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First Trust Large Cap Growth AlphaDEX Fund

207 hedge funds and large institutions have $781M invested in First Trust Large Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 202207 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 68.17%67.53% (-0.65%)

9% less capital invested

Capital invested by funds: $856M → $781M (-$74.8M)

27% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 75

Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
2.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
55
Reduced
75
Closed
19
Calls
$2M
Puts
Net Calls
+$2M
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
1W
101
1776 Wealth
Georgia
$673K
ATPW
102
Ashton Thomas Private Wealth
Arizona
$651K -$147K -913 -18%
CPIG
103
Chicago Partners Investment Group
Illinois
$641K +$4.52K +28 +0.7%
HA
104
Huntleigh Advisors
Missouri
$629K +$12.1K +75 +2%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$618K -$20.8K -129 -3%
UBS AM
106
UBS AM
Illinois
$582K +$607K +3,764 +26,886%
RA
107
RiverTree Advisors
Florida
$577K -$73.6K -456 -11%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$573K -$645 -4 -0.1%
US Bancorp
109
US Bancorp
Minnesota
$562K +$4.52K +28 +0.8%
SAM
110
Strategy Asset Managers
California
$518K
SI
111
Saxon Interests
Texas
$501K
Citigroup
112
Citigroup
New York
$476K
P
113
&Partners
Tennessee
$474K -$108K -668 -18%
WCFA
114
Walkner Condon Financial Advisors
Wisconsin
$457K
Millennium Management
115
Millennium Management
New York
$453K +$474K +2,940 New
PA
116
Parallel Advisors
California
$443K +$464K +2,877 New
JIP
117
Jaffetilchin Investment Partners
Florida
$439K
SIS
118
Sound Income Strategies
Florida
$434K
AI
119
Atria Investments
North Carolina
$424K +$14.4K +89 +3%
FA
120
Flagstar Advisors
New York
$419K +$161 +1 +0%
FFA
121
Founders Financial Alliance
North Carolina
$414K +$161 +1 +0%
SF
122
Summit Financial
New Jersey
$409K
KFAS
123
Keating Financial Advisory Services
Kansas
$406K +$425K +2,634 New
MYIA
124
Mount Yale Investment Advisors
Colorado
$396K
Invesco
125
Invesco
Georgia
$392K +$410K +2,543 New