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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
WWM
201
Wolff Wiese Magana
California
$15.4K +$16.1K +100 New
TAR
202
Trask Adam Roland
$15.4K +$16.1K +100 New
SIC
203
SJS Investment Consulting
Ohio
$13.7K +$14.4K +89 New
DPW
204
DiNuzzo Private Wealth
Pennsylvania
$8.04K
VWM
205
Vermillion Wealth Management
Minnesota
$5.39K
KFI
206
Key Financial Inc
Pennsylvania
$5.09K
MA
207
MCF Advisors
Kentucky
$2.16K
DFA
208
DHJJ Financial Advisors
Illinois
$1.23K
GIA
209
Gladstone Institutional Advisory
Florida
-$2.13M -13,333 Closed
Natixis Advisors
210
Natixis Advisors
Massachusetts
-$1.81M -11,319 Closed
SOS
211
Silver Oak Securities
Tennessee
-$1.21M -7,519 Closed
GSC
212
G&S Capital
Colorado
-$1.08M -6,742 Closed
GAA
213
Global Assets Advisory
Florida
-$779K -4,872 Closed
SG
214
StoneX Group
New York
-$771K -4,822 Closed
PCA
215
Prosperity Capital Advisors
Ohio
-$719K -4,499 Closed
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
-$716K -4,479 Closed
CAS
217
Coppell Advisory Solutions
Texas
-$702K -4,348 Closed
BPA
218
Beacon Pointe Advisors
California
-$407K -2,543 Closed
XWM
219
Xcel Wealth Management
Florida
-$373K -2,331 Closed
TA
220
TKG Advisors
Indiana
-$284K -1,776 Closed
NS
221
Northland Securities
Minnesota
-$249K -1,560 Closed
PWP
222
Pursue Wealth Partners
California
-$238K -1,488 Closed
HF
223
HRT Financial
New York
-$202K -1,268 Closed
LC
224
Luminist Capital
Michigan
-$64.4K -403 Closed
T
225
Tidemark
California
-$62.4K -390 Closed