We are live on ! Find out more
FTC icon

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
GRP
126
Global Retirement Partners
California
$418K +$33K +206 +9%
PA
127
PFG Advisors
Arizona
$418K -$91.1K -569 -18%
MYIA
128
Mount Yale Investment Advisors
Colorado
$410K +$411K +2,567 New
BPA
129
Beacon Pointe Advisors
California
$407K
DWP
130
Daymark Wealth Partners
Ohio
$402K
PTC
131
Private Trust Company
Ohio
$402K -$30.6K -191 -7%
SG
132
Strid Group
Pennsylvania
$401K
MQWP
133
Morey & Quinn Wealth Partners
Nebraska
$398K
AssetMark Inc
134
AssetMark Inc
California
$394K +$25.3K +158 +7%
FFS
135
Founders Financial Securities
Maryland
$388K +$58.9K +368 +18%
CCWP
136
Cedar Cove Wealth Partners
Minnesota
$376K +$376K +2,349 New
XWM
137
Xcel Wealth Management
Florida
$373K
RWM
138
Redstone Wealth Management
Oklahoma
$373K +$373K +2,330 New
CWS
139
Cypress Wealth Services
California
$359K
WS
140
Wedbush Securities
California
$354K +$8K +50 +2%
WCM
141
WealthBridge Capital Management
Ohio
$353K
MFG
142
Merit Financial Group
Georgia
$352K +$352K +2,202 New
IAIM
143
International Assets Investment Management
Florida
$344K -$236K -1,476 -41%
SPIA
144
Steward Partners Investment Advisory
New York
$338K -$8K -50 -2%
ZIM
145
Zacks Investment Management
Illinois
$338K +$339K +2,116 New
NW
146
NewEdge Wealth
Pennsylvania
$324K
PWP
147
Parkwoods Wealth Partners
New York
$322K
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$320K -$53.6K -335 -14%
BNMT
149
Bawa N Mallick Trust
New York
$320K
GAB
150
German American Bancorp
Indiana
$320K