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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
MGWM
101
Marks Group Wealth Management
Minnesota
$709K
CAS
102
Coppell Advisory Solutions
Texas
$702K
1W
103
1776 Wealth
Georgia
$698K -$11.5K -72 -2%
AWM
104
AE Wealth Management
Kansas
$693K +$179K +1,121 +35%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$678K +$156K +976 +31%
RA
106
RiverTree Advisors
Florida
$671K -$1.62M -10,126 -71%
HA
107
Huntleigh Advisors
Missouri
$640K +$16.2K +101 +3%
CPIG
108
Chicago Partners Investment Group
Illinois
$615K -$11.2K -70 -2%
P
109
&Partners
Tennessee
$599K +$12.5K +78 +2%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$595K +$42.6K +266 +8%
IA
111
IFG Advisory
Georgia
$593K -$24.6K -154 -4%
US Bancorp
112
US Bancorp
Minnesota
$578K -$18.2K -114 -3%
SAM
113
Strategy Asset Managers
California
$538K
SI
114
Saxon Interests
Texas
$520K
Citigroup
115
Citigroup
New York
$493K -$321K -2,006 -39%
WCFA
116
Walkner Condon Financial Advisors
Wisconsin
$474K
SIS
117
Sound Income Strategies
Florida
$460K +$444K +2,776 New
CFB
118
Cullen/Frost Bankers
Texas
$456K +$165K +1,029 +56%
CWM
119
Chicago Wealth Management
Illinois
$455K
JIP
120
Jaffetilchin Investment Partners
Florida
$455K
FA
121
Flagstar Advisors
New York
$435K +$160 +1 +0%
FFA
122
Founders Financial Alliance
North Carolina
$429K +$12.3K +77 +3%
AI
123
Atria Investments
North Carolina
$426K -$8.96K -56 -2%
SF
124
Summit Financial
New Jersey
$424K +$36.3K +227 +9%
CA
125
Crumly & Associates
Illinois
$419K