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First Trust Large Cap Value AlphaDEX Fund

121 hedge funds and large institutions have $479M invested in First Trust Large Cap Value AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
49
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.73M +$327K +5,950 +14%
DADC
27
D.A. Davidson & Co
Montana
$2.64M +$230K +4,193 +10%
UR
28
USCA RIA
Texas
$2.58M +$1.58M +28,749 +158%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.46M -$15.3K -279 -0.6%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$2.43M +$268K +4,878 +12%
CAS
31
Coppell Advisory Solutions
Texas
$2.29M +$2.29M +41,620 New
EAM
32
Eukles Asset Management
Ohio
$1.97M -$1.09M -19,877 -36%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.93M -$25.1K -456 -1%
KWM
34
Kingsview Wealth Management
Oregon
$1.9M +$1.1M +20,096 +139%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.89M +$1.1M +19,975 +139%
LI
36
LVZ Inc
Michigan
$1.84M +$555K +10,110 +43%
CAN
37
Cetera Advisor Networks
California
$1.44M +$8.24K +150 +0.6%
Goldman Sachs
38
Goldman Sachs
New York
$1.42M +$532K +9,677 +60%
IFG
39
Investors Financial Group
Minnesota
$1.41M -$27.2K -495 -2%
CCA
40
Clearwater Capital Advisors
Illinois
$1.4M -$13.7K -250 -1%
GIA
41
Gladstone Institutional Advisory
Florida
$1.39M -$439K -7,991 -24%
First Trust Advisors
42
First Trust Advisors
Illinois
$1.3M +$53.1K +967 +4%
CWS
43
Cypress Wealth Services
California
$1.29M +$1.29M +23,517 New
US Bancorp
44
US Bancorp
Minnesota
$1.27M -$17.1K -311 -1%
CPIG
45
Chicago Partners Investment Group
Illinois
$1.15M +$177K +3,083 +18%
CFGS
46
Concourse Financial Group Securities
Alabama
$1.13M -$10K -182 -0.9%
IWM
47
IHT Wealth Management
Illinois
$1.07M +$351K +6,395 +49%
KAS
48
Kestra Advisory Services
Texas
$939K +$355K +6,517 +61%
SWP
49
Stratos Wealth Partners
Ohio
$895K +$18.6K +339 +2%
CS
50
Comerica Securities
Michigan
$875K -$38.8K -706 -4%