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First Trust Large Cap Growth AlphaDEX Fund

206 hedge funds and large institutions have $780M invested in First Trust Large Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $856M → $780M (-$76.1M)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

Holders
206
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
$2M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
151
TCFG Investment Advisors
California
$299K
PA
152
PFG Advisors
Arizona
$299K
WAM
153
WealthTrust Asset Management
Florida
$293K
IFWM
154
Institute for Wealth Management
Colorado
$292K
HSWS
155
Higgins & Schmidt Wealth Strategies
Colorado
$287K
AQR Capital Management
156
AQR Capital Management
Connecticut
$280K
KWA
157
Kingswood Wealth Advisors
California
$278K
CA
158
Crumly & Associates
Illinois
$273K
FFA
159
Farther Finance Advisors
California
$252K
LA
160
LexAurum Advisors
Kansas
$245K
FIA
161
Foundations Investment Advisors
Arizona
$244K
SG
162
Strid Group
Pennsylvania
$224K
HIS
163
Harvest Investment Services
Illinois
$220K
MTIC
164
Missouri Trust & Investment Company
Missouri
$219K
CCP
165
Cushing Capital Partners
Wisconsin
$209K
FHA
166
Flagship Harbor Advisors
Massachusetts
$204K
PAS
167
Park Avenue Securities
New York
$202K
FFS
168
Founders Financial Securities
Maryland
$200K
William Blair & Company
169
William Blair & Company
Illinois
$197K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$196K
ASN
171
Advisory Services Network
Georgia
$194K
HWA
172
HHM Wealth Advisors
Tennessee
$186K
ADL
173
Asset Dedication LLC
California
$167K
IA
174
IFG Advisory
Georgia
$139K
CF
175
Centaurus Financial
California
$132K