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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
Morgan Stanley
1
Morgan Stanley
New York
$107M -$3.3M -20,432 -3%
LPL Financial
2
LPL Financial
California
$104M -$2.39M -14,792 -2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$68.7M +$172K +1,066 +0.2%
Wells Fargo
4
Wells Fargo
California
$65.2M +$802K +4,971 +1%
UBS Group
5
UBS Group
Switzerland
$34M -$1.01M -6,277 -3%
Raymond James Financial
6
Raymond James Financial
Florida
$32.1M -$10.1M -62,543 -23%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$24.3M -$4.64M -28,769 -15%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$23.4M +$178K +1,104 +0.7%
Bank of America
9
Bank of America
North Carolina
$21.5M -$769K -4,766 -3%
CI
10
CX Institutional
Indiana
$17.5M +$969K +6,007 +6%
KWM
11
Kingsview Wealth Management
Oregon
$14.8M -$1.04M -6,428 -6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$14.6M -$331K -2,054 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.3M -$3.42M -21,222 -19%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.6M +$193K +1,195 +2%
BEI
15
Benjamin Edwards Inc
Missouri
$9.62M -$1.57M -9,746 -14%
Stifel Financial
16
Stifel Financial
Missouri
$8.97M +$1.49M +9,257 +19%
HI
17
Harbour Investments
Wisconsin
$7.29M +$3.85M +23,841 +102%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$6.92M +$405K +2,512 +6%
VF
19
Virtu Financial
New York
$6.13M +$6.42M +39,771 New
DADC
20
D.A. Davidson & Co
Montana
$5.82M -$58.1K -360 -0.9%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.75M +$39K +242 +0.7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.19M +$518K +3,213 +11%
First Trust Advisors
23
First Trust Advisors
Illinois
$4.92M -$22.5M -139,171 -81%
GWP
24
Gateway Wealth Partners
Wisconsin
$4.8M +$2.47M +15,336 +97%
LI
25
LVZ Inc
Michigan
$4.21M +$648K +4,015 +17%