
Well Done LLC
Michigan
$751K
SPC
96
Sigma Planning Corp
Michigan
$749K
Mariner
97
Mariner
Kansas
$708K
MA
98
Mutual Advisors
Nebraska
$687K
MGWM
99
Marks Group Wealth Management
Minnesota
$684K
1W
100
1776 Wealth
Georgia
$673K