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First Trust Large Cap Growth AlphaDEX Fund

191 hedge funds and large institutions have $846M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 68 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 ownership

Funds ownership:

2% less funds holding

Funds holding: 194191 (-3)

13% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 68

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
191
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
BPA
126
Beacon Pointe Advisors
California
$409K
DWP
127
Daymark Wealth Partners
Ohio
$404K
SG
128
Strid Group
Pennsylvania
$403K
MQWP
129
Morey & Quinn Wealth Partners
Nebraska
$400K
SF
130
Summit Financial
New Jersey
$390K
GRP
131
Global Retirement Partners
California
$387K
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$376K
XWM
133
Xcel Wealth Management
Florida
$374K
AssetMark Inc
134
AssetMark Inc
California
$370K
CWS
135
Cypress Wealth Services
California
$361K
WCM
136
WealthBridge Capital Management
Ohio
$355K
SPIA
137
Steward Partners Investment Advisory
New York
$348K
WS
138
Wedbush Securities
California
$348K
FFS
139
Founders Financial Securities
Maryland
$331K
NW
140
NewEdge Wealth
Pennsylvania
$327K
PWP
141
Parkwoods Wealth Partners
New York
$324K
GAB
142
German American Bancorp
Indiana
$321K
MWA
143
Meridian Wealth Advisors
Texas
$317K
TWM
144
TCFG Wealth Management
California
$317K
IFWM
145
Institute for Wealth Management
Colorado
$305K
TA
146
TKG Advisors
Indiana
$300K
HSWS
147
Higgins & Schmidt Wealth Strategies
Colorado
$299K
CFB
148
Cullen/Frost Bankers
Texas
$293K
CCC
149
Compass Capital Corp
Massachusetts
$291K
FIA
150
Foundations Investment Advisors
Arizona
$291K