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First Trust Large Cap Growth AlphaDEX Fund

195 hedge funds and large institutions have $852M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.51% less ownership

Funds ownership: 68.09%67.58% (-0.51%)

13% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 70

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98M
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$55.4K
GI
177
GAMMA Investing
California
$52.2K
BTD
178
BankPlus Trust Department
Mississippi
$49K
RFG
179
REAP Financial Group
Texas
$46.8K
TCA
180
Trifecta Capital Advisors
Illinois
$45.3K
RF
181
Rossby Financial
Florida
$42.7K
GWSG
182
GPS Wealth Strategies Group
Colorado
$36.1K
CFP
183
Comprehensive Financial Planning
Pennsylvania
$33.6K
HHGA
184
Halbert Hargrove Global Advisors
California
$28K
AAS
185
Ameritas Advisory Services
Nebraska
$20.9K
AA
186
Ancora Advisors
Ohio
$18.6K
PS
187
Principal Securities
Iowa
$16.7K
KFP
188
Kerr Financial Planning
California
$15.6K
WANY
189
Wealthspire Advisors (New York)
New York
$8.03K
FCT
190
First Community Trust
Iowa
$7.39K
DPW
191
DiNuzzo Private Wealth
Pennsylvania
$7.24K
VWM
192
Vermillion Wealth Management
Minnesota
$5.62K
KFI
193
Key Financial Inc
Pennsylvania
$5.29K
MA
194
MCF Advisors
Kentucky
$2.25K
CFD
195
Creative Financial Designs
Indiana
$1.61K
DFA
196
DHJJ Financial Advisors
Illinois
$1.29K
SIS
197
Sound Income Strategies
Florida
$1
Two Sigma Investments
198
Two Sigma Investments
New York
Goldman Sachs
199
Goldman Sachs
New York
CWP
200
Cyndeo Wealth Partners
Florida