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First Trust Large Cap Growth AlphaDEX Fund

199 hedge funds and large institutions have $854M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.42% more ownership

Funds ownership: 67.58%68% (+0.42%)

0% more capital invested

Capital invested by funds: $852M → $854M (+$1.42M)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
199
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
$2.13M
Puts
$32K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
126
Mount Yale Investment Advisors
Colorado
$410K
BPA
127
Beacon Pointe Advisors
California
$407K
DWP
128
Daymark Wealth Partners
Ohio
$402K
PTC
129
Private Trust Company
Ohio
$402K
SG
130
Strid Group
Pennsylvania
$401K
MQWP
131
Morey & Quinn Wealth Partners
Nebraska
$398K
AssetMark Inc
132
AssetMark Inc
California
$394K
FFS
133
Founders Financial Securities
Maryland
$388K
CCWP
134
Cedar Cove Wealth Partners
Minnesota
$376K
XWM
135
Xcel Wealth Management
Florida
$373K
RWM
136
Redstone Wealth Management
Oklahoma
$373K
CWS
137
Cypress Wealth Services
California
$359K
WS
138
Wedbush Securities
California
$354K
WCM
139
WealthBridge Capital Management
Ohio
$353K
MFG
140
Merit Financial Group
Georgia
$352K
IAIM
141
International Assets Investment Management
Florida
$344K
SPIA
142
Steward Partners Investment Advisory
New York
$338K
ZIM
143
Zacks Investment Management
Illinois
$338K
NW
144
NewEdge Wealth
Pennsylvania
$324K
PWP
145
Parkwoods Wealth Partners
New York
$322K
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
$320K
GAB
147
German American Bancorp
Indiana
$320K
MWA
148
Meridian Wealth Advisors
Texas
$316K
TWM
149
TCFG Wealth Management
California
$311K
IFWM
150
Institute for Wealth Management
Colorado
$303K