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First Trust Large Cap Growth AlphaDEX Fund

200 hedge funds and large institutions have $854M invested in First Trust Large Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.42% more ownership

Funds ownership: 67.61%68.02% (+0.42%)

0% more capital invested

Capital invested by funds: $853M → $854M (+$1.42M)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
200
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
$2.13M
Puts
$32K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
176
Signature Equity Partners
Ohio
$79.6K
PFA
177
Pillar Financial Advisors
Kentucky
$69.5K
MCM
178
MAI Capital Management
Ohio
$67.9K
LC
179
Luminist Capital
Michigan
$64.4K
T
180
Tidemark
California
$62.4K
SOAMC
181
Spirit of America Management Corp
New York
$56K
SWM
182
Spire Wealth Management
Virginia
$55.1K
GI
183
GAMMA Investing
California
$48.9K
BTD
184
BankPlus Trust Department
Mississippi
$48.8K
TCA
185
Trifecta Capital Advisors
Illinois
$45.1K
RFG
186
REAP Financial Group
Texas
$35.3K
RF
187
Rossby Financial
Florida
$35.3K
CFP
188
Comprehensive Financial Planning
Pennsylvania
$33.4K
HHGA
189
Halbert Hargrove Global Advisors
California
$27.8K
AAP
190
Arax Advisory Partners
Colorado
$25.6K
AA
191
Ancora Advisors
Ohio
$18.5K
KFP
192
Kerr Financial Planning
California
$15.8K
TAM
193
Tucker Asset Management
Colorado
$8.31K
DPW
194
DiNuzzo Private Wealth
Pennsylvania
$7.5K
VWM
195
Vermillion Wealth Management
Minnesota
$5.6K
KFI
196
Key Financial Inc
Pennsylvania
$5.28K
MA
197
MCF Advisors
Kentucky
$2.24K
UBS AM
198
UBS AM
Illinois
$2.24K
CFD
199
Creative Financial Designs
Indiana
$1.6K
DFA
200
DHJJ Financial Advisors
Illinois
$1.28K