FTA icon

First Trust Large Cap Value AlphaDEX Fund

152 hedge funds and large institutions have $787M invested in First Trust Large Cap Value AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+26
Holders Change %
+20.63%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
63
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$4.79M +$480K +6,862 +11%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$4.71M +$132K +1,887 +3%
DADC
28
D.A. Davidson & Co
Montana
$4.6M +$221K +3,167 +5%
Stifel Financial
29
Stifel Financial
Missouri
$4.55M -$81.1K -1,161 -2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$4.45M +$2.06M +29,546 +87%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.38M +$89.2K +1,276 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.33M +$577K +8,253 +15%
FPWM
33
FSB Premier Wealth Management
Iowa
$4.25M -$62.5K -895 -1%
IWC
34
Integrated Wealth Concepts
Massachusetts
$4.22M -$3.08K -44 -0.1%
HI
35
Harbour Investments
Wisconsin
$4.22M -$2.9M -41,524 -41%
IWM
36
IHT Wealth Management
Illinois
$4.01M +$203K +2,903 +5%
KPWS
37
Kestra Private Wealth Services
Texas
$3.85M +$11.9K +171 +0.3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$3.73M +$70.3K +1,006 +2%
Citadel Advisors
39
Citadel Advisors
Florida
$3.7M +$3.48M +49,739 +1,581%
SPC
40
Sigma Planning Corp
Michigan
$3.67M -$990K -14,167 -21%
SG
41
StoneX Group
New York
$3.45M +$16.2K +232 +0.5%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$3.43M +$235K +3,358 +7%
LI
43
LVZ Inc
Michigan
$3.03M +$221K +3,166 +8%
HighTower Advisors
44
HighTower Advisors
Illinois
$2.46M +$242K +3,457 +11%
William Blair & Company
45
William Blair & Company
Illinois
$2.45M +$2.45M +35,104 New
EAM
46
Eukles Asset Management
Ohio
$2.24M -$169K -2,422 -7%
SAM
47
SignalPoint Asset Management
Missouri
$2.21M +$149K +2,138 +7%
CFGS
48
Concourse Financial Group Securities
Alabama
$2.08M -$258K -3,691 -11%
GIA
49
Gladstone Institutional Advisory
Florida
$2.08M +$22.7K +325 +1%
KWS
50
Keystone Wealth Services
California
$1.84M +$1.84M +26,344 New