We are live on ! Find out more
FTC icon

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
HNB
176
Huntington National Bank
Ohio
$89.7K
PB
177
Pinnacle Bancorp
Nebraska
$79.9K
SEP
178
Signature Equity Partners
Ohio
$79.6K +$79.7K +498 New
PFA
179
Pillar Financial Advisors
Kentucky
$69.5K
MCM
180
MAI Capital Management
Ohio
$67.9K
LC
181
Luminist Capital
Michigan
$64.4K
T
182
Tidemark
California
$62.4K
SOAMC
183
Spirit of America Management Corp
New York
$56K -$141K -879 -72%
SWM
184
Spire Wealth Management
Virginia
$55.1K
GI
185
GAMMA Investing
California
$48.9K -$3.04K -19 -6%
BTD
186
BankPlus Trust Department
Mississippi
$48.8K
TCA
187
Trifecta Capital Advisors
Illinois
$45.1K
RFG
188
REAP Financial Group
Texas
$35.3K -$11.2K -70 -24%
RF
189
Rossby Financial
Florida
$35.3K -$7.2K -45 -17%
CFP
190
Comprehensive Financial Planning
Pennsylvania
$33.4K
HHGA
191
Halbert Hargrove Global Advisors
California
$27.8K
AAP
192
Arax Advisory Partners
Colorado
$25.6K +$25.6K +160 New
AA
193
Ancora Advisors
Ohio
$18.5K
KFP
194
Kerr Financial Planning
California
$15.8K
TAM
195
Tucker Asset Management
Colorado
$8.31K +$8.32K +52 New
DPW
196
DiNuzzo Private Wealth
Pennsylvania
$7.5K
VWM
197
Vermillion Wealth Management
Minnesota
$5.6K
KFI
198
Key Financial Inc
Pennsylvania
$5.28K
MA
199
MCF Advisors
Kentucky
$2.24K
UBS AM
200
UBS AM
Illinois
$2.24K +$2.24K +14 New