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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
TIA
151
TCFG Investment Advisors
California
$299K +$313K +1,941 New
PA
152
PFG Advisors
Arizona
$299K -$109K -677 -26%
WAM
153
WealthTrust Asset Management
Florida
$293K +$84K +521 +38%
IFWM
154
Institute for Wealth Management
Colorado
$292K
HSWS
155
Higgins & Schmidt Wealth Strategies
Colorado
$287K
PVI
156
Pine Valley Investments
New Jersey
$285K +$8.71K +54 +3%
AQR Capital Management
157
AQR Capital Management
Connecticut
$280K +$293K +1,819 New
KWA
158
Kingswood Wealth Advisors
California
$278K +$291K +1,806 New
CA
159
Crumly & Associates
Illinois
$273K -$138K -855 -33%
FFA
160
Farther Finance Advisors
California
$252K -$1.31M -8,127 -83%
LA
161
LexAurum Advisors
Kansas
$245K +$256K +1,589 New
FIA
162
Foundations Investment Advisors
Arizona
$244K +$161 +1 +0.1%
SG
163
Strid Group
Pennsylvania
$224K -$171K -1,058 -42%
HIS
164
Harvest Investment Services
Illinois
$220K +$12.6K +78 +6%
MTIC
165
Missouri Trust & Investment Company
Missouri
$219K
CCP
166
Cushing Capital Partners
Wisconsin
$209K
FHA
167
Flagship Harbor Advisors
Massachusetts
$204K +$36.5K +226 +21%
PAS
168
Park Avenue Securities
New York
$202K +$212K +1,312 New
FFS
169
Founders Financial Securities
Maryland
$200K -$194K -1,203 -50%
William Blair & Company
170
William Blair & Company
Illinois
$197K
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$196K
ASN
172
Advisory Services Network
Georgia
$194K -$46.9K -291 -19%
HWA
173
HHM Wealth Advisors
Tennessee
$186K
ADL
174
Asset Dedication LLC
California
$167K
IA
175
IFG Advisory
Georgia
$139K -$453K -2,810 -76%