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First Trust Large Cap Value AlphaDEX Fund
FTA

Overview Fund Activity

157 hedge funds and large institutions have $846M invested in First Trust Large Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
67
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$227M
2
SMF
2
Sterling Manor Financial
New York
$7.84M
3
LPL Financial
3
LPL Financial
California
$67.9M
4
RJA
4
Raymond James & Associates
Florida
$16.8M
5
Wells Fargo
5
Wells Fargo
California
$38.9M

Top Sellers

1
HWM
1
Holloway Wealth Management
Florida
$533K
2
CAN
2
Cetera Advisor Networks
California
$16.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.8M
4
William Blair & Company
4
William Blair & Company
Illinois
$788K
5
CFGS
5
Concourse Financial Group Securities
Alabama
$557K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$5.28M +$680K +9,640 +15%
KIG
27
Kowal Investment Group
Wisconsin
$5.17M -$53K -752 -1%
SCA
28
Snowden Capital Advisors
New York
$5.05M +$222K +3,147 +5%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$4.89M +$407K +5,768 +9%
FPWM
30
FSB Premier Wealth Management
Iowa
$4.78M +$553K +7,958 +13%
DADC
31
D.A. Davidson & Co
Montana
$4.62M -$20.2K -286 -0.4%
AWS
32
Atria Wealth Solutions
New York
$4.62M +$4.62M +65,499 New
MML Investors Services
33
MML Investors Services
Massachusetts
$4.37M -$49K -695 -1%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$4.25M -$498K -7,068 -10%
IWM
35
IHT Wealth Management
Illinois
$4.24M +$203K +2,873 +5%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$4.04M +$275K +3,900 +7%
KPWS
37
Kestra Private Wealth Services
Texas
$4M +$117K +1,659 +3%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$3.99M -$1.05M -14,863 -21%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$3.62M +$168K +2,380 +5%
KAS
40
Kestra Advisory Services
Texas
$3.57M +$1.81M +25,635 +102%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.06M -$1.31M -18,576 -30%
Citadel Advisors
42
Citadel Advisors
Florida
$2.98M -$749K -10,612 -20%
SAM
43
SignalPoint Asset Management
Missouri
$2.94M +$717K +10,171 +32%
LI
44
LVZ Inc
Michigan
$2.9M -$155K -2,193 -5%
SG
45
StoneX Group
New York
$2.89M -$596K -8,451 -17%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.62M +$137K +1,942 +6%
Goldman Sachs
47
Goldman Sachs
New York
$2.45M +$626K +8,871 +34%
SWM
48
Spire Wealth Management
Virginia
$2.3M +$1.06M +14,991 +85%
EAM
49
Eukles Asset Management
Ohio
$2.18M -$77.2K -1,094 -3%
SOS
50
Silver Oak Securities
Tennessee
$2.1M +$2.1M +29,654 New
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