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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
Morgan Stanley
1
Morgan Stanley
New York
$114M -$6.05M -37,783 -5%
LPL Financial
2
LPL Financial
California
$110M -$1.98M -12,373 -2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$71.1M +$540K +3,375 +0.8%
Wells Fargo
4
Wells Fargo
California
$66.8M -$207K -1,292 -0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$43.3M +$4.4M +27,496 +11%
UBS Group
6
UBS Group
Switzerland
$36.3M -$784K -4,897 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$29.8M -$1.03M -6,407 -3%
First Trust Advisors
8
First Trust Advisors
Illinois
$27.4M -$443K -2,766 -2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$24.1M +$377K +2,354 +2%
Bank of America
10
Bank of America
North Carolina
$23.1M -$1.02M -6,389 -4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$18.2M +$893K +5,581 +5%
CI
12
CX Institutional
Indiana
$17.2M +$438K +2,738 +3%
KWM
13
Kingsview Wealth Management
Oregon
$16.4M -$1.46M -9,110 -8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$15.4M -$460K -2,875 -3%
WA
15
Win Advisors
Florida
$14.5M +$14.5M +90,856 New
BEI
16
Benjamin Edwards Inc
Missouri
$11.5M +$1.45M +9,074 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.8M +$834K +5,213 +8%
Stifel Financial
18
Stifel Financial
Missouri
$7.82M +$2.55M +15,938 +48%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$6.77M +$142K +885 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.4M +$568K +3,551 +10%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$6.15M +$2.65M +16,580 +76%
DADC
22
D.A. Davidson & Co
Montana
$6.09M -$345K -2,154 -5%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.92M -$87.9K -549 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.87M +$54.4K +340 +1%
IWM
25
IHT Wealth Management
Illinois
$4.43M -$411K -2,567 -8%