FTC icon

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
PTC
126
Private Trust Company
Ohio
$434K
CA
127
Crumly & Associates
Illinois
$421K
FFA
128
Founders Financial Alliance
North Carolina
$419K
BPA
129
Beacon Pointe Advisors
California
$409K
DWP
130
Daymark Wealth Partners
Ohio
$404K
SG
131
Strid Group
Pennsylvania
$403K
MQWP
132
Morey & Quinn Wealth Partners
Nebraska
$400K
SF
133
Summit Financial
New Jersey
$390K
GRP
134
Global Retirement Partners
California
$387K
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$376K
XWM
136
Xcel Wealth Management
Florida
$374K
AssetMark Inc
137
AssetMark Inc
California
$370K
CWS
138
Cypress Wealth Services
California
$361K
WCM
139
WealthBridge Capital Management
Ohio
$355K
SPIA
140
Steward Partners Investment Advisory
New York
$348K
WS
141
Wedbush Securities
California
$348K
FFS
142
Founders Financial Securities
Maryland
$331K
NW
143
NewEdge Wealth
Pennsylvania
$327K
PWP
144
Parkwoods Wealth Partners
New York
$324K
GAB
145
German American Bancorp
Indiana
$321K
MWA
146
Meridian Wealth Advisors
Texas
$317K
TWM
147
TCFG Wealth Management
California
$317K
IFWM
148
Institute for Wealth Management
Colorado
$305K
TA
149
TKG Advisors
Indiana
$300K
HSWS
150
Higgins & Schmidt Wealth Strategies
Colorado
$299K