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First Trust Large Cap Value AlphaDEX Fund

127 hedge funds and large institutions have $665M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $696M → $665M (-$30.4M)

1.29% less ownership

Funds ownership: 65.98%64.7% (-1.3%)

5% less funds holding

Funds holding: 133127 (-6)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
57
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
26
FSB Premier Wealth Management
Iowa
$3.98M +$3.73M +56,380 +1,056%
SCA
27
Snowden Capital Advisors
New York
$3.97M +$151K +2,288 +4%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.95M +$11.6K +176 +0.3%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.9M +$807K +12,206 +25%
IA
30
IFP Advisors
Florida
$3.88M +$640K +9,688 +19%
KPWS
31
Kestra Private Wealth Services
Texas
$3.54M +$30K +454 +0.8%
IWM
32
IHT Wealth Management
Illinois
$3.5M -$243K -3,680 -6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.46M +$130K +1,961 +4%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$3.38M -$186K -2,821 -5%
SG
35
StoneX Group
New York
$3.17M -$181K -2,734 -5%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.94M +$231K +3,495 +8%
LI
37
LVZ Inc
Michigan
$2.58M -$42.9K -649 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.41M +$1.48M +22,335 +148%
EAM
39
Eukles Asset Management
Ohio
$2.22M -$3.77K -57 -0.2%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$2.19M -$79.4K -1,202 -3%
CFGS
41
Concourse Financial Group Securities
Alabama
$2.15M +$724K +10,952 +49%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.04M +$96.3K +1,457 +5%
SAM
43
SignalPoint Asset Management
Missouri
$1.9M +$359K +5,432 +23%
GIA
44
Gladstone Institutional Advisory
Florida
$1.89M +$78K +1,181 +4%
Goldman Sachs
45
Goldman Sachs
New York
$1.66M -$1.28M -19,398 -43%
SWM
46
Spire Wealth Management
Virginia
$1.51M +$849K +12,847 +121%
IFG
47
Investors Financial Group
Minnesota
$1.49M -$29.5K -447 -2%
CCA
48
Clearwater Capital Advisors
Illinois
$1.31M -$188K -2,841 -12%
KAS
49
Kestra Advisory Services
Texas
$1.26M +$92.8K +1,405 +8%
CPIG
50
Chicago Partners Investment Group
Illinois
$1.25M +$34.6K +524 +3%