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First Trust Large Cap Growth AlphaDEX Fund

199 hedge funds and large institutions have $854M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.42% more ownership

Funds ownership: 67.58%68% (+0.42%)

0% more capital invested

Capital invested by funds: $852M → $854M (+$1.42M)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.13M
Puts
$32K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSWS
151
Higgins & Schmidt Wealth Strategies
Colorado
$297K
CCC
152
Compass Capital Corp
Massachusetts
$295K
PVI
153
Pine Valley Investments
New Jersey
$287K
TA
154
TKG Advisors
Indiana
$284K
FIA
155
Foundations Investment Advisors
Arizona
$253K
NS
156
Northland Securities
Minnesota
$249K
ASN
157
Advisory Services Network
Georgia
$247K
PWP
158
Pursue Wealth Partners
California
$238K
MTIC
159
Missouri Trust & Investment Company
Missouri
$228K
WAM
160
WealthTrust Asset Management
Florida
$220K
CCP
161
Cushing Capital Partners
Wisconsin
$216K
HIS
162
Harvest Investment Services
Illinois
$215K
RA
163
RFG Advisory
Alabama
$210K
William Blair & Company
164
William Blair & Company
Illinois
$204K
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$203K
HF
166
HRT Financial
New York
$202K
HWA
167
HHM Wealth Advisors
Tennessee
$193K
FHA
168
Flagship Harbor Advisors
Massachusetts
$176K
ADL
169
Asset Dedication LLC
California
$173K
CF
170
Centaurus Financial
California
$137K
FFA
171
Frazier Financial Advisors
Ohio
$112K
HNB
172
Hilltop National Bank
Wyoming
$110K
HNB
173
Huntington National Bank
Ohio
$89.7K
PB
174
Pinnacle Bancorp
Nebraska
$79.9K
SEP
175
Signature Equity Partners
Ohio
$79.6K