FTC icon

First Trust Large Cap Growth AlphaDEX Fund

195 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, 61 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: 68.09%67.58% (-0.51%)

13% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 70

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
195
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
CFB
151
Cullen/Frost Bankers
Texas
$293K
CCC
152
Compass Capital Corp
Massachusetts
$291K
FIA
153
Foundations Investment Advisors
Arizona
$291K
PVI
154
Pine Valley Investments
New Jersey
$286K
LA
155
LexAurum Advisors
Kansas
$272K
ASN
156
Advisory Services Network
Georgia
$260K
William Blair & Company
157
William Blair & Company
Illinois
$253K
PWP
158
Pursue Wealth Partners
California
$239K
MTIC
159
Missouri Trust & Investment Company
Missouri
$229K
WAM
160
WealthTrust Asset Management
Florida
$221K
RA
161
RFG Advisory
Alabama
$221K
CCP
162
Cushing Capital Partners
Wisconsin
$217K
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$206K
SOAMC
164
Spirit of America Management Corp
New York
$195K
HWA
165
HHM Wealth Advisors
Tennessee
$194K
ADL
166
Asset Dedication LLC
California
$174K
CF
167
Centaurus Financial
California
$157K
FFA
168
Frazier Financial Advisors
Ohio
$112K
HNB
169
Hilltop National Bank
Wyoming
$111K
HNB
170
Huntington National Bank
Ohio
$90.1K
PB
171
Pinnacle Bancorp
Nebraska
$80.3K
PFA
172
Pillar Financial Advisors
Kentucky
$69.9K
MCM
173
MAI Capital Management
Ohio
$68.3K
LC
174
Luminist Capital
Michigan
$64.6K
T
175
Tidemark
California
$62.7K