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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
CF
176
Centaurus Financial
California
$132K
FFA
177
Frazier Financial Advisors
Ohio
$108K
HNB
178
Hilltop National Bank
Wyoming
$106K
HNB
179
Huntington National Bank
Ohio
$86.5K
SEP
180
Signature Equity Partners
Ohio
$76.8K
PF
181
PlanVest Financial
Maryland
$71.3K +$74.5K +462 New
CBT
182
Crews Bank & Trust
Florida
$69.5K +$72.8K +451 New
PFA
183
Pillar Financial Advisors
Kentucky
$67.1K
PB
184
Pinnacle Bancorp
Nebraska
$58.3K -$19.7K -122 -24%
SWM
185
Spire Wealth Management
Virginia
$53.1K
BTD
186
BankPlus Trust Department
Mississippi
$47K
GI
187
GAMMA Investing
California
$45.9K -$1.29K -8 -3%
SOAMC
188
Spirit of America Management Corp
New York
$43.7K -$12.1K -75 -22%
TCA
189
Trifecta Capital Advisors
Illinois
$43.5K
MCM
190
MAI Capital Management
Ohio
$34.7K -$32.3K -200 -47%
RFG
191
REAP Financial Group
Texas
$34.1K
SGFG
192
Silver Grove Financial Group
New York
$34.1K +$35.7K +221 New
RF
193
Rossby Financial
Florida
$32.5K -$2.1K -13 -6%
CFP
194
Comprehensive Financial Planning
Pennsylvania
$32.2K
DF
195
Dunhill Financial
United Kingdom
$30.8K +$32.3K +200 New
HHGA
196
Halbert Hargrove Global Advisors
California
$26.8K
AAP
197
Arax Advisory Partners
Colorado
$24.7K
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$21.3K +$22.3K +138 New
AA
199
Ancora Advisors
Ohio
$17.9K
KFP
200
Kerr Financial Planning
California
$16.7K +$161 +1 +1%