We are live on ! Find out more
FTC icon

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
PTC
126
Private Trust Company
Ohio
$387K
MQWP
127
Morey & Quinn Wealth Partners
Nebraska
$384K
IWN
128
Independent Wealth Network
Iowa
$370K +$387K +2,399 New
AssetMark Inc
129
AssetMark Inc
California
$358K -$22.4K -139 -6%
CWS
130
Cypress Wealth Services
California
$347K +$161 +1 +0%
CWM
131
Chicago Wealth Management
Illinois
$344K -$99.5K -617 -22%
WS
132
Wedbush Securities
California
$342K
WCM
133
WealthBridge Capital Management
Ohio
$341K
CCWP
134
Cedar Cove Wealth Partners
Minnesota
$340K -$23.4K -145 -6%
MFG
135
Merit Financial Group
Georgia
$328K -$11.5K -71 -3%
SPIA
136
Steward Partners Investment Advisory
New York
$326K
ZIM
137
Zacks Investment Management
Illinois
$326K
CFB
138
Cullen/Frost Bankers
Texas
$322K -$123K -761 -27%
IAIM
139
International Assets Investment Management
Florida
$319K -$18.1K -112 -5%
DWP
140
Daymark Wealth Partners
Ohio
$318K -$72.6K -450 -18%
CCC
141
Compass Capital Corp
Massachusetts
$313K
NW
142
NewEdge Wealth
Pennsylvania
$313K
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$311K +$2.42K +15 +0.7%
PWP
144
Parkwoods Wealth Partners
New York
$311K
BNMT
145
Bawa N Mallick Trust
New York
$308K
GAB
146
German American Bancorp
Indiana
$308K
RWM
147
Redstone Wealth Management
Oklahoma
$307K -$54.8K -340 -15%
QCM
148
QRG Capital Management
Illinois
$306K +$321K +1,987 New
MWA
149
Meridian Wealth Advisors
Texas
$304K
TWM
150
TCFG Wealth Management
California
$299K -$1.13K -7 -0.4%