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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
FFA
176
Frazier Financial Advisors
Ohio
$108K
HNB
177
Hilltop National Bank
Wyoming
$106K
HNB
178
Huntington National Bank
Ohio
$86.5K
SEP
179
Signature Equity Partners
Ohio
$76.8K
PF
180
PlanVest Financial
Maryland
$71.3K
CBT
181
Crews Bank & Trust
Florida
$69.5K
PFA
182
Pillar Financial Advisors
Kentucky
$67.1K
PB
183
Pinnacle Bancorp
Nebraska
$58.3K
SWM
184
Spire Wealth Management
Virginia
$53.1K
BTD
185
BankPlus Trust Department
Mississippi
$47K
GI
186
GAMMA Investing
California
$45.9K
SOAMC
187
Spirit of America Management Corp
New York
$43.7K
TCA
188
Trifecta Capital Advisors
Illinois
$43.5K
MCM
189
MAI Capital Management
Ohio
$34.7K
RFG
190
REAP Financial Group
Texas
$34.1K
SGFG
191
Silver Grove Financial Group
New York
$34.1K
RF
192
Rossby Financial
Florida
$32.5K
CFP
193
Comprehensive Financial Planning
Pennsylvania
$32.2K
DF
194
Dunhill Financial
United Kingdom
$30.8K
HHGA
195
Halbert Hargrove Global Advisors
California
$26.8K
AAP
196
Arax Advisory Partners
Colorado
$24.7K
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$21.3K
AA
198
Ancora Advisors
Ohio
$17.9K
KFP
199
Kerr Financial Planning
California
$16.7K
WWM
200
Wolff Wiese Magana
California
$15.4K