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First Trust Large Cap Growth AlphaDEX Fund

200 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: 67.61%68.02% (+0.42%)

0% more capital invested

Capital invested by funds: $853M → $854M (+$1.42M)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
200
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
IFWM
151
Institute for Wealth Management
Colorado
$303K
HSWS
152
Higgins & Schmidt Wealth Strategies
Colorado
$297K
CCC
153
Compass Capital Corp
Massachusetts
$295K
PVI
154
Pine Valley Investments
New Jersey
$287K
TA
155
TKG Advisors
Indiana
$284K
FIA
156
Foundations Investment Advisors
Arizona
$253K
NS
157
Northland Securities
Minnesota
$249K
ASN
158
Advisory Services Network
Georgia
$247K
PWP
159
Pursue Wealth Partners
California
$238K
MTIC
160
Missouri Trust & Investment Company
Missouri
$228K
WAM
161
WealthTrust Asset Management
Florida
$220K
CCP
162
Cushing Capital Partners
Wisconsin
$216K
HIS
163
Harvest Investment Services
Illinois
$215K
RA
164
RFG Advisory
Alabama
$210K
William Blair & Company
165
William Blair & Company
Illinois
$204K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$203K
HF
167
HRT Financial
New York
$202K
HWA
168
HHM Wealth Advisors
Tennessee
$193K
FHA
169
Flagship Harbor Advisors
Massachusetts
$176K
ADL
170
Asset Dedication LLC
California
$173K
CF
171
Centaurus Financial
California
$137K
FFA
172
Frazier Financial Advisors
Ohio
$112K
HNB
173
Hilltop National Bank
Wyoming
$110K
HNB
174
Huntington National Bank
Ohio
$89.7K
PB
175
Pinnacle Bancorp
Nebraska
$79.9K