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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
MWA
151
Meridian Wealth Advisors
Texas
$316K
TWM
152
TCFG Wealth Management
California
$311K -$3.68K -23 -1%
IFWM
153
Institute for Wealth Management
Colorado
$303K
HSWS
154
Higgins & Schmidt Wealth Strategies
Colorado
$297K
CCC
155
Compass Capital Corp
Massachusetts
$295K
PVI
156
Pine Valley Investments
New Jersey
$287K +$1.92K +12 +0.7%
TA
157
TKG Advisors
Indiana
$284K -$14.2K -89 -5%
FIA
158
Foundations Investment Advisors
Arizona
$253K -$36K -225 -12%
NS
159
Northland Securities
Minnesota
$249K +$250K +1,560 New
ASN
160
Advisory Services Network
Georgia
$247K -$11.4K -71 -4%
PWP
161
Pursue Wealth Partners
California
$238K
MTIC
162
Missouri Trust & Investment Company
Missouri
$228K
WAM
163
WealthTrust Asset Management
Florida
$220K
CCP
164
Cushing Capital Partners
Wisconsin
$216K
HIS
165
Harvest Investment Services
Illinois
$215K +$216K +1,347 New
RA
166
RFG Advisory
Alabama
$210K -$9.92K -62 -5%
William Blair & Company
167
William Blair & Company
Illinois
$204K -$48K -300 -19%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$203K -$1.76K -11 -0.9%
HF
169
HRT Financial
New York
$202K +$203K +1,268 New
HWA
170
HHM Wealth Advisors
Tennessee
$193K
FHA
171
Flagship Harbor Advisors
Massachusetts
$176K +$176K +1,100 New
ADL
172
Asset Dedication LLC
California
$173K
CF
173
Centaurus Financial
California
$137K -$19.4K -121 -12%
FFA
174
Frazier Financial Advisors
Ohio
$112K
HNB
175
Hilltop National Bank
Wyoming
$110K