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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
1W
101
1776 Wealth
Georgia
$713K
MGWM
102
Marks Group Wealth Management
Minnesota
$713K
CAS
103
Coppell Advisory Solutions
Texas
$700K
MSAM
104
Moloney Securities Asset Management
Missouri
$684K
WFA
105
WMG Financial Advisors
Tennessee
$651K
NA
106
NewEdge Advisors
Louisiana
$638K
FTUS
107
Flow Traders U.S.
New York
$631K
HA
108
Huntleigh Advisors
Missouri
$627K
CPIG
109
Chicago Partners Investment Group
Illinois
$624K
IA
110
IFG Advisory
Georgia
$621K
US Bancorp
111
US Bancorp
Minnesota
$599K
P
112
&Partners
Tennessee
$589K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$555K
IAIM
114
International Assets Investment Management
Florida
$542K
SAM
115
Strategy Asset Managers
California
$540K
AWM
116
AE Wealth Management
Kansas
$517K
PA
117
PFG Advisors
Arizona
$512K
SI
118
Saxon Interests
Texas
$510K
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$498K
OIA
120
OneDigital Investment Advisors
Kansas
$485K
WCFA
121
Walkner Condon Financial Advisors
Wisconsin
$476K
CWM
122
Chicago Wealth Management
Illinois
$457K
JIP
123
Jaffetilchin Investment Partners
Florida
$457K
AI
124
Atria Investments
North Carolina
$437K
FA
125
Flagstar Advisors
New York
$437K